Let’s be honest …
• 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!”
Payroll and Sales and Use Tax Filing
Let us take the burden of filing routine taxes off your shoulders so you can get back to doing the thing that matters most to your company: making money.
Prep Records for Year-End Tax Return
We utilize the features of QuickBooks to their fullest, and combined with our dedication to efficiency and accuracy, we’ll get your records all set for your accountant.
And we do Way More than Bookkeeping
We help start-ups file with the state, and we can match you with an accountant who meets your needs or introduce you to a benefits specialist.
What our clients are saying …
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.
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!
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!
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!
Owner, Annapolis Maritime Antiques