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Scale With Confidence.

From bookkeeping to CFO-level financial management, Financial Foothold stays on top of your finances so you can focus on what matters most - growing your business.

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Learn HOW WE HELP

Gain Back-Office Support

Understand Your Finances

Grow Your Business

Our Service Methodology

Financial Foothold is a partner you can trust to manage your finances so you can focus on scaling your business with confidence.  Our proven service methodology will provide you peace of mind that your business is in good hands.

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Initial Meeting

Our first step is to discuss your business objectives, current financial statements, concerns and what you desire from a bookkeeping company

Diagnostic Review

After the initial assessment, we will review your business and discuss areas of focus, suggested improvements and develop a plan to create an advisory and bookkeeping experience to meet your business needs.

Implementation

Over the next several months we will set up your finance and accounting system, establish streamlined business processes and introduce you to the team of skilled resources that work with your business.

Monthly Cadence

We will close your books, prepare your financial statements, analyze your business trends for potential issues, consult with you and any questions you may have and facilitate a monthly business review

Quarterly Business Review

Quarterly we will work with you to understand your financial results, develop forward looking forecasts and assist you in creating financial roadmaps to meet your annual objectives, adjusting scope of services as needed.

Year-End Planning

Review annual results and work with you to prepare a budget for the next year. We can also build a strategic plan for several years out modeling different scenarios.

When you partner with Financial Foothold, you’re…

  • Taking the stress out of managing your finances on your own

  • Setting your business up to succeed in the long run

  • Eliminating the risk of error that comes with doing finances yourself

  • Gaining a true partner operating as an extension of your team, accessible anytime the stress out of managing your finances on your own

  • Going beyond maintaining today’s bottom line to invest in and plan for future growth

  • Benefitting from the expertise of a team of advisors who are accountants and entrepreneurs who understand the unique challenges you face as a business owner

Clients With Monthly Plans
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Client Tax Reports Filed On-Time
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working hours saved for every client annually
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When you partner with Financial Foothold, you’re…

  • Taking the stress out of managing your finances on your own

  • Setting your business up to succeed in the long run

  • Eliminating the risk of error that comes with doing finances yourself

  • Gaining a true partner operating as an extension of your team, accessible anytime the stress out of managing your finances on your own

  • Going beyond maintaining today’s bottom line to invest in and plan for future growth

  • Benefitting from the expertise of a team of advisors who are accountants and entrepreneurs who understand the unique challenges you face as a business owner

Clients With Monthly Plans
0 +
Client Tax Reports Filed On-Time
0 %
working hours saved for every client annually
0

What Our Clients Say

Julianne was so kind to work with! I was lost with accounting specific to my work industry. I randomly found her contact info and read where some of her clients she worked for were mortgage brokers like myself. I emailed Julianne and asked her for some advice on content. She was generous and quick with her response I would recommend her any day!
Quintin Pierce★★★★★
It is a real pleasure working with Financial Foothold, starting from the Founder Julianne, and onboarding specialist Dennice. It has really helped our business during the start-up phase and we look forward to working with them as we grow.
Mark Raizen★★★★★
My tax and bookkeeping providers retired and I found myself without professional accountants going into tax season. I met Julianne Autry many years ago and contacted her for a referral. Lucky for me, Financial Foothold was able to take on my small business, tidying up my Quickbooks online and helped me close out my business for 22! A CPA referral has worked seamlessly and my S corporation return is now in process.My company is tiny but I was treated kindly, professionally and quickly! I recommend highly.
Leif Anders★★★★★
We have been with Financial Foothold and Julianne for many years now and she has always gone above and beyond to help us with our business. Julianne treats her clients like friends so every interaction with Financial Foothold is enjoyable. She is so responsive with whatever you need. Small businesses have unique needs at times, and JA is always there to help us through it. The professionals that work for her and Financial Foothold are the exact same. We have had the pleasure of working with Shelby since she has taken over our account and daily needs. Shelby is outstanding. She responds to every need lightening fast with an awesome attitude and energy. I cannot possibly give any individual or firm that provides services for small businesses a better recommendation. We feel very fortunate to work with the great people of Financial Foothold. Special thanks to JA and Shelby!
RD Straface★★★★★
Such a pleasure working with Julianne and Dennice. I've been doing the bookkeeping for our firm for 20 years and I really wish I would have switched sooner. They make things so easy and work so quickly. So lucky to have found them.
Simon Squad★★★★★

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