Root Advisors

Root Advisors is an accountant in Bloomington, IN. The firm provides outsourced accounting, personal income tax, business foundation services, and business management services. Its team handles day-to-day accounting tasks, including bookkeeping, payroll, tax planning and preparation, and advisory services for business milestones from startup to succession. The firm offers fixed monthly fees for comprehensive services to avoid hourly billing surprises.

Root Advisors serves specific industries with specialized experience, including optometry practices, medical professionals, service businesses, and churches. For optometry practices, the firm uses analytical tools to provide financial clarity. For medical providers, it focuses on keeping practices financially healthy so owners can focus on patient care. For service businesses, it manages complex financial tasks involving tools, facilities, equipment, and fleet vehicles. For churches, it addresses compliance issues and financial stewardship challenges. The firm also offers personal income tax preparation and planning, simplifying returns that involve itemized deductions and investment income.

The team includes Ryan Deckard as Managing Partner, Kelly Root as Firm Administrator, and Jill Bailey as Client Manager. Other staff members include Michelle Parker, Cynthia Pennington, Sean Hanthorn, Amy Young, Anita Altop, Heather Vehslage, Risha Mitchell, Julie Jones, Theresa Moler, Coy McKnight, Grace Altop, Lisa Dillon, Junia Ray, and Riley Welcome, who serve in roles such as Client Accounting Specialist, Director of Operations, Client Experience Ambassador, Front Office Coordinator, and Bookkeeping and Payroll Specialist. The firm emphasizes that people matter most, describing its staff as the faces of experience and expertise in accounting for business.

Root Advisors holds a rating of 3.70 based on customer reviews. The firm is known for its end-to-end accounting solutions that allow business owners to focus on running and growing their businesses. Its approach combines precision in bookkeeping with strategic planning for tax optimization and business growth. The firm serves clients in Bloomington and the surrounding area, providing a trusted partnership for financial management.

Root Advisors stands out in Bloomington, IN, for its specialized service to optometry practices, medical professionals, and churches, offering a dedicated accounting team that handles the financial complexities of these specific sectors.