Healthy businesses start below the surface.
Rooted combines bookkeeping, financial reporting and hands-on advisory, so you always know where you stand and what to do next.
Seven pillars hold up every strong business
Like a tree, a business is only as healthy as its roots. We work on each pillar with you, so what grows above ground lasts.
Success
Sustainable, profitable and enduring.
Clarity
Numbers you understand and a clear next step every month.
Accountability
We follow through on what we agree to, and we help you do the same.
Progress
Steady, measurable improvement you can see in your reports.
Choose the support that fits your business
Simple monthly packages. No surprises, no hourly billing.
Rooted Essentials
$750/month
For owners who need organized financial information and guidance.
- Monthly bookkeeping
- Monthly financial reporting
- One financial review meeting
- Basic KPI dashboard
Rooted Growth
$1,750/month
For owners who want to improve profitability and grow.
- Monthly bookkeeping
- Monthly financial reporting
- Monthly strategic advisory meeting
- Profitability analysis
- KPI dashboard
- Action plan and accountability
Rooted Partnership
$3,000/month
For established businesses needing more hands-on support.
- Advanced bookkeeping
- Monthly financial reporting
- Biweekly advisory meetings
- Budgeting and forecasting
- Operational improvement planning
- KPI tracking
- Ongoing accountability
Websites, marketing campaigns, tax returns and specialized IT projects are quoted separately.
Refer a business owner, earn 5% of what we collect
Accountants, attorneys, bankers, consultants and connectors: if you know an owner who needs financial clarity, become a Rooted referral partner.
Let’s talk about your business
Tell us where you are and where you want to be. We’ll reply within one business day to schedule your intro call.