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The Rooted CFO

Your personal business financial advisor 

Let's stabalize and grow your business profits and cashflow
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Do you know your business can bring in more money... 

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But you feel stuck not understanding where all
your current revenue is going? 

You have spreadsheet after spreadsheet of expense trackers.

You're spending more time trying to analyze financial statements than you are on your business.

When you go to bed at night, you dream of where your business could be in the future.

You have goals to hire more employees or expand, but don't have the extra revenue to do it.

You know you have the potential to have a profitable business and not be stressed every month about not having money left over in the bank after all your expenses are paid. 

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Trying to understand the financial side of your business can be HARD, but you don't have to do it alone! 

Your dedicated

CFO

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When you work with a dedicated CFO for your business, you'll get

Help with growing a more profitable business.

Profit & Cash Flow Target

I’ll get to work getting to know you and the goals you have for your business. We’ll then set ‘profit and cash flow targets’ and put together a plan designed to improve the profitability and cash flow of your business.

Business Assessment

Each month, I’ll analyze your business and financials to determine what’s holding you back from making more profit and cash flow.

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I’ll also give you a simple one-page “scoreboard” that will clearly show you what’s going right and what’s going wrong.

Action Plan

I’ll provide you with a short list of the most important “next steps” that need to happen within the next 30-days to stay on track to hit your profit and cash flow targets.

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Don't take our word for it! Just ask some of our current clients:

"I cannot recommend Ashley enough for her exceptional services! From the moment I started working with her, I knew I was in great hands. Ashley is incredibly detail-oriented and has a knack for making complex financial matters easy to understand. She keeps me on track with my finances and ensures that everything is organized and up to date.
Her proactive approach and excellent communication skills have made a significant difference in my financial management. I feel more confident and secure knowing that Ashley is handling my accounts. If you're looking for a dedicated and skilled bookkeeper, Ashley is the one you want on your team!"

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