About Us
At R & T Accounting & Management, our mission is to offer clear, concise tax preparation and bookkeeping services to every client, ensuring that you understand exactly how your money is working for you. We believe that taxes should not be a mystery, and our goal is to educate you on your finances, empowering you to make informed decisions that benefit your financial future. Whether you are handling personal finances or running a business, we are here to simplify the process and provide the support you need.
One of the key ways we ensure the highest quality service is by investing in continuous education and training. Each year, our team undergoes extensive training on the most advanced accounting software and keeps up with the latest tax laws and updates. This dedication allows us to deliver the most accurate and efficient services to our clients, giving you peace of mind that your financial information is being handled by knowledgeable professionals.
At R & T Accounting & Management, we work alongside you at every stage, from handling your individual tax returns to managing your company’s financials. We go beyond the numbers to focus on building a relationship with you, providing personalized services that meet your unique needs. Whether you prefer to manage everything from the comfort of your home or require more in-depth financial consultations, we aim to make the entire process simple, educational, and streamlined. Your experience matters to us, and we are committed to delivering quality service that reflects our values of care and professionalism.
What sets us apart is that we don’t stop at traditional bookkeeping and tax preparation. We also provide our clients with Key Performance Indicator (KPI) reporting as part of our monthly financial services. KPIs go beyond the standard monthly financial reports by offering deeper insights into your business’s performance. Instead of simply providing a breakdown of revenue, expenses, and profit margins, KPI reports focus on critical metrics that drive success, such as cash flow trends, profitability ratios, operational efficiency, and customer acquisition costs. By monitoring these key indicators, you gain a better understanding of your business’s health, identify areas for improvement, and make data-driven decisions that can lead to greater financial growth.
In addition to KPI reporting, our monthly financial reports are designed to be comprehensive yet easy to understand. We break down the numbers in a way that helps you see the bigger picture, ensuring that you have a full grasp of where your business stands financially. With R & T Accounting & Management, you can trust that we are not just providing numbers but also offering insights and solutions to improve your financial well-being. Every client we serve receives our commitment to transparency, accuracy, and a partnership that helps your money work for you
Meet The Team
Latasha Stephens
Founder & CEO
Joy Daniel
Executive Office Assistant
Umer Draz
Senior Accounting Officer
Vision
R & T Accounting & Management is committed to providing extensive and thorough virtual Tax & Bookkeeping and Notary services that meet your every need. We build trusting and honest relationships with every client, customizing each service to meet your specific needs. Every client comes to us with a different story, and your tax and bookkeeping services should be just as unique as you are.
Results
At R & T Accounting & Management, we go beyond the numbers to work closely with you on a personal level, understanding the full scope of your financial landscape. We carefully assess your unique needs and goals, developing tailored strategies that align with your objectives. Our team brings a wealth of experience and industry expertise to the table, ensuring that every decision is informed by best practices and designed to deliver optimal results. Whether you’re managing a small business or overseeing complex financial operations, we’re committed to helping you achieve the best possible outcomes.
Relationships
We understand that trust and collaboration are the cornerstones of any successful partnership. R & T Accounting & Management is not just a service provider; we are your dedicated partner in navigating the complexities of your financial world. Our firm is large enough to offer a full spectrum of professional services—from bookkeeping and tax preparation to payroll management and KPI reporting—yet small enough to ensure that you receive the personalized attention that makes a difference. We take pride in building long-term relationships with our clients, grounded in transparency, integrity, and a shared commitment to success.
Relief
Life and business can be unpredictable, but with R & T Accounting & Management by your side, you can have peace of mind knowing that your financial affairs are in capable hands. We are fully equipped and ready to handle any challenge that arises, providing comprehensive support so that you can concentrate on what matters most to you—whether that’s growing your business, spending time with family, or pursuing new opportunities. Our proactive approach ensures that you’re always one step ahead, with the confidence that comes from knowing your financial management is being expertly handled.