Meet the team at The Rooted CFO

Ashley started her firm from home in 2020 and grew it by word of mouth into The Rooted CFO, with clients from California to New York.

She has worked with businesses from excavating, roofing and acoustics contractors to neurofeedback practices, real estate marketers, content creators, online coaches and custom car shops, and she's proud of the community of success and open communication she's built with her clients.

A former business owner herself, Peri knows how much a clear and accurate financial picture matters.

She quickly became a vital part of the team at The Rooted CFO, and today she runs our systems and documentation. She keeps all of our files organized, requests the documentation the IRS expects, creates and updates client workflows, coordinates tasks, and builds our internal and external automation. She also jumps in wherever she's needed, from overflow work to customer service.

Patient and understanding, she loves facing problems head on and finding the best, most efficient way through, with a great sense of humor along the way. A first-time mom, she knows the juggle of work and family well.

Nicole runs the daily categorization and reconciliation for every account we manage, completes the monthly audits for accuracy and consistency, and issues each client's finalized financial packet every month.

Aryn is an IRS Enrolled Agent who manages all of our clients' payroll needs.

From opening new accounts to tax compliance, tax resolution and all payroll processing, Aryn is the go-to.

Jessica is our dedicated preferred tax specialist: a speaker and educator with more than 15 years of experience helping small business owners overcome tax problems and use the federal tax code to save on income taxes.

As an Enrolled Agent, she has earned the privilege of representing taxpayers before the IRS, and she is a candidate for admission to practice before the United States Tax Court as a non-attorney. Her practice focuses on tax reduction strategies and IRS representation.