You’re Ready for a SWOT Analysis
December 23, 2025
You’re Ready for a SWOT Analysis
December 23, 2025

January 29, 2026

What to Expect When You Work with Good Roots

By Amira Haddon, Internal Marketing Manager

Your roadmap to clear finances, stronger operations, and sustainable growth

Working with Good Roots is designed to be supportive, structured, and built around the people doing the work. Whether you're looking to clean up your books, build a brand that sells, or turn things around fast, our goal is to help you get clarity, reduce stress, and make confident decisions about your farm or food business.

Here’s how we support our clients, step by step.

Step 1: Get clarity with a free consultation

It starts with a free consultation focused on you, your business, and what feels most urgent right now.

Clients begin by filling out this form. Within two days, a team member will follow up to schedule an introductory call.

Before the call, we’ll send a mutual NDA so we can speak openly about your finances, operations, and challenges. If you already shared details in the form, we may ask  for relevant financial or planning documents so we can come prepared. If not, that’s okay. We can use the introductory call to figure out what information would be most useful.

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On that call, you can expect:

  • A conversation about your goals, constraints, and timeline.
  • Clarifying questions to understand where things stand today.
  • Practical guidance and next steps, even if we’re not the right fit. We can point you toward helpful tools and resources depending on your needs, such as grant writers, non-profit sponsors, and partner organizations in our network.

There’s no pressure or obligation in having a call. Our goal is to help you leave the call with more clarity than you had going in.

Step 2: Define the right path forward

If it feels like a good fit, we’ll bring in the right experts from our team to help shape a clear plan.

This usually includes a discovery call with someone from our Client Relations team and a director from our Marketing, Accounting, or Business Consulting teams. Together, we’ll:

  • Refine your goals
  • Clarify priorities
  • Identify the services that will best support your goals.
  • Define what success looks like for you.

By the end of this step, we’ll have a shared understanding of your business, your goals, and what kind of support would actually be useful. Before we wrap up, we’ll schedule a 30-minute proposal review call to walk through the recommended plan and next steps together.

Step 3: Review a plan built for your business

Next, we’ll share a written summary of the recommended path forward. Depending on your situation, this may be:

  1. A Pre-proposal with high-level scope, project timeline, and estimated cost or
  2. A full proposal if the path forward is clear

During the call, we’ll walk through the document together, answer your questions, and adjust anything that doesn’t feel quite right..

After the call, you’ll receive the finalized proposal within 2–3 business days.Signing it confirms your spot on our team’s schedule and allows us to prepare so your project starts smoothly and stays on track.

Step 4: Meet the team supporting you

Once the proposal is signed, we will introduce you to your lead service provider and project team via email. 

Your lead consultant will schedule a kickoff call to:

  • Review project goals and deliverables

  • Meeting rhythms

  • Shared folders and resources

  • Anything else to keep your project on track

You’ll know exactly who you’re working with and how to reach them.

Step 5: Get consistent, accountable support

This is where the work happens! The cadence and type of work depend on your project, but you can expect:

  • Zoom meetings to review progress and make decisions.
  • Clear communication, even during your busy season.
  • Shared files so everything stays organized and accessible.
  • Accountability to keep things moving forward.

We’ll also check in with quick pulse surveys throughout the project to make sure you feel confident, supported, and heard. If something isn’t working, we want to know so we can adjust..

Step 6: Walk away with clear next steps

When the project wraps, your lead service provider will send:

  • Final files and deliverables
  • Clear instructions on what to do next

You’ll have time to review everything, ask questions, and make sure you’re confident using what we’ve built together.

Step 7: Share your experience

After your project, we’ll ask for your feedback in a short survey.Your input helps us improve how we support the people building a better food system.

Why we do this work

Good Roots exists to support farmers and food business owners with practical guidance to build a resilient, profitable business. We believe clear finances, strong operations, and numbers-backed strategy are tools to help you grow your legacy.

Sign up for a free consultation to get clarity on your next steps.

Clarity Foundations

If you’re tired of messy books, this is where you get untangled. We’ll start with a clean slate, align your systems, and build a foundation that turns financial chaos into clarity and confidence.

Average time to complete: 2 months

CHOOSE A TIER

WHAT YOU GET Mastery Momentum Clarity
Redesigned profit and loss statement to quickly uncover key trends 🥬 🥬 🥬
Cleaned-up balance sheet to ensure accuracy and build trust in your numbers 🥬 🥬 🥬
Streamlined sales recording processes to save time and reduce errors 🥬 🥬 🥬
Inventory and accrual accounting best practices to support financial clarity 🥬 🥬 🥬
Enterprise ‘class’ accounting to track performance across business units 🥬 🥬
Labor cost insights to understand where your team’s time is going 🥬
Product and sales trend analysis to guide pricing, planning, and growth 🥬
INVESTMENT $10,250 $8,000 $6,550

Total Clarity Accounting

Stop making decisions based on a gut hunch. With Total Clarity Accounting, your numbers won’t just be accurate but meaningful.

Average time to complete: 3 months

CHOOSE A TIER

WHAT YOU GET Mastery Momentum Clarity
Monthly financial clarity sessions to review trends, margins, and key reports Monthly with Fractional Controller and Bookkeeper (3 months) Monthly with Fractional Controller and Bookkeeper  (3 months) Monthly with Bookkeeper Only (3 months)
Monthly reconciliations for up to 10 accounts (e.g. checking, savings, credit card, and loan accounts) 🥬 🥬 🥬
Monthly sales summaries to stay on top of performance 🥬 🥬 🥬
Ongoing A/R review so you know what’s owed and what’s at risk 🥬 🥬 🥬
Categorized bank feeds to save time and streamline reporting 🥬 🥬 🥬
Support for flagged transactions to catch errors and ensure accuracy 🥬 🥬 🥬
Custom monthly adjustments to track inventory, labor, and overhead accurately 🥬 🥬 🥬
Payroll recorded accurately and on time based on third-party data 🥬 🥬 🥬
Labor costs tracked by enterprise or function for deeper insight 🥬 🥬
Class tracking to separate internal activity across teams or entities 🥬 🥬
Customer payments matched to invoices for clean records 🥬 🥬
Bill entry and payment workflows to streamline vendor management 🥬 🥬
Manage bill payment approval and payments 🥬
Weekly cash flow reports so you can stay ahead, not just afloat 🥬
INVESTMENT $5,250/mo (3 mo. minimum) $4,000/mo (3 mo. minimum) $2,450/mo (3 mo. minimum)