Project-Based Support
Financial Foundation Project
Build the foundation correctly, learn how to maintain it, and have guidance available when you need it.
Build a Bookkeeping System You Can Maintain
The Financial Foundation Project is designed for owners who plan to manage routine bookkeeping internally but want professional help setting up the system correctly, cleaning up existing books, and establishing reliable workflows.
Instead of ongoing monthly bookkeeping, this is a defined project focused on creating a solid financial foundation, teaching you how to maintain it, and documenting the processes you will use going forward.
Project scope and final pricing depend on the condition of the books, number of accounts, historical periods, and overall complexity.
Discuss Your ProjectThe Project May Include
Build, Clean Up, Document, and Learn
The exact scope is customized to the condition of your books and the financial system your business needs.
QuickBooks Foundation
- QuickBooks setup and cleanup
- Chart of accounts review
- Opening-balance review
Workflow Design
- Bank-feed and workflow design
- Month-end process development
- Repeatable bookkeeping systems
Owner Training
- Practical owner training
- Guidance for maintaining routine bookkeeping
- Support understanding the system you will use
Documentation
- Written workflow documentation
- Clear processes for ongoing bookkeeping
- A foundation designed to be maintained after the project ends
After the Foundation Is Built
Guidance Is Still Available When You Need It
Financial Foundation Project clients may return for future bookkeeping consulting and support, scheduled as needed and subject to availability and service fit.
Future Consulting — $100/Hour
- QuickBooks troubleshooting
- Periodic bookkeeping reviews
- Workflow guidance
Additional Support May Include
- Additional owner training
- Interpreting financial reports
- Support with complex transactions
A Good Fit For
Owners Who Want to Maintain Their Own Books—Without Figuring Everything Out Alone
The Financial Foundation Project is designed for owners who can handle their routine bookkeeping internally but need an experienced partner to build or repair the underlying system.
Once the foundation is established, you maintain the books while still having the option to return for consulting and guidance when needed.
This project may be right for you if you want:
- A properly configured QuickBooks system
- Help cleaning up or restructuring existing books
- Repeatable month-end processes
- Practical training instead of ongoing dependency
- Future access to professional bookkeeping guidance
Project Pricing
A Clear Scope Before Work Begins
Final project scope and pricing are determined after reviewing the bookkeeping system and understanding the work required.
Pricing Depends On
- Number of accounts
- Condition of the books
- Historical periods involved
- Overall complexity of the build or cleanup
Future Support
- Hourly consulting is available to Financial Foundation Project clients
- Consulting is scheduled as needed and subject to availability
- Larger cleanup or restructuring work may require a separate proposal
You Maintain the Books
You don't have to figure out everything alone.
If you want to manage your own bookkeeping but need help building the right system first, let's discuss where your books are today and what foundation your business needs.
Schedule a Consultation