Top rated

Financial & Accounting consulting excellence

Financial Clarity. Strategic Growth. One Trusted Team.

Focused on Success for Small Businesses & Entrepreneurs

Bookkeeping, Payroll, Financial Reporting, and Business Advisory Services designed to help entrepreneurs understand their numbers, improve profitability, and build businesses that scale.

Our Partners

Our Services

Find the service that fits your business needs.

We help business owners understand their numbers, improve profitability, and build businesses that scale through bookkeeping, payroll, financial reporting, and strategic guidance.

All services can be combined at a monthly rate, or a la carte.

A workspace with tax forms, a calculator, a pen, an envelope, sticky notes, and a cup of coffee on a dark desk.
Monthly Bookkeeping

Accurate books that provide visibility into profitability and cash flow.

A workspace with tax forms, a calculator, a pen, an envelope, sticky notes, and a cup of coffee on a dark desk.
Monthly Bookkeeping

Accurate books that provide visibility into profitability and cash flow.

A group of colleagues sitting around a conference table with laptops, listening to a woman leading the meeting in a modern office setting.
Payroll Management

Employee payroll, contractor payments, tax filings, and multi-state payroll compliance.

A group of colleagues sitting around a conference table with laptops, listening to a woman leading the meeting in a modern office setting.
Payroll Management

Employee payroll, contractor payments, tax filings, and multi-state payroll compliance.

Two businessmen shaking hands across a desk with documents and a pen, symbolizing a successful business agreement.
QuickBooks Setup & Cleanup

Build accurate financial systems and correct past bookkeeping issues.

Two businessmen shaking hands across a desk with documents and a pen, symbolizing a successful business agreement.
QuickBooks Setup & Cleanup

Build accurate financial systems and correct past bookkeeping issues.

Two businessmen sitting at a table discussing work while looking at a laptop, in a bright office with natural light.
CFO Services

For growing businesses needing high-level financial strategy without hiring a full-time CFO.

Two businessmen sitting at a table discussing work while looking at a laptop, in a bright office with natural light.
CFO Services

For growing businesses needing high-level financial strategy without hiring a full-time CFO.

About Us

Why work with Foundation?

A woman sitting at a desk in a bright office, working on a laptop with notebooks, a cup, and a desk lamp beside her.

Most bookkeeping firms record transactions.

Foundation helps business owners understand their financials, improve cash flow, increase profitability, and make confident business decisions.

Our team combines bookkeeping, accounting, financial planning, and business strategy under one roof.

At our core, we believe in precision, transparency, and building lasting partnerships that go beyond numbers.

A man wearing glasses and a blazer working at a desk, writing in a notebook beside a computer monitor in a modern office.
Our Business Impact

$4M+

Annual Client Revenue Managed

Guiding clients with trusted wealth management and portfolio strategies.

50+

Monthly Contractor and/or Employee Payroll Managed

Accurate payroll processing for businesses across multiple industries. Weekly and bi-weekly schedules.

95%

Client Retention

Helping businesses streamline operations and maximize profitability.

Our Team

Work directly with our team

Our team consists of highly qualified professionals, who are all experts in our fields. With years of experience in the industry, we have the expertise to provide comprehensive, first-rate services to our clients.


Clarissa Williamson
Clarissa Williamson

Director of Operations

Garrett Williamson
Garrett Williamson

Founder | CFP | CEPA

Sophia Bennett
Earl Shreiber

Director of Accounting

Our Values

Why clients choose us

We go beyond traditional bookkeeping by combining financial expertise with strategic insight and excellent communication.

Proactive Financial Guidance

We don't just record transactions, we help you understand your numbers, identify opportunities, and make informed business decisions

Built for Growth

As your business grows, our services grow with you - from startup bookkeeping to CFO-level financial support.

woman in brown coat using macbook air
Expertise That Delivers

Our team combines decades of experience in bookkeeping, accounting, and financial and business advisory to help businesses thrive.

Trusted Partnership

We build long-term relationships through transparency, responsive communication, and dependable financial guidance, so you always have a trusted partner in your corner.

Testimonials

What our clients say

We’re proud to partner with businesses and individuals who trust us to guide their financial journey.

Ryan H

Dive Shop

I can't rave enough about Foundation Bookkeeping! They have really helped me better understand my financial needs for my business. They have been amazing. I have been using them for about a year now and I can say that I am very pleased! Highly recommend them for any size business!

We love working with Foundation Bookkeeping. They are clear, honest, and extremely helpful. They have helped us manage our personal finances and business finances to maximize our income and helped us identify places to cut costs. They are an essential part of our business and our lives!

Eli C

The Foundation Bookkeeping team has been an integral part to me taking over my business. The monthly meetings are always very insightful, and getting to work with a team where everyone specializes in a different aspect of my business makes them a great one-stop shop. Can't recommend them enough.

Philip V

Clarissa, Earl and Garrett are incredible. I can't recommend them enough. I started my business in 2024 and halfway through 2025 my business had exploded and I desperately needed help tracking everything in a more professional way. They immediately stepped in, have taken so much time getting to know my business and who I am as a person, and are honestly better than I could have ever imagined. They are setting me up for true success and have taken a major load off my plate so I can focus on other critical things. I don't know what I would do without them!

Samantha S.

