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Steve Roman

I help independent business owners with tax planning and compliance, budgeting, cash flow forecasting, purchase and sale transactions, succession planning, and financial reporting. I have over 30 years of experience across a broad range of industries, including construction, real estate, agriculture, and retail. 

I take a comprehensive approach with clients to help them meet both their business and personal financial goals. I’m interested in understanding the owner and their business on a personal level to guide them through opportunities and challenges at the different stages of their business’s life cycle.  

I firmly believe our clients receive the most well-rounded experience and service with a unified approach.  I attribute my success to my team and make a point to spend a significant time to support their careers. I often draw on their strengths and abilities and also those of my colleagues in Advisory, Tax, and other service lines, where needed. 

I also enjoy spending time supporting my colleagues, community, and the profession. I've been a part-time practice inspector with CPA Ontario since 2009 where I perform peer reviews of other CPA firms. I find the work quite rewarding as it helps me broaden my perspective on the work we do as CPAs. I enjoy most sports and swim regularly with the London Silver Dolphins. I am a proud recipient of the 2015 London Sports Council’s Administrator of the year who recognized my service as a volunteer with the London Aquatic Club where both my children swam.

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