Accounting & Tax Solutions

Accounting, simplified.

We do two things. We deliver custom tailored accounting and tax solutions. Second, we leverage deep industry expertise combined with technology to unlock actionable insights for our clients, saving them time and money.

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We make sure your business is covered.

  • Tax Preparation & Planning
  • Accounting Services
  • Fund Administration
  • CFO & COO Consulting
  • Business Management
  • Investor Services
  • Treasury Management
  • Banking Administration
  • Audit Support
  • HR & Compliance Support

Deep Industry Expertise

Commercial Real Estate Building

We know real estate. Our clients include sponsors, fund managers, developers, operators, syndicators, investors and lenders alike. We understand their needs and design solutions to meet those needs. From consulting on purchase and sale transactions to outsourced fund administration and investor reporting, we act as a strategic partner to help our clients successfully execute their business plans.

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Cloud-based services and video conferencing have changed the way businesses operate. Offices with servers have been replaced by co-working spaces and cloud-based networks. Working from home has never been more prevalent. These changes have allowed businesses to operate with greater flexibility, while reducing fixed costs and increasing profit margins. We work with small and medium sized companies in all different stages, combining a passion for technology with accounting expertise to save our clients time and money.

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Private equity and venture capital firms face unique challenges as it relates to accounting and financial reporting. CEOs are under pressure from stakeholders to implement cost cutting strategies in their portfolio companies and their own. Investors require more robust and transparent reporting than ever before. We work with CEOs, CFOs and COOs alike to optimize their accounting and reporting so they can focus on running their businesses.

Arrowroot’s knowledge beyond just accounting differentiates them from other CPAs I’ve worked with. I rely on them to manage our day to day accounting and for the strategic support we need to run our business.

Brad Burgtorf
HighCamp Compliance

Arrowroot helped us integrate the different invoicing and payment platforms we use to run our ecommerce business. They have helped us better understand our financials and allowed us to make more informed business decisions.

Britt Rohr
Swell Press Paper
Britt Rohr Swell Press Paper

With Arrowroot’s help, we have streamlined our accounting processes and improved our investor reporting. Their knowledge of real estate investments and fund administration makes them a valuable partner.

Harsheel Shah
Prime Oak Capital, LLC
Harsheel Shah
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Who We Are

Founded by entrepreneurs and designed for entrepreneurs, Arrowroot Tax & Business Management is uniquely positioned to assist CEOs by acting as a strategic partner.