The foundation team is a multi-faceted group that has taken a dynamic approach to our business finances. From standard bookkeeping to business planning and everything in between, we have found them to be extremely hard working and very easy to communicate with. I am grateful for the impact they have made upon our business. As we scale, they are prepared to grow with us and they have been there through thick and thin. If you have needs which may reach beyond the typical, or even if you are just starting, I have found these folks to meet me where I'm at and support me well throughout different seasons of my business. Thank you Garrett, Earl and Clarissa - I am proud to work with you guys.

Reece J

person opening notebook on brown wooden table
Ready to achieve results like these?

Pricing

Flexible Monthly Bookkeeping Tiers

We offer tailored consulting solutions designed to match your business scale and financial objectives. Choose the plan that fits your needs — and we’ll handle the rest.

Essentials Plan

For small or beginning businesses.

$400+/month

/month

What's Included:

1-2 reconciled accounts

Monthly financial statements

Limited email and phone support

Ongoing income & expense tracking

Growth Plan

For growing companies ready to optimize and scale. Includes everything from Essentials Plan.

$600+

/month

What's Included:

2-4 reconciled accounts

Customized income & expense categories

Monthly 45-minute Zoom check-ins

Email + limited phone support

Personal finance strategies (for owners)

Quarterly audit of financial trends (spending, profitability, tax planning prep)

Strategic Plan

Larger organizations needing complete strategic partnership. Includes everything from Essenials & Growth Plan.

$2,000+

/month

What's Included:

5+ reconciled bank/credit accounts

Full Accounts Receivable & Accounts Payable tracking

Budget creation + monthly forecasting updates

Profit First cash flow strategy setup + allocations

Monthly strategy call (profitability review, owner compensation strategy, planning)

Job-costing or class tracking (if applicable)

Monthly anomaly audit (flagging errors, miscategorized items, or trends)

Essentials Plan

For small or beginning businesses.

$400+/month

/month

What's Included:

1-2 reconciled accounts

Monthly financial statements

Limited email and phone support

Ongoing income & expense tracking

Growth Plan

For growing companies ready to optimize and scale. Includes everything from Essentials Plan.

$600+

/month

What's Included:

2-4 reconciled accounts

Customized income & expense categories

Monthly 45-minute Zoom check-ins

Email + limited phone support

Personal finance strategies (for owners)

Quarterly audit of financial trends (spending, profitability, tax planning prep)

Strategic Plan

Larger organizations needing complete strategic partnership. Includes everything from Essenials & Growth Plan.

$2,000+

/month

What's Included:

5+ reconciled bank/credit accounts

Full Accounts Receivable & Accounts Payable tracking

Budget creation + monthly forecasting updates

Profit First cash flow strategy setup + allocations

Monthly strategy call (profitability review, owner compensation strategy, planning)

Job-costing or class tracking (if applicable)

Monthly anomaly audit (flagging errors, miscategorized items, or trends)

Essentials Plan

For small or beginning businesses.

$400+/month

/month

What's Included:

1-2 reconciled accounts

Monthly financial statements

Limited email and phone support

Ongoing income & expense tracking

Growth Plan

For growing companies ready to optimize and scale. Includes everything from Essentials Plan.

$600+

/month

What's Included:

2-4 reconciled accounts

Customized income & expense categories

Monthly 45-minute Zoom check-ins

Email + limited phone support

Personal finance strategies (for owners)

Quarterly audit of financial trends (spending, profitability, tax planning prep)

Strategic Plan

Larger organizations needing complete strategic partnership. Includes everything from Essenials & Growth Plan.

$2,000+

/month

What's Included:

5+ reconciled bank/credit accounts

Full Accounts Receivable & Accounts Payable tracking

Budget creation + monthly forecasting updates

Profit First cash flow strategy setup + allocations

Monthly strategy call (profitability review, owner compensation strategy, planning)

Job-costing or class tracking (if applicable)

Monthly anomaly audit (flagging errors, miscategorized items, or trends)

Questionnaire

Start with our business questionnaire

Tell us about your business, current bookkeeping setup, and what support you need. You will also be able to schedule an introductory meeting with our team.

The form opens in your browser and only takes a few minutes to complete.

FAQ

Frequently Asked Questions

We’ve compiled answers to some of the most common questions about our services, process, and partnerships.

What bookkeeping services do you provide?

We provide monthly bookkeeping, account reconciliations, financial reporting, QuickBooks setup and cleanup, payroll management, cash flow reporting, and strategic financial support. Our goal is to help business owners understand their numbers and make informed decisions.

Do you work with businesses in all industries?
How often will I receive my reports?
What does the onboarding process look like?
How do you determine your pricing?
Do you work in multiple states?

Get in Touch

Partner with a team of experts who understand your vision for your business today, and where you want it to go tomorrow.

Let’s discuss how our solutions can help you plan smarter, grow stronger, and achieve lasting success.

Get in Touch

Partner with a team of experts who understand your vision for your business today, and where you want it to go tomorrow.

Let’s discuss how our solutions can help you plan smarter, grow stronger, and achieve lasting success.

Get in Touch

Partner with a team of experts who understand your vision for your business today, and where you want it to go tomorrow.

Let’s discuss how our solutions can help you plan smarter, grow stronger, and achieve lasting success.