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.
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.
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 →Transparent pricing. No surprises. Every engagement starts with a conversation.
Need something one-time? We also offer à la carte services including books cleanup, financial assessments, software setup, and loan preparation.
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.
Articles and guides for business owners who want to understand their finances — not just hand them off.
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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