Rood Financial Services

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Rood Financial Services Fractional CFO, tax strategy & family office services for $2M–$10M businesses. Clients save $21,407/yr on average through proactive planning. roodfinancial.us

Led by Patrick Rood — Forbes Finance Council Member & 4x bestselling author. Cloud Based Tax and Accounting Firm, serving Pennsylvania, New Jersey, and Florida.

THE CONVERSATION STARTS BEFORE THE FORMS DO.Year-end is when the best questions show up. Join the room.thedlss.comPowere...
10/13/2026

THE CONVERSATION STARTS BEFORE THE FORMS DO.
Year-end is when the best questions show up. Join the room.
thedlss.com
Powered by Rood Financial Services

10/13/2026

THE ROOM IS OPEN.
DLSS is for people who want better questions before year-end, not a last-minute scramble. Join the conversation.
thedlss.com
Powered by Rood Financial Services

Tax season prep starts now.Start gathering your documents early and keep them in one place. A little organization now ma...
10/12/2026

Tax season prep starts now.
Start gathering your documents early and keep them in one place. A little organization now makes filing season a lot smoother.
Ready when you are → roodfinancial.us

10/12/2026

Year-end planning starts with a clean picture.
Pull this year’s numbers, note what changed, and block time with your advisor before December fills up.
roodfinancial.us

10/11/2026

A fractional CFO is a steady finance seat without a full-time hire.
Rood Financial helps business owners get organized, see the numbers clearly, and walk into tax planning prepared. No jargon for its own sake.
roodfinancial.us

Your tax-season checklist:1) Pull last year’s return and current books2) Note big changes: equipment, hires, move3) Bloc...
10/11/2026

Your tax-season checklist:
1) Pull last year’s return and current books
2) Note big changes: equipment, hires, move
3) Block one hour next week to review with your advisor
Book a time → calendly.com/roodfinancial

Address

Philadelphia, PA

Opening Hours

Monday 8:30am - 6:30pm
Tuesday 8:30am - 6:30pm
Wednesday 8:30am - 6:30pm
Thursday 8:30am - 6:30pm
Friday 8:30am - 6:30pm

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