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 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!
Follow Link to read T&C's
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!
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!
Zapier Automation Library and How-To Walkthroughs
Learn how to Otto-mate as much of your processes as possible through simple no-code automations
Employee Bonus Program How-To
Learn how to build and calculate and incentive program that gets your staff excited and encourages them to help you grow your firm
More to come in the near future!
Firm Management
Client Offboarding, Employee Reviews and more!
Budgeting and Forecasting
How to begin offering Budgeting and Forecasting services while charging a premium!
Tax Preparation Workflows
Jumpstart your firm by getting tested and carefully crafted workflows and processes to make Tax Season a breeze!
Diagnostic Reviews
Stop giving away free consultations to see if a client's books are in good shape. Learn how to sell and implement a diagnostic review process that will get clients to commit early, then allow you to WOW them into hiring you!
Hiring Processes
It is only getting harder and harder to find great team members these days. Learn how to sift through the hundreds of applicants and find great team members.
Metrics Mastery
Advising clients can be scary. Learn how to implement Metrics, Margins, KPIs and Statistics that give your clients value while requiring little extra effort from you!
And Much More!
As our initial cohort goes through the course, we will be adding more modules based on user feedback!
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.
