Tasi Financial
Anchored in clarity. Designed for freedom.
Our Services
Monthly Bookkeeping
Stay on top of your finances with accurate, timely bookkeeping each month. We handle transaction categorization, account reconciliation, and financial reporting so you can focus on running your business with confidence.
Financial Clean-Ups
Behind on your books? We specialize in organizing and correcting past financial records—-cleaning up transactions, reconciling accounts, and bringing your books up to date for accurate reporting and piece of mind.
Year-End Tax Package Preparation
Make tax season stress-free with organized, accountant-ready financials. We compile all necessary reports and documentation—profit & loss, balance sheet, general ledger, and more—so your tax professional has everything they need to file accurately and on time.
QuickBooks Online Setup & Support
Start strong with expert QuickBooks Online setup tailored to your business. We handle account configuration, chart of accounts, and integrations—-plus ongoing support to ensure you get the most out of your system.
Profit & Loss Statements
Get a clear picture of your business performance with detailed profit and loss statements. We provide accurate, easy-to-read reports that show your income, expenses, and bottom line—helping you make informed financial decisions.
Personalized Reporting
Make smarter business decisions with customized financial reports designed around your goals. We create tailored dashboards and insights that go beyond standard reports to give you the data that matters most
At Tasi Financial, we believe your books should bring you peace — not pressure.
Founded by husband-and-wife duo, Jaret and Brittany Roberto, Tasi was created to deliver clear, dependable bookkeeping rooted in balance, heritage, and freedom. Whether you’re building your business from one place or taking it on the road, we provide calm, consistent financial support every step of the way.
Who we are
Backed by over 10 years of experience, we are certified bookkeepers and QuickBooks ProAdvisors, combining deep knowledge with an easy-to-work-with style. From monthly bookkeeping to financial clean-ups, we offer the clarity and structure you need to stay organized and move your business forward with confidence.
Named after the Chamorro word for ocean, Tasi reflects the values we live by — flow, steadiness, and connection.
You focus on the journey — we’ll keep your books balanced.
Contact Us
Let’s bring flow to your finances. Fill out some info and leave a message containing the services you are interested in. We will be in touch shortly with a free consultation. We can’t wait to hear from you!