End-to-end accounting solutions to support your business.




Bookkeeping
You run your business…we’ll run the numbers
Running your business is a full-time job without the added layer of accounting chores. Let our team tackle your complex daily bookkeeping work, from transaction classification, expense tracking and payroll to bill payment, invoicing, tax planning and preparation. Suddenly, life is easier, and you always have a clear picture of your financial position.
- Rest assured—Have confidence knowing that your bookkeeping is handled with precision.
- Save time—Reclaim hours spent on bookkeeping work and put that energy back into growing your business.
- Save money—Get comprehensive services with a fixed monthly fee. No billing surprises caused by creeping hourly charges.

Payroll
We take the pain out of payroll
We’ll handle your complicated, time-consuming payroll tasks and keep you safe from compliance issues and costly mistakes. From scheduled processing, employee setup, and salary changes to payroll filings, W-2s, 1099s, time tracking and more, we provide relief from payroll pain.
- Stop worrying—Trust that your payroll is processed accurately and payroll taxes are filed on time.
- Save time—You’ll save countless hours—and a lot of stress—when you let us handle your time-consuming payroll work.
- Be efficient—Work with our team from our secure online platform to process payroll with ease and convenience.

Tax
Tailored tax solutions
No two clients and no two tax returns are alike, and we’re committed to getting your taxes right and reducing both your financial burden and your anxiety level. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.
- Tailored—Because every client is different, we examine appropriate deductions and consider your unique situation to minimize your tax obligation.
- Easy— From gathering and organizing your tax documents to filing your returns, you’ll benefit from secure online convenience and an easy, modern experience.
- Expert—Good tax returns start with good planning. Our expert team is here to assist you throughout the year in planning for an optimal tax result.

Notice Protection
IRS notice? We’ve got your back!
When it comes to resolving issues with the IRS, our team has experience you can trust. Put our team to work for you to handle and respond to IRS notices and letters and represent you at both the state and federal levels up to appeals and/or litigation.
- Get peace of mind—Sleep well knowing that your trusted advisor has you covered.
- Save time—Eliminate the hours required to research, understand and respond to IRS notifications and letters.
- Stay focused—Your business needs your full attention. Let us handle the IRS so you can stay focused.

It’s like having your own accounting department.
When you outsource your accounting work to RootAdvisors, you get the depth and expertise of seasoned accounting professionals and trusted advisors without the onerous expense of funding your own full-time staff. It’s good business sense!
We work collaboratively with you via our advanced, secure client center to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation.
Best of all, we bundle services for a fixed monthly fee—allowing you to budget predictably, without any unpleasant billing surprises.
Choose the solution that's right for your business:
Basic
- ✓ Reconcile bank accounts
- ✓ Reconcile electronic transactions into QuickBooks
- ✓ Reconcile credit card accounts
- ✓ Prepare monthly financial statements
- ✓ Prepare monthly budget reports
- ✓ Tax planning
- ✓ General business consulting
- ✓ Tax preparation
Standard
- EVERYTHING IN OUTSOURCED ACCOUNTING BASIC +
- ✓ Prepare payroll
- ✓ Submit payroll taxes to agencies
- ✓ Prepare payroll tax returns
- ✓ Provide employee access to electronic paystubs
- ✓ Provide employer access to electronic pay records
- ✓ Prepare W-2s
- ✓ Pension remittance
- ✓ Garnishment remittance
Complete
- EVERYTHING IN OUTSOURCED ACCOUNTING STANDARD +
- ✓ Process bills and payments
- ✓ Track credit card expenses and receipts
- ✓ Process employee expense reports
- ✓ Prepare 1099s for contractors
- ✓ Provide digital access to paid bills
- ✓ Quarterly video conference to review key performance measures
Let’s get down to business.
