Services
Our Bookkeeping Services
Choose the level of bookkeeping support that fits your business. Romi Books helps keep your financial records organized, accurate, and ready when you need them.
Service Plans
Monthly Bookkeeping
Stay on top of your finances with a reliable monthly bookkeeping process designed to keep your books accurate, organized, and current.
- Monthly bank and credit-card reconciliation
- Expense categorization and review
- Monthly financial statements
- Clean, organized QuickBooks Online records
- Ongoing bookkeeping support
Cleanup / Catch-Up Bookkeeping
Behind on your books? We can help organize and correct past bookkeeping so you can move forward with cleaner records.
- Review and organize prior bookkeeping periods
- Correct miscategorizations and inconsistencies
- Reconcile eligible historical accounts
- Improve chart-of-accounts organization when needed
- Prepare cleaner records for ongoing bookkeeping or tax-time handoff
Quarterly Bookkeeping
Ideal for businesses that do not need monthly reporting but still want clean, tax-ready books on a regular schedule.
- Quarterly transaction review
- Bank and card reconciliation
- Expense categorization
- Quarterly financial statements
- Organized records for year-end or CPA handoff