Services / Bookkeeping
01 — Bookkeeping Services

Clean books.
Every month.
Without asking.

Monthly close, reconciliation, and plain-English reporting — delivered on time, with a written narrative that tells you what the numbers mean for your business.

Who this is for

You might be a good fit if…

Your books are months behind and tax season is coming

You're spending weekends catching up on transactions instead of running your business

You hand your CPA a mess of receipts every April

You're not sure if your business is actually profitable month to month

You've outgrown spreadsheets but haven't made the leap to real accounting software

You want someone to actually explain what's happening in your financials — not just send a report

✋

Not sure if bookkeeping is what you need? Book a free call — we'll tell you honestly whether this is the right service for your situation.

Plans & Pricing

Three tiers. One standard of work.

Every plan includes the same quality of bookkeeping. The difference is the level of analysis, reporting depth, and strategic involvement.

Essentials
$600/month
Small businesses that need accurate, organized books delivered on time.
  • Monthly transaction categorization & reconciliation
  • Profit & loss, 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
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Most Popular
Clarity
$1,500/month
Growing businesses that need to understand what's driving results — not just see the numbers.
  • Everything in Essentials
  • KPI dashboard tracking your key metrics
  • Budget vs. actuals analysis
  • 3-month rolling cash flow forecast
  • 45-minute monthly review call
  • Forward-looking written commentary
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Command
$3,000/month
Businesses where financial strategy 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 & forward-looking analysis
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All plans include CPA coordination. Rooted Financial does not prepare taxes or provide tax advice.

FAQ

Common questions.

What exactly happens each month?
At the end of every month, we categorize all transactions, reconcile every account, and prepare your financial statements. Within a few business days of close, you receive a written report that explains the month in plain language — not just the numbers, but what they mean for your business.
Do I need to do anything to get started?
Getting started is straightforward. After we agree on scope, we send you a short intake form and request access to your accounting software and bank accounts. Most clients are fully onboarded in under a week.
What if my books are already behind?
A bookkeeping cleanup is typically the first step. We scope the catch-up project separately, get everything current, and then move into a monthly rhythm. We'll tell you exactly what that looks like and what it costs before we start.
Do you work with my CPA?
Yes — that's part of the job. We deliver year-end ready books and can coordinate directly with your CPA during tax season so the handoff is clean. We don't replace your CPA; we make their job easier.
What software do you use?
We work primarily with QuickBooks Online and Xero. If you're not yet on accounting software, we'll help you choose and set up the right platform as part of onboarding.
Can I change plans?
Yes. Plans are month-to-month with 30 days notice. If your needs grow or change, we adjust. There's no long-term commitment required.

Ready for books you can actually rely on?

Book a free 30-minute call. We'll review your current situation and tell you exactly what you need.

Book a Free Call →

Or email us at info@rootedfinancial.co