Being in business means lots of document management

Opening mail, processing, paying and filing – there are many steps along the way. We assist business owners and office managers with the task of running a business. It’s all about the roadmap to success through understanding the documents that make up the business portfolio.

Why work with us?


Save Time

We reduce workflow redundancy. Why do data entry twice, when you don’t have to?

Reduce Errors

Let us take the burden of bookkeeping off your shoulders.



We meet your bookkeeping needs wherever you are in your business development, and we do it on site at your office.


We listen to you. We find answers. We get you organized.

Let's be honest. Does bookkeeping drive you crazy? At Document Roadmap, we meet your bookkeeping needs wherever you are in your business development, and we do it on site at your office.


What Clients Are Saying

"Barb is a rock star! I run a busy real estate group that had ZERO organization in our financials. In short order, Barb had us prepared for taxes and tracking expenditures. Barb and Document Roadmap are providing the best value for the money we've found in our rapid growth!"

Jim Schaecher, The Jim Schaecher Group

"I'm a business owner who uses Quick Books, and although adept at data entry, I needed help with bookkeeping organization and tax documentation. Barbara has a thorough understanding of business programs and efficiently set up my workflow. I have given her full authority to interface with my accountant at tax time when questions arise."

Lisa LaCivita, SleepWatchers Inc.

My goal was to get an accurate financial picture and to fix and learn how to correctly populate QuickBooks with the right data. Barb is a QB maven and she takes advantage of every tool out there to accomplish her goals. Her skills with financials are the best I've ever seen, and she takes the pain and drudgery away from this most important process. "Quick and accurate" pale as descriptions of her abilities. Truly a one stop shop for me!

Tony Kime, Owner, Annapolis Maritime Antiques

Barb is a critical part of my team as my law firm has progressed through the years. She not only handles every dollar that enters and leaves the firm but she is also at the leading edge of technology, and fearless when it comes to folding new technology and challenges into the business. Her knowledge of QuickBooks and Microsoft programs is unparalleled. Barb is diligent, detail oriented and is a strong strategic thinker when it comes to tax time. Barb continues to be an integral part of my success and I truly value my association with her.

Charles Fratus, Esq.

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