Enterprise Expertise. Small Business Access.

Your books are in
good hands.
Finally.

Rooted Financial brings enterprise-level bookkeeping and financial insight to small businesses, startups, and families who deserve to know exactly where they stand.

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

Monthly Report — March 2026
Total Revenue
$84,200
↑ 12% vs. prior month
Net Income
$22,450
↑ 8% vs. prior month
Cash on Hand
$61,800
4.2 months runway
William's Note
A strong month — revenue hit a 6-month high driven by two new client contracts. Operating expenses stayed flat. Cash position is healthy. Recommend setting aside $8K for estimated taxes before month-end.
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 months behind
You know they need attention, but there's never time — and every month that passes makes it worse.
You get reports you can't read
Numbers on a page. No narrative. No explanation. You have to guess what it means for your business.
Tax season is always a scramble
Your CPA spends half their time cleaning up your books before they can even start the return.
You're making decisions without data
Hiring, pricing, investing — you're running on gut instinct when you should be running on numbers.
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 →
📊
Clean books, every month
Every transaction categorized, every account reconciled, delivered on time without you having to ask.
📝
Plain-English narratives
Not just reports — a written explanation of what happened and what it means, every single month.
🎯
Forward-looking analysis
KPIs, cash flow forecasts, and scenario modeling — so you're making decisions based on data, not instinct.
🤝
A real thinking partner
When you're making a big decision, you'll have someone in your corner who understands your numbers and your business.
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.
Services & Pricing

Monthly bookkeeping that grows with you.

Transparent pricing. No surprises. Every engagement starts with a conversation.

Essentials
Essentials
$600/month
Clean books and a clear monthly picture — everything a growing business needs.
  • Monthly transaction categorization & reconciliation
  • Profit & loss, balance sheet, cash flow summary
  • Plain-English written narrative each month
  • 30-minute monthly review call
  • Year-end ready books for your CPA
  • Secure client portal access
Command
Command
$3,000/month
For businesses where the CFO function matters — but a full-time CFO isn't the right move yet.
  • 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

Need something one-time? We also offer à la carte services including books cleanup, financial assessments, software setup, and loan preparation.

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
You need financial infrastructure from day one — not duct tape. We build it right so it scales with you and gives investors what they need to see.
🏡
Families
Your financial life is complex enough to deserve professional attention. We help families understand their full financial picture and make better decisions.
🏗️
Mid-Market Companies
If you've outgrown QuickBooks or need NetSuite, or if you need a part-time CFO without the full-time cost, we bring direct enterprise experience.
About William

I've seen how the big companies do it.
Now I'm bringing that to you.

I spent years working inside large corporations, managing financial operations at a level most small business owners never see — complex reconciliations, software migrations, the rooms where real financial decisions get made.

What I noticed, over and over, was the gap. Large companies have entire teams dedicated to understanding their numbers. Small businesses, the ones doing the real work, often have no one in that role at all.

I started Rooted Financial to close that gap. Not a stripped-down version — the real thing, adapted for businesses that don't have an accounting department on payroll.

QuickBooks Online Certified ProAdvisor
Experience across QBO, Xero, NetSuite, and more
Based in Pooler, Georgia — serving clients nationwide
Years of corporate accounting and financial operations
Full Story →
"Every business owner deserves to understand their finances — not just at tax time, but every month, in plain language, with someone who actually cares about what the numbers mean for their future."
— William Hatcher, Founder
Resources

Financial clarity, in plain English.

Articles and guides for business owners who want to understand their finances — not just hand them off.

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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.

Or email us directly at whatcher@rootedfinancial.co