Services
Built for Business Owners & Tax Professionals
We understand that tax season can be stressful and time-consuming. That’s why we prioritize doing things right year-round. Our thorough and accurate bookkeeping creates a reliable foundation for tax preparation, making year-end smoother and reducing last-minute surprises.
For tax accountants, partnering with us means cleaner, organized, and timely reports that simplify client filings and minimize back-and-forth. We speak your language and handle the details so you can focus on providing strategic tax advice.
Our Services
We offer flexible options, which you can adapt to the different needs of each project.
Low-Cost
Bookkeeping
Keeping your financial foundation clear and steady.
- Data Entry & Categorization
- Accounts Payable & Receivable
- Payroll Management
- Depreciation Calculations
- Month-End Reconciliation
- Year-End Preparation
- Remittances & Compliance
- Catch-Up Bookkeeping
Financial Planning, Reporting & Analysis
Helping you plan, manage, and grow.
- Budgeting & Forecasting
- Scenario Planning
- Performance Reporting
- Cash Management
- Asset & Loan Management
- Decision Support
- Merger & Acquisition Support
- Financing Support
Software & System Integration
Bringing people, processes, and systems together.
- System Selection
- System Development
- Workflow Integration
- Project Management
- Training & Development
- Technical Documentation
- Requirements Analysis
- Change Management
Software & System Implementation: Empowering the Future of Finance
Outdated spreadsheets and manual processes slow you down. In today’s business world, modern system implementation is essential, not optional.
At Living Root Financials, we help you transition to smart, integrated financial tools that bring clarity, automation, and real-time insights. With the right systems in place, you’ll save time, reduce errors, and make faster, more confident decisions. Let us help you future-proof your financial operations.
Living Root Financials 