Helping You Build Your Bookkeeping and Tax Firm Brick by Brick
From the mind of Tyler Otto of UnAccountable fame and President of Specialized Accounting
Want to start a bookkeeping and tax firm but don't know where to start?
I've got your back!
Step-by-step videos, downloadable assets, unbranded client-facing walkthroughs, and more!
Why Firm Foundation?
I made the mistakes, googled my way through chaos, and survived on caffeine and crossed fingers. Now I’m giving you the good stuff - The Firm Foundation has all the tools, tips, and templates I wish I had when I started… minus the late-night meltdowns.
double Tutorials
Learn the ins and outs to get started using Double (formerly Keeper) to anchor your firm.
Templates
Step-by-step guide to building templates in Double and examples to use yourself!
Downloadable Excel Tools
Excel templates with all those fancy formulas already built in!
Follow Link to read T&Cs
Pro Tips
Pick up some tips and tricks that you'd otherwise learn the hard way!
Best Practices
Learn best practices, from firm management to reconciliations and everything in between.
What's Inside?
What this IS and what it IS NOT
What You'll Find!
Firm Setup
Whitelabel your double account, get tech stack recommendations, learn to do template setups and client onboardings.
Reconciliation Ops and Transaction Review SOPs
Templates, workflow outlines and excel tools for all sorts of different recon scenarios and txn review situations.
Firm Management
Employee incentive programs, no-code automations, pricing calculators, hiring processes and all the feel-good accounting vibes.
New Ventures
Learn how to implement budgeting and forecasting services and diagnostic review processes.
Tax Prep Workflows
Carefully Crafted workflows and processes to make Tax season a breeze!
Metrics to WOW
How to implement metrics, margins, KPI's and statistics that give your clients extra value! (with little effort on your part)
And Much More!
This is an ever-growing library, and getting in now will give you access to upcoming releases!
MEET THE FOUNDER & CEO
Hey, I'm Tyler!
Tyler is most skilled at randomly breaking out into song and is also the owner and president of Specialized Accounting.
Tyler holds an MBA and loves helping clients make more money with his extensive experience in corporate finance. Throughout his career, he's served as a Senior Financial Analyst and as Corporate Director of Finance in the hotel & hospitality industry. He is passionate about sharing his expertise with business owners to help them make strategic decisions that will grow their businesses for years to come.
