How We Work With You

Our streamlined process makes getting started simple and ensures you receive the financial guidance your business needs. We've developed a proven approach that delivers results while minimizing disruption to your business operations.

1

Initial Consultation

We begin with a comprehensive discussion about your business to understand your unique needs, challenges, and goals.

  • Assessment of current financial processes
  • Discussion of business goals
  • Identification of pain points
  • Transparent pricing discussion
2

Customized Plan

Based on your unique needs, we develop a tailored service package and implementation strategy.

  • Detailed service recommendations
  • Clear pricing structure
  • Implementation timeline
  • Technology recommendations
3

Seamless Onboarding

We implement your plan with minimal disruption, setting up systems and organizing your financial records.

  • Software setup & configuration
  • Financial records organization
  • Workflow implementation
  • Secure access setup
4

Ongoing Support

We provide regular reporting, proactive guidance, and responsive support to help your business thrive.

  • Regular financial reporting
  • Scheduled review meetings
  • Proactive recommendations
  • Responsive support

What Our Clients Say

"

Working with Foundation Bookkeeping transformed our financial operations. Their team took the time to understand our unique business needs and implemented systems that gave us clear insight into our finances. The onboarding process was smooth, and their ongoing support has been invaluable.

Sarah Johnson

Owner, Bright Ideas Marketing

"

As a small business owner, I was spending too much time managing my books and not enough time growing my business. Foundation Bookkeeping changed that completely. Their customized approach and attention to detail have given me peace of mind and freed up my time to focus on what I do best.

Michael Torres

Founder, Torres Construction

"

The team at Foundation Bookkeeping doesn't just handle our day-to-day accounting needs—they provide strategic insights that have helped us make better business decisions. Their PowerBI dashboards have transformed how we view our financial data, making it accessible and actionable.

Jennifer Lee

CEO, Innovative Solutions

Frequently Asked Questions

How long does the onboarding process take?

The onboarding timeline varies based on the complexity of your business and the state of your current financial records. Typically, our onboarding process takes between 1-3 weeks. For businesses with more complex needs or significant backlog, it may take longer. We'll provide a clear timeline during your initial consultation.

Do I need to change my accounting software?

Not necessarily. We're proficient in various accounting platforms including QuickBooks, Xero, FreshBooks, and more. We'll evaluate your current setup and may recommend changes only if we believe a different solution would significantly benefit your business. Our goal is to work with systems that best serve your needs while minimizing disruption.

How often will we communicate about my finances?

Communication frequency is tailored to your preferences and needs. Typically, we provide monthly financial reports and schedule quarterly review meetings. However, we're flexible and can adjust the frequency based on your business cycle and requirements. Additionally, we're always available via email or phone for any urgent questions or concerns.

Can you work with my existing team?

Absolutely! We excel at collaborating with in-house staff, external accountants, tax professionals, and other advisors. We can complement your existing team by handling specific aspects of your financial management or provide comprehensive services that work in harmony with your current resources. Our goal is to integrate seamlessly with your operations.

What if my business needs change over time?

Our service model is designed to be flexible and scalable. As your business grows or your needs evolve, we can adjust our services accordingly. We conduct regular reviews to ensure our services remain aligned with your business goals and requirements. This adaptability ensures you always receive the appropriate level of support without paying for services you don't need.

Ready to Transform Your Financial Operations?

Let's start the conversation about how our tailored bookkeeping services can help your business thrive. The first step is a free, no-obligation consultation to discuss your needs.

Schedule Your Free Consultation