Footprint Financial was founded in 2020 to help small business owners walk the path of profitability™. We are a friendly, qualified and analytical team serving clients in the Bay Area. With more than a decade of experience helping companies at all stages we are knowledgeable and up-to-date with today’s best practices as well as time saving technology.
Guiding small businesses along a proven process.
People and process
are parallel to the path
that leads toward success
Are you ready to walk the path?
Detailed accounting and reporting can uncover new profit margin to invest in the growth of your business. We walk the path of profitability™ with you as your guide. First we discuss your company’s goals. After with this knowledge our team reviews your data and we build a storyboard of opportunities aligned with the future vision of your organization. This identifies the services which will deliver the right insights and the proper support to drive better financial performance.
Our Core Values.
We sit at the table of your advisors with a commitment to be your accounting advocate.
Footprint Financial values people. We work along a proven process. Our team embraces perseverance to walk the path of profitability™.
People
Process
Perseverance
Integrity
Imagination
Intellect
Above all, we act with integrity. At Footprint Financial we use our imagination and intellect to advocate for our client’s success.
In all we do, we strive to be healthy and at our personal best. We also act in ways that are helpful towards others. It starts with people, but positive energy, proper accounting and profits promotes being happy.
Healthy
Helpful
Happy
Bookkeeping & reports made simple
for small business owners.
Financial advice is important, but so is consistent, accurate and reliable bookkeeping and reports. We often use Quickbooks, but are software agnostic. Our processes will work within your ecosystem of accounts to create better efficiencies. Whether supporting day-to-day or month-to-month accounting services, we get it done so you and your team can make informed decisions.
We can work with a start-up, Limited Liability Company (LLC), Schedule "C" business, "S" Corporation or "C" Corporation. Some of the most common accounting services we provide are bookkeeping, reporting, budgeting, cost savings, accounts payable, accounts receivable, payroll processing, custom reports, projections, forecasting, due diligence and financial documentation.
We focus on what we are best at and work alongside your trusted advisors.
Footprint Financial works with a wide range of clients including technology firms, construction companies, medical research, breweries, and service industries. Our team has more than a decade of accounting experience and is confident in our capabilities but we do not claim to know it all.
We have built a network of advisors to meet the unique needs of the businesses we serve. This includes tax, legal, operations, sales and marketing professionals. Build a team that regularly works together to meet your organization’s growing needs. Get started with a free consultation.
