Accounting & Tax Filing Services

Accounting to Fit Your Needs

Growing businesses often need professional financial advice and accurate accounting without requiring a full time staff. By augmenting your team with Financial Foothold, you get the benefit of a trusted accounting team without the cost of a full time staff (salary, benefits). Our services evolve with your business, providing complete accounting services and finance solutions that can be customized to fit your needs wherever your company is in its lifecycle.

Accounting Diagnostic Review

  • In depth analysis of current financial statements with recommended adjustments, process changes and business insights.

Tax Filings

  • Sales/Use tax reporting and filing

  • Texas Franchise tax filings

  • Year-End 1099 Filings

  • Liaise with your CPA on Federal & State Income taxes

Accounting Services

  • Account Reconciliations & General Ledger

  • Accounts Receivable and Accounts Payable

  • Financial Statement Preparation

  • Monthly/Quarterly Financial Reviews

Quickbooks Online Services

  • Initial setup

  • Migration

  • Training

  • Helpline

Why Financial Foothold?

  • Dedicated Staff Accountant

  • Liaise with your CPA on complex tax issues

  • Payroll Management (including PEO model)

  • Access by phone/email/text during business hours

  • Client portal to receive/upload secure files

  • Converting from QuickBooks desktop or establishing books on financial software for the first time.

  • Documented Close Process

  • Close books and Standard Reports by the 15th of the following month

  • 24 Hour response time to inquiries

  • A/R and A/P Management

  • Scheduled financial review meetings upon request