At RootAdvisors, we pride ourselves on being in the business of people. Our team’s tax and accounting expertise is at the heart of our services, but it is our commitment to client success—both individuals and businesses—that truly fuels our passion for what we do. We are so much more than an accounting and advisory firm. We are a diverse group of people who all love being part of our clients’ success.
Our professionals thoroughly understand fund accounting and a church’s need for detailed and timely financial statements. Our accounting experts provide you with...
read moreWe know that many optometry providers actually run two businesses: the clinical practice and a retail optics boutique. Specializing in the optometry industry, we also understand the complex and time-consuming nature of your accounting processes...
read moreService-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...
read moreUnfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
The holidays can be overwhelming. You only have so many hours in a day, your gift list is long, and your budget may be tight. A bit of up-front planning and prioritizing can help save you time and money. Here are a few ideas to help you minimize the hustle and bustle, stay on budget, and find more peace this holiday season.
Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.
Client CommunicationLiscio
Online AccountingQuickBooks Online
Desktop AccountingQuickBooks Desktop
Accounts PayableBill.com
Video ConferencingZoom
Document ExchangeNetClient
