Power your own accounting firm.

We help launch, grow, and scale your independent accounting firm using AI so you can spend more time with clients.

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Get started easily

Grow your client base

Automate routine tasks

What is Root Financial?

A turn-key solution for accountants to launch and scale independent practices

Receive a grant, curated training program, and white-glove support to kick-start your own firm.

Receive a grant, curated training program, and white-glove support to kick-start your own firm.

Receive a grant, curated training program, and white-glove support to kick-start your own firm.

Leverage our end-to-end growth and marketing services to acquire more clients.

Leverage our end-to-end growth and marketing services to acquire more clients.

Leverage our end-to-end growth and marketing services to acquire more clients.

Use AI to streamline administrative and entry-level tasks. Scale your firm efficiently.

Use AI to streamline administrative and entry-level tasks. Scale your firm efficiently.

Use AI to streamline administrative and entry-level tasks. Scale your firm efficiently.

Kickstart your firm with our Launch Accelerator that guides you through setup, branding, and launch.

Our Growth Suite helps you build your online presence and find targeted clients that fit your niche.

Our AI systems help you streamline and automate back-office and routine tasks, so you can focus on serving clients.

Kickstart your firm with our Launch Accelerator that guides you through setup, branding, and launch.

Our Growth Suite helps you build your online presence and find targeted clients that fit your niche.

Our AI systems help you streamline and automate back-office and routine tasks, so you can focus on serving clients.

Kickstart your firm with our Launch Accelerator that guides you through setup, branding, and launch.

Our Growth Suite helps you build your online presence and find targeted clients that fit your niche.

Our AI systems help you streamline and automate back-office and routine tasks, so you can focus on serving clients.

Get started now