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.
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.