Financial Clarity for Every Stage of Your Business.
Whether you are establishing the foundation of a new business, trying to make sense of financial systems that have become overwhelming, or looking for experienced guidance as you grow, The Rooted Soul meets you where your business is today.
The goal is not simply to complete financial tasks. It is to create the structure, visibility, and understanding you need to make better decisions about the business you are building.
Financial Stewardship for Every Stage of Business
Whether you're building your business from the ground up, strengthening the systems behind an existing business, or looking for ongoing financial stewardship, The Rooted Soul offers support designed to meet you where you are. Choose the level of support that fits your business today.
ROOT
For entrepreneurs creating the foundation of a new business. ROOT helps you establish the financial and operational structure your business needs from the beginning.
Business Formation Package
Hands-on support for building your business foundation correctly from the start.
This package guides you through the essential financial and administrative pieces of launching your business, including entity selection guidance, EIN and registration support, licensing guidance, banking setup, accounting setup, QuickBooks chart of accounts, and your initial bookkeeping structure.
Government filing fees, software fees, and separately requested administrative filing services are not included.
GROW
For existing businesses that need cleaner systems, more accurate books, and stronger financial structure.
QuickBooks Setup
Start with QuickBooks configured around the way your business actually operates.
Includes a new company file, customized chart of accounts, customer and vendor setup, banking connections, applicable sales-tax setup, and payroll mapping when needed.
QuickBooks subscription and other software fees are not included.
QuickBooks Cleanup
Get your books back to a place where you can trust the numbers.
Designed for businesses with unreconciled accounts, miscategorized transactions, incorrect balances, historical bookkeeping issues, or books that need to be prepared for accurate reporting or tax preparation. Because cleanup work varies significantly by business, pricing is customized after a brief assessment of your books.
STEWARD
For business owners who want consistent financial oversight, dependable books, and greater clarity around the numbers driving their business.
SEED
A focused entry point for business owners who want clearer financial direction and practical next steps.
SEED is designed to help you understand where your business stands financially, identify what needs attention, and move forward with greater clarity and confidence.
Essential Bookkeeping
Reliable monthly bookkeeping without unnecessary complexity.
Designed for businesses with up to 100 monthly transactions. Includes monthly reconciliation, financial statements, and email support.
Comprehensive Bookkeeping
More hands-on financial support for businesses that need deeper monthly oversight.
Designed for businesses with up to 300 monthly transactions. Includes accounts payable and accounts receivable support, monthly reporting, and a monthly strategy call.
Established Business Bookkeeping
Higher-level financial stewardship for businesses with greater volume and operational complexity.
Because every established business has different bookkeeping and reporting needs, pricing is customized after a brief assessment of your business.
May include payroll coordination, cash-flow review, KPI reporting, financial reporting, and a monthly financial meeting.
Start With the Rooted Business Health Assessment.
Before we talk about services, let's first understand the business behind them. The Rooted Business Health Assessment is designed to help identify what is working, where there may be gaps, and what deserves attention next.
Your responses also give me an opportunity to understand your business before we connect, so our time together can be focused on the areas that matter most.
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