How It Works
Rooks is redefining the bookkeeping experience
For most businesses, switching bookkeepers is an intimidating and time consuming process. At Rooks, we make it transparent and effortless.
How does our bookkeeping magic work?
1
Book a time to sit down with your new dedicated account manager. Your account manager will get you onboarded and ask questions to learn the ins and outs of your finances.
2
We’ll set up work processes and integrations so that your receipts and invoices are sent to us automatically. No more paper receipts. No more hassle.
3
Sit back and relax. Your financial reports, including a Profit & Loss Statement and Balance Sheet will be delivered to your inbox every month. You’ll have real data to make smarter decisions.
4
Add expert financial advice like budgeting or cash flow forecasting from our list of CFO services if you need it. We make sure we’re here for you no matter how fast your business grows.
Explore our range of services
Bookkeeping
We’ve got you covered for all your day-to-day activities. Rooks offers an extensive range of bookkeeping services from account reconciliations, payroll, sales tax filings and everything in between.
CFO Services
A growing business presents new opportunities and obstacles. Rooks can lend a hand with advanced financial services created specifically for your business such as long-term growth projections, budgeting, in-depth financial analysis, and more.
Ready to get started?
Sign up and see how much of a difference Rooks can make on your business today
