Rooted Accounting & CFO Solutions helps women-owned businesses organize their books, understand their financial reports, and build reliable systems. Services include bookkeeping for solopreneurs and growing small businesses, QuickBooks Online diagnostic and cleanup, and monthly financial reporting.
The firm is virtual-first and serves the Portland metro area. Founder Katie Fogle is a CPA with prior experience at Nike and Disney and runs her own Etsy business.
Virtual-first bookkeeping firm
Specializes exclusively in QuickBooks Online
Tailored services for women-owned businesses at every stage
Founder is a CPA with corporate finance experience at Nike and Disney
Founder has personal experience running a small business (Etsy)
Services
Bookkeeping for Solopreneurs
Organize books, reduce day-to-day financial stress, and stop second-guessing whether you're doing things right.
Bookkeeping for Small Businesses
Bring more structure to payroll, financial systems, and reporting so you can rely on your numbers for hiring, investment, and growth decisions.
QuickBooks Online Diagnostic
One-time analysis of your QuickBooks Online file to evaluate structure, transaction categorization, key reports, reconciliations, and overall reliability.
QuickBooks Online Cleanup
Correct errors and stabilize your QuickBooks file so financial reports accurately reflect business activity.
Monthly Financial Reporting
Ongoing monthly reporting to help you understand how your business is performing and plan for what comes next.
Credentials & Certifications
Certified Public Accountant (CPA)
Reviews
Rating
5
★★★★★
Reviews
9
"She makes accounting feel accessible, strategic, and even exciting."
Frequently Asked Questions
Who does the QuickBooks Online Diagnostic help? +
Women business owners who already use QuickBooks Online and want a professional diagnostic of their books before deciding whether to pursue cleanup or ongoing bookkeeping support.
How much is the QuickBooks Online Diagnostic? +
The QuickBooks Diagnostic is a one-time service that starts at $400, depending on the complexity of your QuickBooks file and the number of companies involved.
What's the difference between a QuickBooks diagnostic and a QuickBooks cleanup? +
The diagnostic provides a detailed analysis of your QuickBooks file so you can understand exactly where your books stand today. If issues affecting reporting accuracy are found, cleanup services are recommended to correct past transactions and repair the books' structure.
Do I always need a cleanup after a diagnostic? +
No. Some QuickBooks files require only minor adjustments or process improvements. If more significant corrections are needed, cleanup services are recommended.
How much is the QuickBooks Cleanup Service? +
Cleanup pricing varies based on the condition of your QuickBooks file and the amount of work needed. After the diagnostic, a clear estimate is provided before any work begins.
How long does QuickBooks cleanup usually take? +
Most cleanup projects are completed within one to two weeks of receiving access to QuickBooks Online and the required documentation.
Do you work with accounting software other than QuickBooks? +
Rooted Accounting specializes exclusively in QuickBooks Online.
Do you meet virtually or in person? +
Both options are available. Many clients prefer virtual meetings; in-person meetings are available for local clients in the Portland metro area.
5.0
