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Unique problems require unique solutions. As trusted financial partners, we take an in-depth look at your business goals to provide a customized strategy to fit your needs. Schedule an appointment with our team of financial experts today!

Frequently Asked Questions

What is Rooled?

Rooled is an outsourced financial services firm that employs best-in-class experts who deliver impactful results for our clients. We offer a wide variety of financial consulting services including, but not limited to, accounting & bookkeeping, CFO outsourcing, and tax advisory. Our services are suitable for any startups, whether at the seed stage, growth or approaching exit stage, looking for expertise beyond their in-house and advisor teams.

Why does a startup need your service?

To maintain accurate financial reporting, to build comprehensive financial projections, to execute on a high-growth business strategy – just to point out a few essential benefits. You can read more on our blog.

Which software will you recommend and use?

We generally advise our clients to use NetSuite, a cloud-based ERP platform that fulfils CRM, inventory, and financial management needs. NetSuite will simplify your processes, makes existing resources more efficient and is flexible, meaning it grows with you as your business scales. However, if you’re only looking for small-time accounting operations, we recommend QuickBooks.

What is our pricing model?

We adapt our engagement structure to best suit the needs of our clients. Talk to us about your requirement for an accurate quote.

Who are some of our clients?

The collective client experience of our team includes many high-profile VC-backed companies, ranging in sector from enterprise SaaS, eCommerce, Fintech to EdTech among others. Please connect with us and we’d be happy to share more on how we have helped transformative companies achieve scale.

What locations do we provide our services in?

Rooled is based in San Jose, California, though, we cater to clients across the country.