Small business & trust bookkeeping that's accountable and on time.
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Services
Small Business Bookkeeping
Ensuring your financial records are accurate and organized. Helping your small business stay financially confident.
Trust & Fiduciary
Bill Pay
We manage the timely and accurate payment of bills for Trusts and fiduciaries, ensuring financial obligations are met with precision and proper documentation.
Trust Accounting
We meticulously prepare detailed Trust Accountings, providing a comprehensive and transparent record of all financial activities within a trust to ensure compliance and clarity for beneficiaries.
Who We Are
Rooted Trust is committed to helping ease the burden of bookkeeping. Our mission is to lessen the sometimes overwhelming aspect of bookkeeping and Trust Bill Pay for small business and fiduciaries by providing exceptional bookkeeping services that bring clarity, integrity, and peace of mind.
We start by sitting down and learning your needs. We then evaluate what works for you as far as Bookkeeping, Trust Bill Pay or Trust Accountings. Some people like to be more hands on and others prefer everything is handled by us. Either way we ensure every detail is handled with accuracy and efficiency.
Process
Values
Accuracy
Clients can trust that their financial records, bill payments, and trust accounts are meticulously maintained and free from errors.
Reliability
Clients depend on consistent, timely, and dependable service. They know that bills will be paid on time, reports will be delivered punctually.
Availability
We understand that timely access to your financial information and support is crucial. Our commitment to availability means we're here when you need us, ready to provide prompt responses to your inquiries.
Integrity
For your bookkeeping, Trust Bill Pay, and Trust Accounting needs, this means you can expect complete honesty, transparency.
Get in Contact
We're so excited you're considering us to help with your bookkeeping and trust accounting needs! Please fill out our contact form below, and we'll be in touch shortly to discuss how we can support you.
