The Rooted Soul

Rooted in Purpose.
Grounded in Numbers.

Financial clarity, intentional systems, and strategic guidance for wellness practitioners and purpose-driven entrepreneurs.

Bookkeeping Business Formation Financial Stewardship Strategic Coaching
Start With the Assessment

Begin with the Rooted Business Health Assessment so we can understand where support is needed most.

Clarity Begins Beneath the Surface

Your Business Should Feel Aligned — Not Chaotic.

You can be exceptional at the work you do and still feel uncertain about the business behind it.

01
Books that never seem to be fully up to date.
02
Uncertainty about what your numbers are really telling you.
03
Growth without systems strong enough to support it.
04
Money coming in, but no clear understanding of where it is going.
05
Important decisions being made without clear financial insight.
06
The desire for experienced guidance you can actually trust.
You don’t have to figure it out alone. That’s where The Rooted Soul comes in.
A Strong Business Starts With Strong Roots

The Rooted Stewardship Framework

A thoughtful approach to building, growing, and stewarding a business that is aligned with your purpose and supported by a strong financial foundation.

Foundation

ROOT

Build With Intention

We establish the business foundation you need to move forward with greater clarity and confidence.

  • Business Formation
  • Entity & Operational Setup
  • EIN, Registrations & Licenses
  • QuickBooks Setup
  • Financial Systems & Processes
Explore Root
Direction

GROW

Lead With Purpose

We strengthen the systems and strategy behind your vision so your next decisions are made with intention.

  • Strategic Coaching
  • Pricing & Positioning
  • Systems & Operations
  • Quarterly Planning
  • Accountability & Growth Strategy
Explore Grow
Stewardship

STEWARD

Build a Business That Lasts

We bring visibility to your finances so you can understand your business, make stronger decisions, and protect what you are building.

  • Full-Charge Bookkeeping
  • Monthly Financial Reporting
  • Cash Flow Management
  • Quarterly Reviews
  • Tax-Ready Financials
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Financial Stewardship

You Don’t Need to Become an Accountant.

You need clarity.

My role is to give you the financial clarity and insight you need to make confident decisions and lead your business with purpose. Your numbers should not feel intimidating. They should help you understand what is working, what needs attention, and where your business can go next.

Know your numbers
Make informed decisions
Understand your profit
Plan with confidence
Manage your cash flow
Build a business that lasts
The Rooted Soul
“Your numbers should tell you the story of your business.”
Understand the story. Lead with clarity.
Founder portrait of Tammy Knutson
Meet Tammy

Experience That Grounds the Vision

With more than 35 years of experience in accounting, finance, operations, and business strategy, I have spent my career helping businesses understand what is happening behind the numbers.

I have also spent more than a decade serving at the CFO level, overseeing complex financial operations and businesses managing more than $30 million in annual activity.

The Rooted Soul brings that depth of experience to the entrepreneur who wants more than someone entering numbers into software. My role is to help you understand your business, strengthen its foundation, and make thoughtful decisions about what comes next.

35+ Years Accounting & Financial Experience
12+ Years CFO-Level Leadership
$30M+ Annual Business Activity Managed
One Purpose Helping Business Owners Lead With Clarity
More About Tammy
Start With Clarity

Take the Rooted Business Health Assessment

Before you decide what your business needs next, understand where it stands today.

The Rooted Business Health Assessment helps you look beneath the surface of your business and identify the areas that are strong, the areas that need attention, and where greater clarity could change the way you lead.

Business Foundation
Financial Records
Cash Flow
Pricing
Business Systems
Compliance
Planning
Financial Visibility
Take the Assessment
The Rooted Soul
How Healthy Is the Business Beneath the Surface?
A guided assessment designed to help you identify what is working, what needs strengthening, and what deserves your attention next.
Your Next Step

Your Purpose Deserves a Strong Foundation.

Root your business in purpose. Ground it in numbers.

Build something that supports your vision, protects what you are creating, and is strong enough to grow with you.

Take the Business Health Assessment