Grow Your Business on a Firm Foundation
Solid bookkeeping for service providers
Firm Foundation Bookkeeping provides tailored financial solutions to help you stay organized, reduce stress, and focus on what matters most. From monthly maintenance to catch-up services, we're here to support your success.
Monthly Bookkeeping Services
Our Monthly Bookkeeping service is designed for busy business owners who need consistent support to keep their finances in order and stay on top of growth. We take care of the details, so you can focus on your business with peace of mind.
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Key Features:​​
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Categorization and reconciliation of financial transactions to keep your books accurate and up-to-date, supporting informed decisions.
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Monthly reports, including Balance Sheet, Profit & Loss, and Cash Flow Statement
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Monthly report review: pre-recorded or live video call
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Year-end reports for a smooth tax filing experience.
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Starting at
$250/month
Clean Up/Catch Up Bookkeeping
Falling behind on bookkeeping? Our Clean Up/Catch Up service helps you organize past records and gain a clear view of your business's financial health. Whether you've tried to DIY or just never got around to it, we'll make sure every detail is in the right place.
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Key Features:​
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Quickbooks Online Setup/Customization
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Categorization and reconciliation of financial transactions to keep your books accurate and up-to-date, supporting informed decisions.
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Final reports, including Balance Sheet, Profit & Loss, and Cash Flow Statement
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Custom Pricing
A solid financial foundation allows small business owners
to dream big and achieve more.
Add-On Services
Enhance your bookkeeping package with additional services tailored to meet your business's unique needs. Choose from a variety of add-ons for comprehensive financial support. ​
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Available Add-Ons:​
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New Quickbooks Online subscription setup
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Payroll assistance
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Accounts payable
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Accounts receivable
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Receipt management
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Done-for-you 1099 filings
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Business budgeting
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Special Reports
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Custom Pricing
The Process
At Firm Foundation, our process is simple, straightforward, and centered around you:
Free Consultation
We start with a chart to understand your needs and goals.
Customized Service Plan
We create a tailored plan to meet your business's financial needs.
Set Up and Onboarding
We'll get your Quickbooks
and other systems ready.
Monthly Check-Ins
Regular reviews keep you informedand in control.
The Process
At Firm Foundation, our process is simple, straightforward, and centered around you:
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What are the benefits of outsourcing my bookkeeping?Outsourcing your bookkeeping allows you to: Save time and focus on growing your business Ensure accurate and up-to-date financial records Gain valuable insights into your business’s financial health Reduce stress and avoid the hassle of managing finances yourself Enjoy peace of mind knowing your finances are handled by a professional
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What software do you use for bookkeeping?We exclusively use QuickBooks Online for our bookkeeping services. This cloud-based platform allows us to efficiently manage your financial records, provide real-time updates, and offer seamless collaboration.
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Do you offer one-time clean-up services?Yes! Our Clean Up / Catch Up service is perfect for clients needing a one-time overhaul of their financial records.
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How long does a typical project take?The duration of each project depends on its scope. Clean-up bookkeeping projects can vary based on the volume of work but typically range from 4 to 12 weeks. We’ll give you a more precise timeline after assessing your specific needs. For ongoing bookkeeping services, we provide monthly support to ensure your financials are always up-to-date.
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What's included in the monthly bookkeeping package?Our Monthly Bookkeeping service covers QuickBooks setup, transaction categorization, monthly reconciliations, reports, and more.
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Do you offer one-time clean-up services?Yes, we offer clean-up bookkeeping services for businesses that need to get their financial records back on track. This includes reviewing past transactions, reconciling accounts, and ensuring everything is ready for tax season or financial reviews.
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How can I get started with your services?Getting started is easy! Simply schedule a free consultation here. We’ll discuss your bookkeeping needs, answer any questions, and outline the next steps for onboarding.
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Can you help with tax preparation?While we focus on bookkeeping, we collaborate with trusted tax professionals to ensure your financials are tax-ready. We provide all the necessary reports and documents to make your tax filing process smooth and hassle-free.
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Do you recommend any specific banks for my business?Yes! We recommend Relay Online Banking for small business owners. Relay offers easy integration with QuickBooks, provides features like multiple accounts for better organization, and has no monthly fees. It’s a great option for business owners who need a flexible and cost-effective banking solution that streamlines financial management. If you’d like more information on setting up an account, feel free to reach out!
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Who do you typically work with?We primarily collaborate with women-owned businesses that provide services. Our clients often include real estate agents and investors, wellness professionals, creatives, home services, and more. We’re particularly passionate about supporting entrepreneurs juggling both family and business responsibilities.
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How do you customize your services for each client?We understand that every business is unique. During our initial consultation, we discuss your specific financial needs, goals, and challenges. From there, we create a tailored plan that aligns with your business objectives, ensuring you get the most value from our services.
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Can I add payroll or budgeting services to my package?Absolutely. Our Add-On Services let you customize your bookkeeping plan to fit your specific needs.
"I can’t recommend Firm Foundation highly enough! Katie is extremely easy to work with, professional, detail-oriented, and absolutely loves what she does. The systems that she has in place for communication, reporting, and documenting are user-friendly and makes my job so much easier! Call Katie, your business needs her!"
Jamie H.