Full Service Accounting Solution

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.

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.