Comprehensive Financial Services

At Foundation Bookkeeping, we believe that financial clarity leads to better business decisions. Our service model is designed to provide small business owners with not just accurate books, but actionable financial insights that drive growth and profitability.

Our Service Packages

We've developed our service offerings based on extensive experience with businesses at various stages of growth. Our tiered packages ensure you receive the appropriate level of financial support for your business size and complexity, with room to scale as you grow.

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Foundation Package

Essential bookkeeping for startups and small businesses

Service Allocation: Up to 5 hours of service per month

  • Monthly bookkeeping & reconciliation
  • Up to 150 monthly transactions
  • Basic financial statements (P&L, Balance Sheet)
  • Digital receipt management
  • Quarterly advisory check-in call (30 minutes)
  • Email support (response within 48 hours)
  • Basic chart of accounts setup
  • Year-end 1099 preparation (up to 5 vendors)

Benefits:

  • Reclaim 5-10 hours per month of your time
  • Maintain accurate, audit-ready financial records
  • Ensure tax compliance and preparation readiness
  • Gain clarity on your business's financial health

Ideal For: Sole proprietors and startups, businesses with simple finances, 0-2 employees, single bank/credit card account

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Growth Package

Comprehensive bookkeeping for established small businesses

Service Allocation: Up to 10 hours of service per month

  • Everything in Foundation Package, plus:
  • Up to 300 monthly transactions
  • Accounts payable management
  • Accounts receivable management
  • Cash flow forecasting (13-week projection)
  • Monthly financial review call (45 minutes)
  • Enhanced financial reporting package
  • Year-end 1099 preparation (up to 10 vendors)
  • Email & phone support (response within 24 hours)
  • Customized chart of accounts
  • Basic PowerBI dashboard

Benefits:

  • Improved cash flow management
  • More strategic financial decision-making
  • Enhanced visibility into business performance
  • Reduced financial administrative burden

Ideal For: Established small businesses, companies with 3-10 employees, multiple revenue streams, 2-3 bank/credit card accounts

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Premium Package

Strategic financial management for complex businesses

Service Allocation: Up to 15 hours of service per month

  • Everything in Growth Package, plus:
  • Up to 500 monthly transactions
  • Dedicated bookkeeper
  • Monthly strategy calls with detailed analysis (60 minutes)
  • Custom PowerBI financial dashboard
  • Department/class tracking
  • Budget creation and variance analysis
  • Multiple bank/credit card accounts
  • Profitability analysis by service/product
  • Year-end 1099 preparation (unlimited)
  • Priority support (same-day response)

Benefits:

  • Enterprise-level financial insights
  • Data-driven strategic planning
  • Improved profitability tracking
  • Scalable financial systems that grow with you

Ideal For: Complex small businesses, companies with 10+ employees, multiple departments or revenue streams, businesses requiring strategic financial guidance

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Industry-Specific Packages

Specialized financial solutions designed for the unique needs of specific industries.

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Real Estate Professional Package

Specialized financial management for real estate professionals

Service Allocation: Up to 8 hours of service per month

  • Everything in Foundation Package, plus:
  • Property-by-property P&L tracking
  • Commission income tracking
  • Transaction-based reporting
  • Client trust account reconciliation
  • Expense categorization by property
  • Real estate-specific financial metrics
  • Quarterly tax planning guidance
  • Real estate KPI dashboard

Benefits:

  • Property-specific performance tracking
  • Simplified tax preparation for real estate professionals
  • Improved commission and transaction tracking
  • Trust account compliance

Ideal For: Real estate professionals

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Property Manager Package

Specialized for property management companies

Service Allocation: Up to 12 hours of service per month

  • Everything in Growth Package, plus:
  • Property-by-property financial tracking
  • Owner statement preparation
  • Security deposit reconciliation
  • Rent roll preparation
  • Maintenance expense tracking
  • Property performance analysis
  • Owner distribution management
  • Trust account reconciliation

Benefits:

  • Streamlined owner reporting
  • Property-level performance metrics
  • Simplified security deposit management
  • Improved trust account compliance

Ideal For: Property management companies

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Ready to Get Started with Professional Bookkeeping Services?

Let's discuss your specific business needs and find the perfect financial solution. Schedule your free consultation today to discover how we can help provide the financial clarity your business needs to thrive.

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