Foundation Services

The foundation DIY accountants need to manage their finances with confidence.

Software selection & set-up

The first step towards financial confidence is making sure you're using the right tools. We can help you select the right software for your needs and install it correctly.



Integration & automation

When you have the right tools in place, you're ready to increase capacity through automation. We can help you reduce your administrative workload by:

  • Integrating the various applications you use to run your business
  • Automating repetitive tasks like payroll, inventory, and invoicing



Data migration

Ready to upgrade your bookkeeping system? Fulcrum Finance can help you transfer your data from your old system to a new, cloud-based system.



Training & process documentation

Many people have the right tools – they just don't know how to use them. We offer training and process improvements to help you use your systems effectively and at a greater capacity.



Data validation & troubleshooting

You need accurate data to make the right financial decisions. We can pinpoint errors in your financial records quickly – giving you accurate and reliable numbers you can trust. No more guessing!



Not sure where to start?

Let us help you.

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