Bookkeeping & Accounting

Helping you stay grounded in the numbers that matter.

At Rooted in Finance, we provide personalized bookkeeping and accounting services for individuals, small businesses, startups, and self-employed professionals in Midlothian, Waxahachie, Mansfield, Cedar Hill, and the greater Dallas-Fort Worth area.

Whether you’re tracking growth, managing expenses, or planning for the future, we help keep your financial roots strong and organized.

From monthly QuickBooks setup and training to detailed financial reports, we make sure your books are accurate and up to date so you can focus on running and growing your business.

- Services tailored to your pace — weekly, monthly, or quarterly

- For small businesses, non-profits, trusts/estates, funds, startups, & self-employed professionals

- Full-service accounting or as needed

- Individual budgeting, debt-payoff, and investment tracking

Tax Preparation & Planning

Tax prepartion and planning in Midlothian, TX -- hands pruning crops to represent maximizing deductions and trimming unnecessary expenses

Prune the unnecessary so your finances thrive.

We specialize in proactive tax preparation and planning for individuals and businesses across Midlothian, Waxahachie, Mansfield, Cedar Hill, and the Dallas-Fort Worth area.

Our approach goes beyond compliance — we identify tax deductions, credits, and strategic opportunities to help you keep more of what you earn.

We have extensive experience handling all different types of returns - from the simplest to the most complicated. We work with you to determine the best services for your needs.

  • Year-round tax support, not just during busy season

  • Corporate, small business, non-profit, & trust/estate tax services

  • Personal returns, multi-state filings, and IRS assistance

Financial Analysis & Consulting

Harvesting insights to help you plan, grow, and prosper.

Our financial consulting services give individuals and business owners clarity, confidence, and control over their money.

We help with budgeting, forecasting, cash flow strategy, and long-term planning — so whether you’re building a business or saving for your future, you’re never doing it alone.

  • Cash flow planning, financial strategy, and forecasting

  • Investment readiness and profitability guidance for businesses

  • Personal budgeting, debt payoff strategies, and life planning