Bookkeeping & Accounting
Helping you stay grounded in the numbers that matter.
At Rooted in Finance, we offer personalized bookkeeping and accounting services to individuals, small businesses, startups, and self-employed professionals in Midlothian, Waxahachie, Mansfield, Cedar Hill, and the surrounding Dallas-Fort Worth area.
Whether you’re tracking growth, managing expenses, or planning for the future, we help keep your financial roots strong and organized.
From monthly QuickBooks setup and training to detailed financial reports, we make sure your books are accurate and up to date so you can focus on running and growing your business.
- Services tailored to your pace — weekly, monthly, or quarterly
- For small businesses, non-profits, trusts/estates, funds, startups, & self-employed professionals
- Full-service accounting or as needed
- Individual budgeting, debt-payoff, and investment tracking
Tax Preparation & Planning
We specialize in proactive tax preparation and planning for individuals and businesses across Midlothian, Waxahachie, Mansfield, Cedar Hill, and the Dallas-Fort Worth area.
Our approach goes beyond compliance — we identify tax deductions, credits, and strategic opportunities to help you keep more of what you earn.
We have extensive experience handling a wide range of returns and tax situations — from the most straightforward to the most complex. We work with you to determine the best services tailored to your needs.
pruning The Unnecessary so your finances thrive
- Year-round tax support, not just during busy season
- Corporate, small business, non-profit, & trust/estate tax services
- Personal returns, multi-state filings, & IRS Assistance
Financial Analysis & Consulting
Harvesting insights to help you plan, grow, and prosper
Our financial consulting services provide individuals and business owners with clarity, confidence, and control over their finances.
We help with budgeting, forecasting, cash flow strategy, and long-term planning — so whether you’re building a business or saving for the future, you’re never doing it alone.
We offer a range of full-service accounting and financial consulting services. We work with you to determine the best services to achieve your goals, at a price point that won’t break the bank. W
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- Cash flow planning, financial strategy, & forecasting
- Investment readiness, profitability, and budgeting guidance