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Meet Your New Finance and Accounting Partner.

At Rooled, we combine decades of experience with best-of-breed technologies to make your finances easier to manage, easier to coordinate, and easier to advance. Request consultation.

Why Rooled

We offer you better financial performance by guiding you through each stage of your company’s life cycle.

Our CFOs, Controllers, and staff accountants will partner with you to understand your business and implement customized and tailored solutions. We are here to help you by not just being your financial consultants but your partners as you take your business to new heights.

Rooled teams work together, centered around you and your goals, to provide you with the best in class, counsel you require. Get access to our varied portfolio of services to transform your business operations.

Our Services

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CFO Consulting

Let our expert CFOs help your startup scale. Rooled can lead your planning and forecasting process and ensure a comprehensive understanding of your finances. Get expert insights into your funding and growth strategy.

Meet your CFO.
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Outsourced Accounting

Accounting as a function is a critical foundation for business, as well as providing up to date financial information and monitoring business performance. Rooled’s platform provides full bookkeeping and controller services for high-growth companies from seed to exit.

Start outsourcing.
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Small Business Tax Services

We help you stay on the right side of tax compliance. Get tax efficiency strategies, tax preparation services, and help in understanding your tax requirements from the Rooled team.

Rool your taxes.

Notable Past Clients

Slack logo
Pinterest logo
Stripe logo
Truebill logo
AllTrails logo
Howl logo
Mashgin logo
Platzi logo
Qapital logo
Sealed logo
Caption Health logo
Clarity Money logo
Code Climate logo
Current logo
Duck Duck Go logo
Immuta logo
Ntopology logo
Lithic logo

Client Testimonials

I liked the people. My controller is someone I trust. She's very responsive and moves quickly when there's an issue or something needs to get done. MyOme
Rooled solved all of our problems with bookkeeping and expenses. AdAstral
We chose Rooled for their responsiveness. They are easy to work with, competent and work at the pace needed for a start up. Vizbee, Inc.
Rooled is experienced, consistent, committed and has a solid team approach. Sustainable Life Media
Rooled solved all of our problems with Accounting and CFO advisory. OnFrontiers, Inc.

Resources

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Startup Finance•Taxation•

ERC Credit 2022: What You Need to Know

The ERC is equal to 50% of qualified wages paid by the employer, up to $10,000 per employee. Qualified wages include salary, hourly pay, and other forms of compensation. Health insurance costs are not included in the calculation of qualified wages. Looking for guidance? Learn more about our on-demand CFO Consulting services.
Read now.
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Business Planning•Growth Hub•Startup Accounting•

Maximize Forecasting Reports with Predictive Accounting

Predictive accounting is a powerful tool that differentiates itself from other reporting methods due to its ability to paint a predictive picture of the future, not just analyze and explain present financial data. This predictive power allows management teams to observe current trends, predict future outcomes and strategically plan how best to use available resources.
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Expert's Corner•Startup Accounting•

EXPERT: An Overview of NetSuite Reporting

Business runs on data. From financial records and customer files to inventory and project details there is no shortage of data to manage. As a leading cloud Enterprise Resource Planning (ERP) solution, Oracle NetSuite can track nearly everything in your business, and it’s who Rooled trusts with accurate financial reporting.
Read now.
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