Before your first call
Frequently Asked Questions
From scheduling your first meeting to onboarding and working with your team, here are answers to the questions business owners ask us.
Before we meet
Answers for the road ahead
How do I schedule a meeting with Two Roads?
Schedule a call with Two Roads through our Schedule a Call page. Drop in a few details, choose a time that works best for you, and we'll get it in the books (pun most definitely intended).
What will be covered during our first meeting?
Your first meeting with Two Roads is a time to determine whether we would be a good fit for one another. No need to study, just a casual conversation about your business and how we could possibly be of service.
What services does Two Roads provide?
Two Roads provides support to business owners through Bookkeeping, Tax, and CFO Advisory services.
How do I know if Two Roads is a fit for my business?
If you are tired of spending all of your time managing your own accounting, enjoy the idea of a professional set of eyes on your books, and are open to cloud based accounting softwares, then Two Roads could likely be a fit for you.
Where are Two Roads employees located?
Two Roads is a remote company, so our team is located all over. We have team members across the US and even a few live internationally. Offering remote work is important to us.
What does the onboarding process look like?
Onboarding with Two Roads varies from client to client, but for most clients it takes between 45-60 days. Our team's goal is to get you on to your regular accounting team as soon as possible. Some factors that could extend this are the current status of your books, timely communication between our team and yours, and planned opening dates of a new business.
How will Two Roads get access to my financials?
Following our first call, Two Roads will ask you to invite us as an accountant user or provide login information for QBO conversion needs, depending on the type of accounting system you are currently using.
What are Two Roads teams?
Two Roads Teams consist of an Accounting Coordinator, a Bookkeeper, and a Team Lead. The Accounting Coordinator is the main point of contact, the Bookkeeper maintains weekly tasks, and the Team Lead is responsible for making sure the client is receiving the level of service expected and all deliverables are delivered.
How do I communicate with my Two Roads team?
Feel free to email, call, or text your Two Roads team and we'll be in contact. However, we do draw the line at carrier pigeons – they just aren't reliable.
What business owners say about their team
MaryAnn Woods
July 2026
“Love them! Great response and problem solving. Their staff are always so friendly and helpful. HUGEEE shout out to Laura N. She always goes above and beyond and is always incredibly helpful. Very much appreciate her! PT is so happy she always has our back!”
Kelly Kress
July 2026
“We've used Two Roads for my business, Fletcher Marketing Communications, for about 14 years now. They are responsive, reliable and good at what they do. Highly recommend!”
Seth K
June 2026
“Great company. They've consulted with us on our processes and we're very knowledgeable. I appreciate how they cared more about helping us than they did selling us. It was evident they had my companies best interest in mind.”
Brandon Bruce
March 2026
“I've worked with the team at Two Roads for the past 6+ years and they've been on top of the books the entire journey. I've especially appreciated their fast action when business strategy and deadlines have required it.”
Jason Phillips
March 2026
“Great experience with many people at Two Roads. Been using them for years and very happy with their work and support”
Robin Bray
May 2025
“Outstanding service by the Two Roads team. I have been so impressed at how quickly they came up to speed and what a good job they do.”
4.9from 97 reviews onGoogle
Still have a question?
No need to study. Just a casual conversation.
Your first meeting is a time to see whether we'd be a good fit for one another, a casual conversation about your business and how we could possibly be of service.
- Bookkeeping, Tax and CFO Advisory
- Onboarding in 45-60 days for most clients
- A Coordinator, Bookkeeper and Team Lead
- Email, call or text your team