Root Financial

Root Financial is a financial planner in Jersey City, New Jersey. Serving founders and business owners, the firm provides profit consulting, accounting, and tax services. Their expertise focuses on driving profitability and helping entrepreneurs move past the startup trap of being underpaid and overworked to achieve financial freedom.

The firm was founded in August 2018 by Raz Petric, who brings experience from Big 4 accounting practices, large public corporations, and startup finance departments. Root Financial operates with an approach rooted in compassion and empathy, aiming to act as an integral team member for clients. Their service offerings include bookkeeping, payroll, GAAP financial reporting, budget preparation, and analysis. Additionally, they provide accounting and tax essentials, such as month-end close activities, accounts payable and receivable processing, management reporting, and tax planning services.

Located on 2nd Street in Jersey City, the office is situated near Marin Boulevard and Christopher Columbus Drive. The area is a short walk from the Harsimus Cove train station and is close to Villa Borinquen Park, as well as Cornelia F. Bradford Number 16 Elementary School and Number 1 Elementary School.

The business maintains well-documented information online, and their website is well-optimized for search engines to read clearly. This ensures that their professional services are easy to locate when searching for financial expertise.

Root Financial provides dedicated profit consulting and accounting support to help founders in Jersey City build stable, profitable, and financially healthy companies.