What do we offer?

Our Services

Accounting Services

General Bookkeeping

We provide bookkeeping on a monthly, quarterly, semi annual, or annual basis.

Clean-Up

Regardless the state of your existing accounting, we work with you to get your accounting cleaned up.

Catch-Up

Whether you are a few weeks or months behind, or haven’t started at all, we can get your accounting caught up to-date.

Accounting Systems Migration

Unhappy with your current accounting software? We can assist with full or partial accounting systems migrations.

Accounts Receivable and Receivables Management

We can assist with your Accounts Receivable function in whatever capacity is required. Services often include creating and entering invoices, recording customer payments and deposits, following up on unpaid or past due invoices, and identifying and proactively addressing potentially problematic customers.

Outside CFO Services

Full-service CFO services, including financial forecasting, budget preparation, implementation, and management. We coordinate with both the operational team and upper management to ensure values and goals are aligned. Then, we deliver value and results, maintaining clear and transparent communication throughout the process.

Bill Pay and Accounts Payable

Leave the tedious process to us – like entering, categorizing, and paying bills – and we’ll leave the approvals to you, which you can do on any device. We do the work, you get the benefits: enhanced cash flow management, more time to run your business, financial control, and risk reduction.

Accounts Receivable and Receivables Management

We can assist with your Accounts Receivable function in whatever capacity is required. Services often include creating and entering invoices, recording customer payments and deposits, following up on unpaid or past due invoices, and identifying and proactively addressing potentially problematic customers.

Outside CFO Services

Full-service CFO services, including financial forecasting, budget preparation, implementation, and management. We coordinate with both the operational team and upper management to ensure values and goals are aligned. Then, we deliver value and results, maintaining clear and transparent communication throughout the process.

Bill Pay and Accounts Payable

Leave the tedious process to us – like entering, categorizing, and paying bills – and we’ll leave the approvals to you, which you can do on any device. We do the work, you get the benefits: enhanced cash flow management, more time to run your business, financial control, and risk reduction.

Accounting Services

General Bookkeeping

We provide bookkeeping on a monthly, quarterly, semi annual, or annual basis.

Clean-Up

Regardless the state of your existing accounting, we work with you to get your accounting cleaned up.

Catch-Up

Whether you are a few weeks or months behind, or haven’t started at all, we can get your accounting caught up to-date.

Accounting Systems Migration

Unhappy with your current accounting software? We can assist with full or partial accounting systems migrations.

Supported Accounting Softwares & Integrated Solutions

Finance

Budgeting

We build budgets from the bottom up, analyzing business costs and revenue drivers. We check in on a monthly or quarterly basis to perform variance and flux analyses, providing input and expert insight. Models are refined and updated as needed.

Planning

Align on strategic goals and the plans to achieve them. Prioritize key initiatives and allocate resources and capital for the year.

Burn Rate Analysis

We calculate your burn rate and work with you to extending your runway, revisiting and adjusting your growth plans.

Ready to take your business to the next level?‚Äč

Get in touch to discuss how Roo Accounting can drive value for you and your business