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Comprehensive Financial Consulting Options
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Tailored Solutions
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Bespoke financial solutions address the diverse goals of both personal and business clients. We listen closely to your needs, crafting strategies that promote secure growth with simplicity and trust.
Business Rates & Services
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Rooted Financial Consulting supports businesses with tailored financial guidance and competitive rates, enhancing organizational growth and cash flow management by delivering practical strategies rooted in trust.
Simplicity & Clarity
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We will simplify intricate financial topics into straightforward, actionable advice. We prioritize transparent communication to empower clients with confidence and understanding in all decisions they make.
Individual Services
At Rooted Financial Consulting, we believe financial guidance should be accessible—not reserved for those who already have their finances figured out.
Our individual services are designed to help you understand your finances, establish sustainable habits, and build a budget that supports your everyday needs and long-term goals. All services focus on budgeting, financial organization, and education. Investment, tax, and legal advice are not included.
Rooted Foundations
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$150
A personalized budgeting experience including an introductory 30 minute consultation, income and expense review, customized budget spreadsheet, and guidance for maintaining your plan.
Try our Rooted Access flexible-payment option. See below for more details!
Rooted Growth
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$275
Comprehensive budgeting support including spending analysis, debt and savings trackers, a customized financial dashboard, and a follow-up consultation.
Both consultations will be up to 30 minutes each. The finalized dashboard and analysis will be returned within 14 calendar days unless elsewise agreed upon per client contract.
Rooted Stewardship
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$45/month
Ongoing monthly budget check-ins, progress reviews, and assistance (~30-45 minutes/month, as you need it) maintaining your existing financial plan.
Rooted Access
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Starting at $30
A flexible-payment option for those who need a little extra room to begin.
Start with a 30 minute financial consultation for $30. Together, we'll review your financial picture and establish a path toward a sustainable, personalized budget.
The standard package is $150 total, with your initial $30 applied toward that amount. Remaining payments can be divided into manageable installments.
Financial stability shouldn't have to come before asking for help. We're here to help you build toward it!
Business Services
Services are billed at the applicable hourly rate in half hour increments, according to the nature of the work performed. Government filing fees, software subscriptions, and third-party charges are billed separately.
Scope of Services: Rooted Financial Consulting provides financial operations support, administrative coordination, and financial organization services. Tax and audit documentation services are limited to preparation, organization, and coordination. Clients and their designated professionals retain responsibility for reviewing, approving, and authorizing submitted information. Services do not include legal advice, tax opinions, audits, attestations, or independent compliance certifications.
Administrative & Compliance Organization
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Starting at $90/hour
- Contract processing, documentation, and tracking
- Business registration and filing coordination (Sunbiz, foreign registrations, etc.)
- Tax preparation and audit document organization
- Communication and document coordination with accountants, auditors, and other third parties
- Administrative recordkeeping and compliance deadline tracking
Financial Operations
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Starting at $95/hour
- Accounts payable and receivable processing and tracking
- General ledger, bank, and credit card reconciliations
- Monthly, quarterly, and annual financial reporting
- Purchase order requisition processing and tracking
- Financial record maintenance and transaction review
Grant & Fund Accounting
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Starting at $120/hour
- Grant and restricted-fund expense tracking
- Grant or fund-specific account and expenditure reconciliations
- Grant or fund budget-to-actual reporting and variance tracking
- Grant reimbursement and financial reporting documentation
- Grant financial record organization and reporting support
Budget Services
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Starting at $105/Hour
- Annual operating budget preparation and review
- Departmental and program budget development
- Budget-to-actual analysis and variance reporting
- Budget management training and consultation
- Customized budget spreadsheets and tracking tools
Additional Services
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Business Assessment & Service Consultation — $45 | 30 Minutes
- An introductory consultation to discuss your organization's financial and administrative needs, identify areas requiring support, and develop a customized service proposal and cost estimate.
New Client Onboarding & Account Setup — Starting at $150
- Initial client setup, document collection, review of existing organizational processes, system access coordination, and preparation of workflows necessary to begin services.
Expedited Service Requests — 50% Rush Surcharge
Explore Our Financial Services and Start Growing
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Reach out today for personalized consultations and discover how we can assist with your financial objectives.