Rooted in Finance is a boutique, family-owned financial consulting firm serving individuals and small businesses in Midlothian, Waxahachie, Mansfield, Cedar Hill, Dallas, and surrounding Texas communities.
We provide expert tax preparation, bookkeeping, accounting, and financial advisory services to help you save time, reduce stress, and maximize your financial success.
As a mother-daughter accounting team, we offer the perfect blend of professionalism and personal attention. Our mission is to deliver accurate, timely, and customized financial solutions while building lasting relationships with our clients in Midlothian and other service areas.
Whether you need small business accounting, personal tax filing, QuickBooks setup and training, or strategic financial planning, we are here to guide you every step of the way.
Accounting, Bookkeeping, Finance, & Tax Services in Midlothian, TX.
360° Services for Individuals and Small Businesses
Rooted in Finance offers a full suite of services designed to meet individuals at every stage of life. Our 360° approach ensures clients receive more than just tax prep—they gain a long-term partner in financial clarity.
Services for Individuals
Tax preparation & amended returns
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Mid-year tax planning and projections
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Budgeting and debt payoff strategies
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Net worth tracking & financial goal planning
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Roth IRA and traditional IRA contribution guidance (non-advisory)
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Student loan repayment strategies
Services for Small Businesses
Monthly, quarterly, and catch-up bookkeeping
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Business tax prep and S-Corp election analysis
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Cash flow forecasting and budgeting
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Pricing and profitability strategy
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QuickBooks cleanup & monthly reporting
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Vendor tracking and onboarding compliance help
Why Clients Trust Rooted in Finance
At Rooted in Finance, we’re more than just number crunchers — we’re your long-term financial partners.
CPA-Led
Our firm is led by a licensed CPA with credentials in Texas, Florida, and New York.
+Family Owned
We’re a mother-daughter team who built this practice on integrity, empathy, and transparency.
+Fully Licensed And Insured
Professional liability coverage and up-to-date state registrations mean you’re in safe hands.
+Rooted in Education
We don’t just file and forget — we help you understand your finances so you can grow confidently.
+No Judgement, Just Clarity
Whether you’re behind on bookkeeping or navigating tax season stress, we meet you where you are — with practical, shame-free solutions.