Helping you build your
bookkeeping and
tax firm
Brick by Brick
Want to Start a bookeeping and tax firm but don't know where to start?
I've got your back!
Step by step videos, downloadable assets, generic 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.
KeepEr Tutorials
Learn the ins and outs to get started using Keeper to anchor your firm.
Templates
Step by Step guide to building templates inside of Keeper and examples to use yourself!
Downloadable Excel Tools
Excel templates with all those fancy formulas already built in!
Money Back Guarantee*
Pro Tips
Pick up some tips and tricks that you'd otherwise learn the hard way!
Best Practices
Learn some best practices from firm management to reconciliations and all in between
What's Inside?
Find all this goodness in V1.0 (Coming Soon)!
Keeper Essentials
Learn how get started and whitelabel your Keeper Account with your own branding! Plus get some helpful tech stack recommendations!
Template Setup and Client Onboarding
Get some valuable tips on setting up Keeper templates (including verbiage you can copy) to streamline your workflows
Reconciliation Operations and Templates
Templates, Tools, Tips and other words that begin with "T". Get workflow outlines and excel tools for all sorts of different Recon scenarios!
Transaction Review SOP's
Tips and Best Practices for all sorts of different Txn review situations!
Get some insider tips on Firm Management
And a whole smattering of accounting feel good vibes!
More to come in the near future!
Reporting and Metrics
Margins, Non-Financial Stats and more!
Firm Management
Client Offboarding, Diagnostic Reviews, Employee Reviews and more!
Bonus Materials
Budgeting, Forecasting, Best Practices and more!
Advanced Operations
Mostly surrounding Taxes!