Accurate and timely accounting data, coupled with expert guidance from our team, are necessary to any successful business or personal financial situation. Let the RootAdvisors team provide you with dedicated accounting and advisory services to help you meet your goals.
We offer a full range of services with the expertise you require. We welcome you to review our comprehensive suite of professional services:
Our professionals thoroughly understand fund accounting and a church’s need for detailed and timely financial statements. Our accounting experts provide you with...read more
We know that many optometry providers actually run two businesses: the clinical practice and a retail optics boutique. Specializing in the optometry industry, we also understand the complex and time-consuming nature of your accounting processes...read more
Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...read more
Black Friday and Cyber Monday need no introduction, but for small business owners it’s all about Small Business Saturday—an annual holiday shopping tradition that gets communities out in support of their local small businesses. Small Business Saturday falls on November 24 this year, so if you haven’t already…start getting the word out.
The Protecting Americans from Tax Hikes (PATH) Act of 2015 requires Forms 1099-MISC reporting non-employee compensation (NEC) in box 7 to be filed by January 31.
Any business that deals with financial data is a target for today’s aggressive cybercriminals…and accounting firms are not exempt. Because of the sensitive information we possess, accounting professionals have moved to the top of the hacker’s hit list. Just consider that a single tax return includes the taxpayer’s name and Social Security Number, as well as address, phone number and bank account numbers. It’s a treasure trove of sensitive data that cybercriminals crave.