Enterprise Expertise. Small Business Access.

Your books are in
good hands.
Finally.

Rooted Financial brings enterprise-level financial expertise to small businesses, startups, and families — across bookkeeping, CFO advisory, software, coaching, and strategy.

Book a Free Consultation See How It Works →

Built on years of enterprise accounting experience. Now available to businesses like yours.

3x
More affordable
A full-time CFO costs $150K–$300K/year. Rooted Financial delivers the same strategic oversight at a fraction of that.
10+
Years Experience
24hr
Response Guarantee
5
Service Lines
Sound Familiar?

Most small businesses are flying blind.

You started your business to build something — not to spend Sunday nights untangling transactions or wondering if your books are actually right.

Most business owners fall into one of three traps: they do their own bookkeeping poorly, hand it to someone who treats it like data entry, or avoid the whole thing and hope for the best at tax time.

None of those options give you what you actually need: a clear picture of where your business stands, and someone who can help you think about what to do next.

Your books are behind and tax season is coming
Every month that passes makes the backlog worse — and your CPA spends half their time cleaning up before they can even start.
Your accounting software is set up wrong and you know it
Wrong chart of accounts, broken bank feeds, reports that don't match reality. A bad setup creates bad data — no matter how diligently you use it.
You're making big decisions without real financial guidance
Hiring, pricing, expansion — you're running on gut instinct when you should have a financial model, a cash flow forecast, and someone to think it through with.
You need a plan — for your business or your personal finances — but don't know where to start
Whether you're launching something new or trying to get your personal finances organized, the hardest part is knowing what to do first.
What Makes Us Different

Enterprise expertise.
Small business access.

William Hatcher spent years inside large corporations managing complex financial operations — the kind of work most small businesses never get access to. At Rooted Financial, that experience is available to you.

We don't just keep your books. We reconcile every account, deliver clean financial statements every month, and write plain-English narratives that tell you what the numbers mean. Your CPA gets tax-ready books. You get clarity.

Start the Conversation →
📊
Bookkeeping Services
Monthly close, reconciliation, and plain-English financial reporting — delivered on time, every month, without you having to ask.
💻
Accounting Software Services
QuickBooks, Xero, and NetSuite — setup, migration, training, and ongoing support, done correctly from the start.
🎯
CFO Advisory
Fractional CFO-level guidance — cash flow forecasting, financial modeling, and strategic oversight without the full-time salary.
🏡
Personal Financial Coaching
Education and accountability for individuals and families building better financial habits. Coaching and guidance — not investment advice.
🚀
Business Strategy & Startup
Launch blueprints, financial models, break-even analysis, and SBA prep for founders building something that lasts.
Our Services

Five ways to grow
from solid ground.

One firm. Five service lines. Each one built for a different stage of your financial journey.

01
Bookkeeping
Monthly close, reconciliation, and tax-ready reporting.
Learn more →
02
Accounting Software
Setup, migration, and training for QBO, Xero, and NetSuite.
Learn more →
03
CFO Advisory
Fractional CFO strategy — forecasting, modeling, and oversight.
Learn more →
04
Personal Financial Coaching
Financial education and accountability for individuals and families. Not investment advice.
Learn more →
05
Business Strategy & Startup
Launch blueprints, financial models, and growth advisory for founders.
Learn more →
See Full Services & Pricing →
The Process

From first call to first deliverable
in two weeks.

01
Book a free 30-minute call
We talk about your business, where your books stand, and what you actually need. No sales pressure — just an honest conversation.
02
You receive a proposal
Clear scope, clear pricing, within 24 hours. No surprises, no hidden fees. You know exactly what you're getting before you commit.
03
Onboarding is painless
We handle the setup. A short intake form, access to your accounts, and we take it from there. Most clients are up and running in under a week.
04
Your first deliverable arrives
Clean books. A report you can actually read. A conversation about what it means. And a standing monthly rhythm from that point forward.
Bookkeeping Plans

Monthly bookkeeping that grows with you.

Starting point pricing for our core bookkeeping service. See all five service lines →

Essentials
$600/month
Clean books, monthly statements, and a written summary you'll actually read.
  • Monthly transaction categorization & reconciliation
  • P&L, balance sheet, cash flow summary
  • Plain-English written narrative
  • 30-minute monthly review call
  • Year-end ready books for your CPA
  • Secure client portal access
Get Started →
Most Popular
Clarity
$1,500/month
Deeper analysis and KPIs for businesses that want to understand what's driving results.
  • Everything in Essentials
  • KPI dashboard tracking your most important metrics
  • Budget vs. actuals analysis
  • 3-month rolling cash flow forecast
  • 45-minute monthly review call
  • Forward-looking written commentary
Get Started →
Command
$3,000/month
Fractional CFO support for businesses where the numbers drive the strategy.
  • Everything in Clarity
  • Fractional CFO strategic guidance
  • Scenario modeling for major decisions
  • 60-minute monthly strategy call
  • Priority response & ad-hoc questions
  • Decision support and forward-looking analysis
Get Started →

Looking for CFO advisory, software setup, personal coaching, or startup strategy? See all five service lines →

Who We Work With

Built for businesses
that are serious about growth.

🏢
Small Business Owners
Whether you're at $300K or $3M in revenue, you deserve books that are clean, accurate, and delivered on time with a clear explanation of what they mean.
🚀
Startups & Founders
You need financial infrastructure and a launch-ready model from day one — not duct tape. We build it right so it scales with you and gives investors what they need to see.
🏡
Individuals & Families
Your financial life is complex enough to deserve professional attention. We provide financial coaching and education — building clarity, not making decisions for you.
📈
Growing Companies
If you've outgrown basic bookkeeping and need CFO-level thinking — or NetSuite where QuickBooks used to live — we have the experience to step in.
About William

I've seen how the big
companies do it.

Years of enterprise financial operations — the kind of complex, high-stakes work most small businesses never get access to. I started Rooted Financial to change that.

When you work with Rooted Financial, you get that same caliber of thinking applied directly to your business. Not a stripped-down version — the real thing.

Enterprise accounting & financial operations experience
QuickBooks, Xero & NetSuite certified
Based in Georgia — serving clients nationwide
Read the Full Story →
Good financial guidance shouldn't only be available to businesses with a finance department.
— William Hatcher, Founder
Let's Talk

Ready to actually understand
your finances?

Book a free 30-minute call. We'll talk about your business, answer your questions, and tell you exactly how we can help — no obligation, no hard sell.

Book Your Free Call →

Or email us directly at info@rootedfinancial.co