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Grow Your Business on a Firm Foundation

Solid bookkeeping for service providers

Firm Foundation Bookkeeping provides a unique solution to your bookkeeping needs when you're not ready to outsource. The Foundation Checkup Call is designed to guide you with expert insight to get the most out of your Quickbooks account.

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Foundation Checkup Call

Struggling to get your QuickBooks organized? Not sure where to start or what’s missing?

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The Foundation Checkup Call is a focused, collaborative session designed to give you clarity, fix problem areas, and leave you with an actionable plan, all without committing to a monthly package.

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This is more than just advice. It’s a hands-on session where we work together in real time, uncover the issues holding your bookkeeping back, and create a clear path forward for your business.

How It Works

  • Fill out the intake form – Tell me about your business and your questions.

  • Schedule your call – Pay your invoice and schedule a time that works for you.

  • Collaborative session – We log into your QuickBooks account together and review your setup.

  • Identify issues – From bank feeds and miscategorized transactions to invoices or payroll, we pinpoint what needs fixing.

  • Create your plan – Walk away with clear, actionable next steps tailored to your business.

What Makes It Unique

  • Hands-on, real-time collaboration – You’re not just listening to advice. We do the work together.

  • Custom guidance – Every session is tailored to your books and business situation.

  • Immediate clarity and results – Instead of months of guessing, you’ll know exactly where you stand and what to do next.

  • Affordable, one-time support – Perfect for those who aren’t ready for a monthly plan but still want expert help.

Who Is This For?

  • Solopreneurs juggling a million hats and buried in QuickBooks

  • The “I’ll fix it later” business owner

  • Service-based entrepreneurs ready for clarity without a monthly commitment

  • Business owners who want a clear, actionable plan to move forward with confidence

Investment: $125 per hour session

Next Step:

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Take the stress out of your books and walk away with clarity. Fill out our intake form for your Foundation Checkup Call today!

Tired of using your precious time to fix it yourself?

If you’d rather have someone take care of the bookkeeping for you, my monthly packages give you ongoing support, clear financial insights, and peace of mind so you can focus on growing your business.

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