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've learned A LOT of lessons the hard way and want to help you navigate

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!