MRomero, CPA

MRomero, CPA I have worked in different industries from not-for-profit, tourism, and educational institutions.

At MRomero CPA we integrate guided expertise, technology innovation, and our THRIVE methodology to deliver a holistic CFO, accounting, and tax solution for growth oriented small business owners. Focusing on small to medium-sized businesses, I can definitely help you with your business needs whether you are a startup business, doing catch up with your books or you just need more time to spend focus

ing on your business or family. Being a business owner within

the community, I know and understand how tedious and time-consuming keeping your books updated can be. Entrust your business to us so you can have peace of mind and have more time to spend with what you love.
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After Hours & Weekends: By Appointment

A business owner recently told me they had projections.A roadmap. A plan built with a coach.They knew where they were tr...
06/17/2026

A business owner recently told me they had projections.
A roadmap. A plan built with a coach.

They knew where they were trying to go.

But when I asked how the actual numbers compared to the plan,
the answer was that nobody had checked.

The books were behind.
The projections were in a document somewhere.
They were not in the same conversation.

A projection you cannot measure against
is just a document.

📩 Message MRomero CPA today.
📞 778-978-0021 | 250-554-8381
📧 [email protected]

Many small business owners see bookkeeping as an administrative cost to minimize.But clean, current, reconciled books ar...
06/16/2026

Many small business owners see bookkeeping as an administrative cost to minimize.

But clean, current, reconciled books are what allow every other financial decision to be made well.

The investment in a good bookkeeping setup is not just about compliance ,
it is about having the information you need to run the business confidently.

Bookkeeping records what happened.Advisory helps you understand what it meansand what to do next.Those are different ser...
06/15/2026

Bookkeeping records what happened.

Advisory helps you understand what it means
and what to do next.

Those are different services.
Most business owners only have access to the first one.

The books get done.
A report gets produced.
The owner looks at it, is not sure what they are supposed to do with it,
and goes back to running the business by feel.

Clean books are not the finish line.
They are the starting point.

📩 Message MRomero CPA today.
📞 778-978-0021 | 250-554-8381
📧 [email protected] See less

One of the things that comes up often in early conversations:Personal credit cards being used for business expenses.Pers...
06/11/2026

One of the things that comes up often in early conversations:

Personal credit cards being used for business expenses.
Personal savings going in to cover a slow month.
A loan the owner made to their own company with no record of it.

It feels manageable in the moment.

But it means the business's real profit is invisible.
Tax exposure is building.
And if a lender or a buyer ever looks at the books,
the picture is not clean.

It is not a character issue.
It is just a setup that was not built for the size the business has reached.

Need help getting organized?
📩 Message MRomero CPA today.
📞 778-978-0021 | 250-554-8381
📧 [email protected]

Bank reconciliation means matching your books to your actual bank statements.Doing this monthly catches errors early, fl...
06/10/2026

Bank reconciliation means matching your books to your actual bank statements.

Doing this monthly catches errors early, flags missing transactions,
and gives you confidence that the numbers you are looking at are real.

Leaving reconciliation for the year-end accountant means a year of potential errors
sitting undetected in your books.

When the books are behind, every decision gets harder.Hiring? Not sure we can afford it.New equipment? Let me check with...
06/09/2026

When the books are behind, every decision gets harder.

Hiring? Not sure we can afford it.
New equipment? Let me check with the accountant.
Taking on a new client? The margin math is unclear.

The books not being current is not just a filing problem.
It is a decision problem.

Every month without current numbers is a month of decisions made by feel.

Need help getting organized?
📩 Message MRomero CPA today.
📞 778-978-0021 | 250-554-8381
📧 [email protected]

06/05/2026

There is a specific kind of tired that a lot of business owners carry.

Not the tired from working hard.
The tired from never quite feeling caught up financially.

The reports are late.
The decisions are delayed.
The numbers exist somewhere but they are not helping.

Revenue is growing.
The books are always a step behind.

It is not a failure of the business.
It is a gap between where the business is
and what the financial setup was built for.

If you need help with bookkeeping or accounting, MRomero CPA is here to help Canadian small business owners stay organized and stress less.

📞 778-978-0021 | 250-554-8381
📧 [email protected] See less

Many business owners manage their finances by watching the bank account.But the bank balance does not show outstanding i...
06/04/2026

Many business owners manage their finances by watching the bank account.

But the bank balance does not show outstanding invoices, upcoming payables,
committed expenses, or tax obligations.

Managing off the bank balance is like driving by looking at the rear-view mirror.
You need a forward-looking cash view, not just a snapshot of today.

Address

Kamloops, BC

Telephone

+17789780021

Website

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