ROOTED
Who We Work With & How We Think
ROOTED works with business owners who need clarity, structure, and confident decision-making.
We combine strategic thinking, financial insight, and real-world experience to help businesses grow with intention, not chaos.
Our work is grounded in experience, guided by data, and focused on long-term sustainability.
Industries
Financial Services and Banking
Technology and Software
Manufacturing
Healthcare
Energy
Explore Our Solutions
We work with business owners who need clarity, structure, and confident decision-making.
Our solutions combine strategic thinking, financial insight, and real-world experience to help businesses grow with intention, not chaos.
Business Clarity & Strategy
Define priorities, build a growth plan, and align actions with measurable goals.
Pricing, Profit & Financial Insight
Improve margins, understand cash flow, and make decisions based on numbers—not assumptions.
Operations & Systems Optimization
Standardize processes, reduce waste, and build systems that scale without chaos.
Bookkeeping & Accounting Support
Clean books, better reporting, and ongoing support to keep your business organized and compliant.
Tax Preparation & Compliance Support
Year-round guidance for tax preparation and compliance, with a focus on accuracy, planning, and informed decision-making.
Schedule a Strategy Call
Strategic Insights for Business Owners
Thoughtful perspectives on strategy, finance, operations, and decision-making—rooted in real experience, not theory.
Here we share practical insights to help business owners think clearly, act intentionally, and grow sustainably.
Our Clients
We believe every client is a valuable, long-term partner.
The Perfect Customer Experience
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Poul Gingere
bennertik inc
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Adam Barne
Eternet
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Zachi Bloom
Artomorrow