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It's like having your own accounting department.

When you outsource your accounting work to us, it’s like having a trusted advisor and accounting team on your staff without the big salaries. Our team handles all your day-to-day accounting tasks so you can focus on what’s important—running and growing your business.

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We bring financial clarity to optometry practices.

With powerful analytical tools, we’ll help you see your practice in a whole new way. We have extraordinary depth of experience serving optometrists, their practice managers and shareholders.

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We know the vital signs of medical practices.

Being a healthcare provider while trying to manage your practice isn't ideal. Let our team help you reclaim time to focus on caring for your patients and ensure that your practice remains financially healthy.

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Serving the businesses that get things done.

There’s so much involved with service businesses—from tools, facilities and equipment to fleet vehicles, consumables, complementary retail sales and more. Our team has the expertise to serve your business so you can focus on serving your customers

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Solid support for your financial stewardship.

Surplus funds and enough accounting staff are two things most churches don’t have. The RootAdvisors team understands the challenges, complexities and compliance issues facing modern churches, and we provide solutions that let you focus on the more important mission at hand.

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OUR SPECIALTIES

We serve these industries with an elevated level of experience.

Optometry Practices

We bring clarity to your financial analysis and help you focus on patient care.

Medical Professionals

We know the vital signs of a profitable practice, and we’ll keep yours healthy.

Service Businesses

You get things done for your customers, and we’ll get financial tasks done for you.

Churches

You’ll be able to focus on pastoral care when you trust your financial stewardship to our team.

We’re ready when you are.

Wherever you are in the life of your business—from startup to growth and maturity—our team is ready with the right solutions at the right time. Contact us, and let’s explore how we can help your business now.

Who We Work With