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Scale Confidently, Build Value Intentionally.

Financial Foothold helps growing businesses build reliable financial systems, improve cash flow, and make smarter business decisions.

SCHEDULE A STRATEGY CALL
SEE HOW WE HELP

Build a Strong Foundation

Gain Financial Control

Scale with Strategic Leadership

Our Proven Client Process

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

SCHEDULE A CALL

Strategy Call

We start by discussing your business goals, current accounting process, financial reporting needs, and what you need from an outsourced financial partner.

Business Financial Health Assessment

We review  your current financial systems, reporting process, account structure, and operational gaps. Then we identify priorities and recommend the right level of Accounting, Controller, and CFO Leadership.

Implementation

We stabilize your finance and accounting systems, document key workflows, establish the monthly close process, and introduce the team members supporting your business.

Monthly Financial Leadership

Each month we close your books, prepare financial statements, analyze trends, flag potential issues, and meet with you to review the financial story of your business.

Quarterly Business Review

Each quarter we review performance, update forecasts, identify risks and opportunities, and help align financial decisions with your annual objectives.

Annual Strategic Planning

Annually, we review results, build the upcoming budget, and support longer range planning scenarios so you can make decisions with better visibility.

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

Businesses Supported
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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
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Client Tax Reports Filed On-Time
0 %
working hours saved for every client annually
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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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