
Financially Rooted,
Dream with Confidence
Embrace financial empowerment and unleash your entrepreneurial potential with us. We specialize in crafting customized strategies to fortify your small business foundation, ensuring you’re resilient today and thriving tomorrow.
We are Rooted Accounting & CFO Solutions
Service-based businesses trust Rooted Accounting & CFO Solutions to bring structure, clarity, and support to their finances. Whether you’re just getting started or scaling past $1M, we help you stay confident and in control. With personalized strategies and a deep understanding of your business, we make financial management feel grounded and less overwhelming so you can focus on what you love.

Why Business Owners Love Working With Us
Service Options (Pricing Varies)
Below are examples of the monthly service packages we offer. Each package is designed to support businesses at different stages of growth and can be customized based on your specific needs. We’ll walk through the best fit during your consultation.
Up to $200k in Revenue
ESSENTIALS
$500
PER MONTH
Monthly Recordkeeping
Unlimited Transactions
Up to 5 Bank/Credit Accounts
HubDoc Subscription
Unlimited Communication
Quarterly Financial Debrief
(Reports + Video)
Annual Financial Presentation
Annual 1099 Filings (Up to 5) + Compliance Reminders
$200k+ in Revenue
GROWTH
$750
PER MONTH
Everything in Essentials
Bi-Monthly Recordkeeping
Unlimited Bank/Credit Accounts
Unlimited Communication
Payroll with QuickBooks Online
Monthly Financial Debriefs
(Reports + Video)
Annual Financial Presentation
Annual 1099 Filings (Up to 10) + Compliance Reminders
$400k+ Revenue + Physical Products
STRATEGY
$1,250
PER MONTH
Everything in Growth
Weekly Recordkeeping
30 Minute Monthly Strategy Session
Annual Recap & Budget Planning
Meeting with Katie
LivePlan Subscription
Quarterly Forecast Updates

Ready to grow? Let’s talk finance.
There has never been a better time than right now. Book a discovery call with Rooted Accounting & CFO Solutions today.

