Top Rated

Tax/Accounting/
Marketing/Business
Strategists

Whether you’re a new or established business, The Roart Group, LLC, will help you create strategies that drive profits by addressing issues that hold you back!

About Us

The Roart Group, “Your Link To Financial Success” takes responsibility for supervising our clients’ financial activities including planning and monitoring cash flow and analyzing the company’s strengths and weaknesses. We work hands on with our client’s and strategize plans for improvement, oversee the financial operations, implement and monitor control systems and develop and execute strategic marketing plans that create a “buzz” in the marketplace.

Our unparalleled experience of serving small and midsize businesses, restaurateurs and family owned businesses help clients perform at their highest level and become top performing businesses so they can create a sustainable value for themselves as well as their customers and clients.

Our Services

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Small/Family Businesses

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Hospitality

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Tax Services

Our Process

Our approach to advisory is both comprehensive and transparent. Here's a glimpse into our process

01. Assessment

Begin with a one-on-one discussion to understand your vision and specific needs.

02. Planning

Our hands on personalized service focuses on helping you manage cash flow, business restructuring, and tax planning

03. Implementation

We provide high quality services to make your business more profitable and less time consuming

04. Conclusion

We are your trusted advisors that you can always count on

Mission Statement

The Roart Group understands the needs of families who own and operate their businesses. Our consulting services provide the solutions for the family and the business. We have a unique collaborative approach that concentrates on creating a balance of the interpersonal, operation and financial issues to help the family and their closely held business achieve desired success.

Lets Talk

Need a consultation?

Testimonial

A few words from our happy clients

Danny Meyer, CEO Shake Shack
    Danny Meyer, CEO Shake Shack

    "The Roart Group's collective wisdom and experience is priceless to an entrepreneur – at any stage of his or her career. With thoughtful insight, guidance, and support, Arthur and Rosann Levy have a gift for helping small businesses navigate the tough choices that separate the winners from the also-rans."

    Dan Shaffer, CEO Shaffer Asset Management, Inc.
      Dan Shaffer, CEO Shaffer Asset Management, Inc.

      "Arthur Levy has a brilliant ability to problem solve and uncover potential unforeseen issues. I have always found him to be very professional and thoughtful of my goals. I highly recommend him and the services of The Roart Group to any size business."

        Joan Lieberman, Showoffs, LLC

        “I have worked with Arthur Levy as my accountant for the past several years. Arty is totally knowledgeable, completely trustworthy, but most importantly he goes above and beyond for his clients. I would recommend him and The Roart Group without any hesitation.”

          Mary Schaffer, CEO Napa & Co.

          “Arthur dealt with all my queries quickly and efficiently and in a manner that I could understand. His background and insight into my industry has made him an invaluable tool for valuing businesses, analyzing financials, deal negotiates and traditional mentoring.”

          contact us

          Contact Us To Get A Consultation!

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          Phone

          +1 917-744-3660

          Email

          rosann@theroartgroup.com

          Location

          3618 East Covenanter Drive, Bloomington, IN 47401