FP&A consulting that gives your business the financial clarity to grow with confidence. Budgets, forecasts, dashboards, and strategy — built for you.
Book a Discovery CallI partner with businesses that have outgrown gut-feel financial decisions and need the clarity that comes from real FP&A.
Your clients are asking for budgets, forecasts, and financial strategy. I deliver FP&A under your brand or as a referral partner — so you can offer advisory without hiring in-house.
Learn about the Partner Program →You're growing, but your financial infrastructure hasn't kept pace. I build the forecasts, dashboards, and reporting you need to make confident decisions — not best guesses.
View services →Compliance reporting, program-level visibility, and budget accountability are table stakes. I bring healthcare-specific FP&A expertise so your financials meet the standard your mission demands.
Healthcare FP&A services →Flexible retainer packages built around the FP&A work your business actually needs — not a rigid scope, not hourly billing.
For businesses starting their FP&A journey. Includes focused project work and monthly check-ins to build your financial foundation.
The sweet spot for growing businesses. Expanded project capacity with rollover flexibility, so nothing falls through the cracks.
For businesses ready for strategic financial leadership. Full strategic builds, expanded capacity, and monthly strategy calls.
All packages include a flexible project menu spanning budgets, forecasts, dashboards, reporting, and more.
Book a call to discuss which package fits.
From first call to ongoing partnership in four straightforward steps.
A 30-minute conversation to understand your business, your financial gaps, and what success looks like.
I review your current financials, tools, and processes to scope the right engagement for your needs.
Custom models, dashboards, and reporting — built to your business, not from a generic template.
Monthly updates, variance analysis, and strategic check-ins. Your FP&A stays current as your business evolves.
I'm Tanner Goldsmith — a CPA with over seven years of experience spanning Big 4 public accounting, tech and SaaS FP&A, and healthcare finance. I started Rootality Financial because too many growing businesses are making critical decisions without the financial clarity they need.
I work as a dedicated FP&A partner — building the financial models, dashboards, and reporting that let you run your business on data, not gut feel. Whether you're a firm looking to expand your advisory offering, an SME scaling past what your bookkeeper can support, or a healthcare organization navigating complex funding and compliance — I bring the same rigour to every engagement.
When I'm not building financial models, I'm chasing my two sons around the yard.
Book a free 30-minute discovery call to talk through your business and see if we're a fit.
Book a Discovery Callor email me at tanner@rootalityfinancial.com