OUR SERVICES

Made for Local Business.

What’s Included

Our Core Deliverables

built into every engagement

  • We maintain clean records of your daily transactions and balance your accounts, so you always have a trustworthy financial foundation.

  • We deliver clear, simple monthly or quarterly financial packages, giving you genuine insight into how your business is performing.

  • While we are not yet an in-house tax firm, we collaborate directly with trusted local tax professionals who share our values, handling all communication and year-end record handoffs so tax season is effortless.

  • We configure and streamline your accounting tools for effortless routines, while passing along exclusive client discounts on platforms like QuickBooks Online.

  • We protect your sensitive financial records through encrypted portals, making file transfers safe, quick, and organized.

Designed to Meet You Where You Are Now.

At Deeply Rooted Accounting, we don't believe in rigid, one-size-fits-all packages. Every business operates on its own timeline, with its own operational nuances and goals.

Our core service tiers serve as adaptable starting frameworks. Rather than fitting your business into a box, we take the time during discovery to understand your operational setup and craft a tailored game plan specific to your needs.

No matter where you start, we equip you with financial tools that work for you, not the other way around.

Our Services Tiers

  • Foundation: Elevated Bookkeeper

    Setting the standard for proactive, process-driven accounting.

    Most traditional bookkeeping services simply record transactions after the fact, leaving you with static reports at the end of the year. Elevated Bookkeeping goes beyond basic data entry; we build clean, sustainable accounting systems that empower your business for the future.

    What’s Included:

    • Accounting system & process setup/implementation

    • Bank & Sales Reconciliation

    • Monthly Profit + Loss Statement

    • Tax Coordination + Preparation Support

  • Clarity: Dedicated Accountant

    Turning everyday numbers into meaningful financials

    If you need a dedicated accountant who will transform your numbers into financials you can actually understand, this package is for you. We handle AP, AR, payroll processing and inventory reconciliation (to name a few) so you can focus on leading your business with total clarity.

    What’s Included:

    All services include in Foundation, plus:

    • Complete handling of Accounts Payable (AP), Accounts Receivable (AR), payroll processing, and inventory reconciliation

    • Active loan management

    • Comprehensive monthly reporting

    • Year-End Budget Planning

  • Insight: Fractional CFO

    Strategic insights and cash flow oversight for growing businesses.

    Designed for businesses who need high-level financial advisory, forward-looking strategy, and regular check-ins to make confident operational decisions.

    What’s Included:

    All services included in Clarity, plus:

    • Monthly cash flow tracking + oversight

    • Operational metrics + viability analysis

    • Monthly strategic check-ins

  • Niche: Cannabis CFO

    Specialized compliance and financial oversight for cannabis operators.

    Navigating the cannabis industry required specialized knowledge of complex tax structures, cash handling protocols, and strict regulatory compliance.

    What’s Included:

    All services included in Insight, plus:

    • Specialized (280E) compliance

    • Costs of Goods Sold Optimization- in-depth cost allocation custom-built for operators, cultivators, or dispensaries

  • The Clean Slate Project

    Not ready to commit, but still need a good clean-up?

    If your records are behind, disorganized, or non-existent, jumping into a monthly engagement can feel overwhelming.

    Our One-Time Clean-Up Project gives you the fresh start with zero long-term commitment. We perform a complete diagnostic review, reconcile historical accounts, re-categorize past transactions, and deliver clean, organized financial statements ready for tax season or strategic planning.

    The Result: You get complete peace of mind, a clean baseline, and total clarity. When you are ready for ongoing monthly engagement, your financial foundation is already built right.

A Note on Pricing.

You won’t find flat-rate price tags here, and that is by design. Your operational scale, daily workflows, and long-term vision are distinct to your business. Instead, we take the time to evaluate your setup, transaction volume, and goals through our thorough discovery process so we can craft a tailored game plan and a transparent proposal that aligns precisely with your operational needs and budget.

How We Work

  • Whether you hear about us through word of mouth, networking events, or our social media, we prefer to make initial introductions authentically.

    No sales pitch.

    Just a chat to get to know you, your business and your passions.

  • This is where we talk through your business needs, take an honest look at where things stand today, and dream big about where you want to go.

  • After our call, we send all prospective clients a quick, targeted questionnaire. This is where we pull back the curtain on how your business actually runs on the inside; from your daily workflows to your company values and software habits. No judgement here. We just need a full picture to give you honest feedback on how (or if) we are aligned, along with a customized game plan to get you to where you want to go.

  • After you receive our transparent proposal, we give you time to process the details, discuss with your partners, and ask any follow up questions.

    If we both feel like a great team, we schedule a meeting to sign the engagement and jump right in. We are currently accepting new clients, and we would love to welcome you aboard.