Services

Does bookkeeping drive you crazy?

  • Is it keeping you from doing sales?
  • Are your jobs profitable?
  • Do you know your real profit margin?
  • Are your financials current?
  • Are you current on Sales and Use Tax?

At Document Roadmap, 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.

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

That’s Document Roadmap’s owner, Barbara Eilertsen, above. She really means it when she says “we make bookkeeping FUN!”

Our Services

01.

Accounting

  • Financial Review of P&L and Balance Sheet
  • Process 1099s
  • Reconcile Credit Cards
  • A/R – A/P
  • Deposits
  • Reconcile Banks
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02.

Consulting

  • Liaison – Business Owner to Accountant and Accountant to Business Owner
  • Tax Issues
  • Tax Prep 
  • Workers Comp Audits
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03.

Office Support

  • Electronic File Management 
  • Process Incoming Mail
  • Shredding and Office Clean Up
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04.

Payroll

  • Payroll – Run Payroll 
  • Transition Payroll to ADP
  • Employee Payroll Record Management
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05.

Hiring Support

Wouldn’t it be nice if staffing agencies actually assisted with the interviews. Well, we do.
We assist business owners in the hiring process. We work with the owner or manager to develop a campaign that showcases the open position as well as set up the interview and facilitate the questions to help coach the owner in the interview process. We hold your hand through the whole hiring process. We run the campaign, find the candidates and facilitate the interviews. Then we help the business owner come to a decision through a series of open dialog and an in depth review of each candidate.

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Testimonial

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. We also have analytics on our business model and feel a sense of control that we have never had. Barb and Document Roadmap are providing the best value for the money we've found in our rapid growth! Thanks!"

Jim Schaecher, The Jim Schaecher Group

"Document Roadmap came recommended by my accountant. 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. I recommend Barbara Eilertsen and Document Roadmaps without hesitation. She has been a welcome asset to my business practice!"

Lisa LaCivita, SleepWatchers Inc.

"I just started working with Document Roadmap. 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.