Clear financials. Accurate records. Confident decisions.
Roots Financial Group helps small and growing businesses stay organized, compliant, and financially informed — without the stress of managing the numbers alone.
What We Do

We provide professional bookkeeping and financial support services designed to give business owners clarity and peace of mind.

From monthly bookkeeping to payroll support and financial cleanup, our team ensures your books are accurate, up to date, and meaningful — so you can focus on running and growing your business.

Monthly Bookkeeping

Accurate tracking of income, expenses, and reconciliations.

Payroll & Reporting Support

Reliable payroll coordination and financial reporting assistance.

Catch-Up & Cleanup Bookkeeping

Get your books back on track quickly and correctly.

Ongoing Financial Support

Consistent insights and support as your business grows.

Why Roots Financial Group

We believe strong financial foundations lead to sustainable growth. Our approach combines accuracy, integrity, and a deep understanding of service-based businesses.
Expert Guidance Team
Meet the passionate people behind our brand—the team dedicated to bringing our vision to life every day.
Justin Nikolich

Justin Nikolich, CPA

Co-Founder | Partner Justin began his career with PricewaterhouseCoopers in 2010 in the audit practice, where he dove right into the financial services sector.

Crystal DiJoseph, CPA

Crystal DiJoseph, CPA

Co-Founder | Partner Crystal brings significant fund, real estate, and technology experience with a mix of public and private accounting and a focus on operational excellence.

Connect With Us

Hey! Connect us with 0987-6543-210, or email us through info@example.com, or fill the following form. We will contact you back within 12 hours or prior.
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