Service Tiers
At Firm Foundations CPA LLC, I don’t just "do books"— I design financial stability and provide the professional oversight and structural framework needed to ensure your enterprise is built to last.
The Blueprint: New Entity Setup
Getting the framework right from Day One.
Avoid the frustration and rework that comes from improper registration. I ensure your business is established with the correct accounts and tax configurations from the very beginning.
Best for: New business owners and entrepreneurs ready to launch.
What’s Included: State registrations, EIN acquisition, payroll tax account setup, and initial QuickBooks Online configuration.
Investment: $600 – $900
Final pricing is determined by the number of financial accounts connected and whether payroll setup is required.
2. The Restoration Analysis: Cleanup & Reconstruction
Assessing and reinforcing your financial records.
If your current accounting records feel unstable or have fallen behind, I offer two professional paths to clarity. Both options provide a diagnostic foundation to determine the scope of work needed to get you back on track.
The Foundation Check ($150): A 60-minute high-level assessment where I inspect your current QuickBooks setup for red flags. I verify that your records are accurate, ensuring you have the reliable financial data needed for business loans, growth decisions, or upcoming tax filings. If the assessment reveals significant issues, I will provide a firm quote for the necessary corrective work.
The Restoration Diagnostic ($250): If you already know your records require significant attention—or if your bookkeeping has been neglected for months—this is the path to clarity. I perform a comprehensive deep-dive into your historical data to identify structural errors and missing information. I map out the necessary restructuring of your books and provide a firm quote for the full project.
3. The Guardian: Monthly Oversight
Active maintenance to protect your growth.
A solid business requires professional vigilance to stay compliant. I act as your ongoing watchdog, keeping your daily accounting accurate and your compliance airtight throughout the year.
Best for: Established businesses needing professional Controller-level oversight.
What’s Included: Routine reconciliations, monthly financial monitoring, and payroll tax management.
Investment: Starting at $450/month
4. The Co-Pilot: Fractional Controller Services
Financial visibility for the future of your enterprise.
When you're ready to scale, you need to look through the windshield, not just the rearview mirror. I move beyond basic bookkeeping to provide the high-level reporting and cash-flow forecasting usually reserved for large corporations.
Best for: Growing companies ready for professional financial oversight and future-focused planning.
What’s Included: Recurring advisory sessions, custom financial reporting, and cash-flow forecasting.
Investment: Starting at $1,250/month
Scope of Practice
To ensure the highest level of expertise in financial advisory and internal controls, Firm Foundations CPA LLC focuses exclusively on the advisory and oversight services listed above.
Please note: Firm Foundations CPA LLC does not provide income tax preparation, nonprofit (NPO) reviews, or attest/audit services.