Outgrowing Your Financial Services Provider?

We can help.

As start-ups grow, they very often find that the strategies and partners that worked with them early on aren’t sufficient as the business grows. We find that may start-ups begin finding:

  • We’re experiencing a lack of proactive financial advice; it feels more reactive than strategic.
  • I’m seeing a delay in financial reporting, and it’s affecting our decision-making timelines.
  • The current service provider lacks the industry-specific expertise needed to address our unique challenges.
  • We need more than just basic bookkeeping; insights into financial forecasting and scenario planning are crucial for our growth strategy.
  • The current provider struggles to keep up with our evolving technology needs, hindering efficiency and innovation.
  • Our financial reports lack the granularity needed for effective budgeting and resource allocation.

Typically, when a business starts experiencing these sorts of problems, it’s a sign that they’ve begun to outgrow their financial services provider. That’s where Rooled can help.

Contact Us for a Free 1-Hour Consultation

Contact us today for a free one-hour consultation where we'll take an in-depth look at your business and help provide the best plan for you - even if that means staying with your current provider.

Why Engage With Rooled?

At Rooled, our people are the heart of our business. We are a group of dedicated professionals who are passionate about building strong, long-lasting relationships with our clients. We believe that by getting to know our clients on a personal level, we can better understand their unique needs and provide customized solutions that truly meet their goals. With a depth of experience in working with small businesses, larger enterprises, and a special expertise in startups and high growth ventures, we can empower you to make informed decisions and achieve your goals with confidence.

What can we do for you? Check out a full case study on Platzi and see how we provided Platzi’s leadership with critical data-driven insights to enable informed and strategic decision-making, and ultimately helped them secure 60 million dollars in funding.
Read the Case Study

  • Expertise in High-Growth Companies

  • Faster Results with an Expert that Knows Where to Focus

  • Expert Assistance in Raising Equity and Debt Capital

  • Receive Advice Rooted in Experience

  • Access to Extensive Knowledge on Scaling Enterprises

Let's Get Started

At Rooled, we believe that strong relationships start with good communication. That’s why we’re always eager to hear from you. Whether you’re looking for more information about our outsourced financial services or have questions about our pricing, our team is here to help.

And if you’re not sure where to start, don’t worry – we offer a FREE one-hour personalized consultation to help get you on the right track. Let’s start a conversation about building a strong financial future for your business!