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Empower your business with Rooled.

As a small business owner or startup founder, you need a financial partner who can keep up with your dynamic needs. Our dedicated team of professionals will provide you with tailored solutions and unparalleled support, so you can take your business to the next level with ease. Request consultation.

Services We Offer

Transform your business to maximize its financial potential.

Experience a new level of financial efficiency with Rooled. Our innovative solutions and personalized approach will empower you to make informed decisions and achieve your business goals with confidence.

  • Projections / Forecast

  • Strategic Planning

  • Reconciliation & Audits

  • AP & AR

  • Cash Flow Analysis

  • Accounting / Bookkeeping

  • Funding & Exit Strategy

  • Billing & Invoicing

  • Tax Preparation & Planning

  • Facilitating M&As

Client Fit

Whether you’re a small business just starting out, a rapidly growing company, or an established enterprise seeking new efficiencies, we have the expertise and resources to help you succeed.

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Early Stage

At the Early Stage, our accounting and CFO support services help startups establish a strong financial foundation and navigate their initial growth. We provide customized solutions to meet the unique needs of young ventures.

  • Establish financial systems and controls
  • Cash flow management and forecasting
  • Assistance with fundraising and investor relations
  • Financial reporting and compliance
This is me.
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Growth Stage

For Growth Stage companies, our accounting and CFO support focuses on streamlining operations, improving financial visibility, and guiding strategic decision-making. We help growing businesses thrive by providing scalable financial solutions.

  • Optimization of financial processes and systems
  • Performance analysis and KPI tracking
  • Budgeting, forecasting, and financial planning
  • M&A support and due diligence
We're growing.
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Scaling Stage

When a venture-backed client reaches the Scaling Stage, our accounting and CFO support services are designed to maintain financial stability and manage rapid expansion. We work closely with clients to ensure they can successfully scale their operations.

  • International expansion and tax strategy
  • Advanced financial modeling and analysis
  • Implementing robust internal controls
  • Strategic financial planning and risk management
Help us scale.

Our People

At Rooled, our people are the heart of our business. 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.  We are a group of dedicated professionals who are passionate about building strong, long-lasting relationships with our clients. 

Co-Founder

Johnnie Walker

Johnnie Walker is co-Founder of Rooled, which provides outsourced accounting, fractional CFO, and tax services to venture-backed and high-growth companies.

Johnnie was previously VP Sales with inDinero, providing fully outsourced accounting solutions to start-up, emerging high-growth, and established companies where he led sales and BD activities nationwide for the company. Previously, at tempCFO, Johnnie led the East Coast office and provided strategic CFO advisory services to technology ventures and other businesses.

Johnnie is also an Adjunct Associate Professor in impact investing at Columbia Business School also advises several startup businesses, focusing on financial management and investment strategy. Educated in business and engineering, Johnnie has held senior roles in the defense electronics industry, venture capital, and non-profit sectors.

Board Advisor

David Johnson

David P. Johnson is the Board Member/Advisor of Rooled. His entrepreneurial journey started as an accountant for two Big Four accounting firms. He switched to managing rock bands for ten years. Financial advising called him, and he built one of the first outsourced accounting and finance service firms in the country, tempCFO, which advised 4,000 companies over 15 years. After David sold tempCFO, he has been advising entrepreneurs and businesses. He recently joined Rooled as a Board Member. David is proud to work with the best-of-the-best in outsourced accounting, tax, and financial advisory that is the Rooled team. When he’s not advising founders and CEOs, David is skiing wherever there is fresh powder.

Co-Founder

Jeff Whipple

Jeff Whipple is co-founder of Rooled, a company built to provide accounting and financial support to help startups and their founders. A Silicon Valley veteran, Jeff brings three decades of experience in finance, including fifteen years of advising venture-backed startups as CFO-in-Residence. His industry expertise spans enterprise software and hardware, manufacturing, and service. When Jeff is not guiding C-level managers toward success, he’s coaching youth football. He is a graduate of the University of California, Davis, and a proud father of three twenty-somethings.

Co-Founder, Director of Accounting Services

Jason Granado

Jason Granado is co-founder of Rooled, which provides outsourced accounting, fractional CFO, and tax services to venture-backed and high-growth companies. Jason has been involved in the outsource accounting industry for 17+ years.

Jason was previously Director of Accounting Services for the San Jose office within inDinero/ TempCFO for 15 years, providing fully outsourced accounting solutions to start-up, emerging high-growth, and established companies where he led the TempCFO division of the accounting team to coordinate and manage the staffing and client relationships with clients, while also acting as a Senior controller for a group of clients he managed directly and provided.

Jason graduated from San Jose State University where he received his Bachelor of Science, Accounting degree and held controller positions in Bay Area startups earlier in his career.

Director of Tax

Bryce Allen

Bryce Allen is the Director of Tax at Rooled, Inc., and he is in his 15th year of public accounting firm experience. Born and raised in the South Bay Area, he earned his Bachelor of Science in Accounting at San Jose State University, and upon graduation immediately began working with many Silicon Valley start-up and small business clients.

Bryce notes that, “the primary reason why I love being a tax professional in the Bay Area is the opportunity to work with innovative enterprises, advising and taking care of their tax compliance and planning while witnessing their development and cutting-edge technology. When I see my clients making positive, world-changing headlines a few years out, I feel privileged to have played even a small part in their success.”

R&D tax credit guidance is one of the key areas of Bryce’s expertise.