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1516 S Walnut Street
Bloomington, IN 47401
Phone: 812.332.7200
Fax: 812.331.0295
Email: info@root.com
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Our Solutions

Spend More Time Engaged in What You Do Best

Your business thrives because of your unique creative energy and vision as an entrepreneur.

An Inside Look

How our team uses technology to serve you.

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Be the BOSS

Our Back Office Support System for business.

Our Back Office Support System (BOSS) is designed to give you the freedom to do what you do best.

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General Ledger
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
Payroll
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-2’s
Pension Remittance
Accounts Payable
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Prepare 1099’s for contractors
Provide digital access to paid bills
Tax
Tax preparation
Coaching
Prepare monthly financial statements
Prepare monthly budget reports
Review pension compliance
Review other employee deductions for compliance
Tax planning
General business consulting
Quarterly video conference to review key performance measures

Big Power for Small Business

RootAdvisors serves small business owners with digital workflow and analytical tools that deliver the sophistication of big business management. You’ll run your business with new insight and precision, and you’ll streamline your personal workload by leveraging the power of technology. Watch the video to learn more about our technology ecosystem.

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