Empowering Your Financial Freedom

Miami, FL l Dallas, TX

Fully customizable tax, finance, & accounting

Ratios & Analytics
Fund Accounting
Non-profit & Information Reporting
Business Filings & Compliance

Full Scale Accounting & Bookkeeping
Tax Preparation & Planning
Budgeting, Debt Management, & Investment Strategies
Investor & Regulatory Reporting

Rooted in Finance specializes in delivering judgment-free services and simple, easy-to-understand results - at a price point that works for you.