Financial Foothold helps small businesses grasp their financials in a new way, allowing them to reach their financial goals and scale to the next level.

We provide targeted and appropriate advisory and compliance accounting services to clients within these spaces:

- Serial Entrepreneurs
- Real Estate Investors/Developers
- SaaS Subscription Model Companies
- Independent Mortgage Brokers 
- Franchise Owners 
- Professional Service Companies
- Tech Startups (From Pre/Early Revenue stage & Series Funded)
 
We know what is important and relevant to emerging companies.  We are not one of the ubiquitous “box store” fractional CFO companies or another “low touch” FinTech startup.  These may be options for your company down the road but for most companies, we offer a more practical approach and the directed assistance you really need.  Our ethos is not to “force fit” square peg generic consultants into your company’s dynamic framework.

Services:

CFO Strategic Planning
CFO Analysis - Dashboards, KPIs, Budgeting, Forecasting, Cash flow
Tax Returns - Sales Tax/Payroll/State/Federal
Full Charge Bookkeeping - Record keeping, Payroll, A/P, A/R, Reporting, Chart of Accounts

Financial Foothold

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