Rooted Financial brings enterprise-level financial expertise to small businesses, startups, and families — across bookkeeping, CFO advisory, software, coaching, and strategy.
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 →One firm. Five service lines. Each one built for a different stage of your financial journey.
Starting point pricing for our core bookkeeping service. See all five service lines →
Looking for CFO advisory, software setup, personal coaching, or startup strategy? See all five service lines →
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.
Articles and guides for business owners who want to understand their finances — not just hand them off.
Your mortgage payment is just the opening act. Here’s what new homeowners actually spend in year one, and how to build a budget that doesn’t fall apart the first time something breaks.
Cutting costs and cutting corners are not the same thing. Here’s how to find the expenses quietly draining your profit, without touching the ones that actually grow your business.
Most small business owners either under-claim out of fear or guess and hope. Here’s the actual rule for what counts as a write-off, and a simple system for tracking it.
Not every problem needs a monthly engagement. Our Money Talks imprint puts the same enterprise-grade thinking into practical, plain-English guides you can buy once and use forever.
Bookkeeping, taxes, pricing, debt, wealth building, and more. Instant digital download, no subscription.
Visit the Shop →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 info@rootedfinancial.co
