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Growing your company or entrepreneurial venture requires robust finance management and a well-planned finance strategy. Balancing focus on cash management alongside revenue and profitability is fundamental to scaling your enterprise.

Rooled provides finance consulting services to seed- to late-stage. Our team is diligent and experienced to provide you with startup accounting, CFO advisory, and tax services.

If your business is scaling and you need to set-up an accounting function, gain efficiencies, and reduce risks then our consulting services are for you. Our in-house accountants, controllers, and CFOs will assess your current situation and recommend the best strategy for your accounting and finance infrastructure.

We help you grow your business!

Outsourced Accounting

Choose an in-house accounting department or outsourced solution? Which provider? Do I have the capital for this? A multitude of questions are faced by a company that is just starting out. The little known secret — it is in fact far more cost-effective and viable to outsource your accounting and bookkeeping function at various stages of a company’s growth. Significant cost savings are not, though, the sole consideration. Choosing our experienced staff accountants will provide in-depth expertise to drive accurate and timely reporting allowing founders to focus on their product and business.

With collation, analysis, and consolidation of finance data, our accountants and proficient controllers will ensure your financial health is strong.

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CFO Consulting

Accessing expert financial counsel is as easy and convenient. The Rooled CFO team has decades of experience in strategic financial growth for high-potential businesses. Whether you are an early-stage startup raising capital or on your way to an exit, get a committed and value-oriented financial partner to achieve your goals. Our team will enable insights into your data, guide you with an actionable strategy and help communicate a better financial story to your board, investors, and the executive team. The CFOs at Rooled are skilled at data-driven growth, industry analysis, forecasting, and maximizing profits. Our fully-customizable services are available on an as-needed basis.

With collation, analysis, and consolidation of finance data, our accountants and proficient controllers will ensure your financial health is strong.

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Small Business Tax Services

Every business must ensure tax compliance to continue operating and achieve its goals. Rooled offers full-scope tax advisory services from preparation of tax returns, to assisting with IRS audits, to planning tax and compliance strategies. Expect a consistent, reliable, and effective partnership with Rooled’s tax professionals.

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Whether you have a probing question or just want to have a chat over coffee, we’re here and we would love to hear from you.

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