Monthly Bookkeeping Packages
Whether you're a solopreneur tired of dreading tax season or a growing business that wants real financial clarity, Rooted Growth Advisory gives you books you can trust and a partner who explains what they mean. Work with Maya and her team to feel confident about your books and your business!
Flat monthly subscription.
All packages include collaboration with your CPA to make tax time stress-free.
Basic $525
Best for: Solopreneurs and freelancers who need clean, accurate books and tax-ready financials
Transaction Categorization
Reconciliations
Books Review
Essential Reports
Profit & Loss
Balance Sheet
Cash Flows
Growing $750
Best for: Small businesses ready to understand their numbers and make more informed decisions
Everything in the Basic plan, plus:
Monthly Check-In Meeting
Visual Reports (Charts)
KPI Reports
A/R and A/P Reports
Who owes money to you?
Who do you owe money?
Most Popular
Thriving $1025
Best for: Established small businesses that want a strategic financial partner, not just a bookkeeper
Everything in the Growing plan, plus:
Quarterly Strategy Call with your CFO
Custom Reports
Priority Support
“Maya works extremely well with our team, ensuring we get payments from our clients, managing payments to our clinicians and offering training or support to our organization with her extensive background of bookkeeping skills. We can now easily pull details about our accounts for grant writing or yearly reports easier than we have ever been able to do, and we owe it all to Maya.”
- Kim Rabago, President, Hands Holding Hearts
Maya Robles, Owner of Rooted Growth Advisory