At Framework Financials, LLC, our primary focus has always been providing premier services at affordable prices. With extensive expertise in corporate accounting and bookkeeping, we’re here to simplify your financial world and deliver results you can trust.
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10 customer reviews
Kevin Miller
Couldn't be happier with these guys. They put our 2020 - 2023 accounting together and got us filed. We sent them the statements and they did everything else. The earnings points from payroll is pretty neat too. They asked for a review and we couldn't be happier to leave one for them. More...
Max Henderson
I really needed by 2022 and 2023 books to get put together. We wanted to get a bookkeeper and an accountant but we didn't have the time or the budget to get two full-time people. We ended up connecting with the FF team. They put our 2022 and 2023 books together, set up and archive and a server for us, and got us a really cheap tax accountant to file everything for us. We were absolutely freaking out about every part of this but everything ended up working out. I can't thank the Framework team enough. We still use them for our bookkeeping and IT and recommend them to all our friends. More...
Scott Anderson
I appreciate quick communication and support when needed. Framework Financials team is professional and knowledgeable. I would recommend their services to anyone in need. Thanks for your help and on going support FF team! More...
Turan
I shifted to Framework Financials a year ago, and it was the best choice I've ever made. Beyond their promptness, efficiency, and great value, their personalized approach truly stands out. They take the time to understand my specific needs and tailor their services accordingly. I highly recommend the Framework Financials team for their personalized attention to clients. I`m 100% satisfied with their work and they've exceeded my expectations. More...
Elise Schulz
Brad and his team at Framework Financials are so easy to work with! I recently started a new business and I knew that I was going to need help with the accounting and finances. We had a couple short meetings and I was quickly set up with books and payroll. Brad has been such an amazing resource and has given me great advice on how to structure and organize my finances, I feel confident having his team in my corner while I grow my business. And the best part is that they do everything! So now I have more time to focus on my clients. Hiring Framework Financials was truly a game changer. More...
James L
These guys know what they're doing. They're quick, efficient, and friendly. I was referred to them by my tax accountant for our '23 books. Talia and Amanda got us onboarded and gave us our attack plan to get everything done. My partner was so happy with Talia's team that he decided to keep them as our bookkeepers for 2024. Brad asked if we could leave a review and honestly we couldn't be happier to do so. More...
Bahar
Brad and Talia did an amazing job setting everything up for us. We opened a small store but didn't have a functioning structure for our accounting. Framework did it all for us and it was for a really good price. Amazing team! More...
Holden
We have a somewhat complicated business and after interviewing a couple of people we were worried that we weren't going to be able to find the right fit.
We got connected to Brad through a mutual friend from school and we immediately hit it off. They just got it from the get go. They set up our accounting and the back end for our data flow. We use their online archive instead of paying for a server so that really helps. They helped us to staff up too. We needed full time bodies in the office so Amanda and Talia trained two admin assistants and our receptionist for our team. Really appreciate these guys and what they've done for us! We wouldn't have been able to get to where we are without them.
Pro tip: definitely use their credit card thing. It saved us a ton of money and my wife and daughter now fly everywhere for free.
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Mandy K.
Working with Brad and Atlas made all the difference in running my Child Care. Running around with a bunch of kids didn't leave much time for me to do my books; I was really overwhelmed and over budget. Thankfully after looking online and making quite a few calls I found Brad at Framework Fiancials. He was willing to help me manage all the administrative stuff I didn't have time to do, within a budget I could afford. Now I can focus on the kids and my program, without worrying about anything. It's hard to find people you trust, and I couldn't be happier. More...
Josh F.
Talia and her team have been incredible and I couldn't recommend them more!
We initially connected with Amanda and Brad who set up our books and the administrative side of our office.
Then Talia and her team took over. She's been taking care of our bookkeeping, accounting, payroll, and everything else. We go through them for everything mainly because they make everything feel easy. Everything is online and works with our macbooks and ipads. They're good guys.
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What kind of accounting services do you provide?
We provide corporate, production, and project accounting. We also provide bookkeeping and payroll services.
Our financial services also includes a credit card passthrough for our clients to utilize their credit line and earn points for all of their mandatory spending that they would otherwise have to cut a check for. These expenses range from rents, leases, and car payments to payroll expenses.
We also provide a way array of support services such as IT. Framework Financials provides you with an ecosystem of services that center around your business.
Why is it so important for businesses to hire a great accountant?
Just like individual players are the basis of a powerful team, having the right people with the necessary resources are the basis of an effective business.
We'll keep it simple - it's important for you to know what's happening in your business! Accurate and timely financial information provides operational clarity for strategic decision making. A good accountant will provide you with your financial information after it happens for reflective knowledge for analysis and forecasting; but a great accountant will provide you with live data and the financial infrastructure to deliver and process it.
Let's get a bit more detailed:
A good accountant will take care of your books, your accounting, and provide you with the right financial reports to help you make the right decisions. But a great accountant will integrate with you and your team, in order to provide you with a financial infrastructure and a full ecosystem of tools and resources for you to utilize as needed.
What do you love most about your job?
We love positive cycles! Let me explain – small businesses aren’t abstract entities; they are the people who are working tirelessly to make a difference, the families depending on these companies for income, and the communities which depend on them for their service. Seeing our work have a positive effect on our clients and watching the positive effects ripple through the owners’ and their families lives is a feeling that is quite difficult to match. When our clients succeed, they recommend us, which allows us to organically grow. We then invest this growth back into our staff, both individually and as a team. This gives our staff members the opportunity to grow and explore their true potential. This makes them better in their work and allows them to better serve and empower our clients. As I said – positive cycles. We're good at what we do and love having a positive effect on our clients and our team.
What inspired you to start your own business?
Having an extensive corporate background in both accounting, finance, and operations, I realized that premier financial services are offered exclusively to other large corporations. These services empower already advantaged firms to be more profitable, and effectively eliminating their small and medium sized competition. I wanted to remedy this imbalance by providing the very same premier financial services, tools, and teams, customized, retooled, and reshaped, to assist smaller businesses to grow and flourish.
Why should our clients choose you?
Our main goal is always to make our clients happy. We understand that every client has unique needs and its important to find the right accountant for each client. Our goal is always to help our clients find the right people for the right roles and that never changes, regardless of if they choose to go with us or not.
Can you provide your services online or remotely? If so, please add details.
Our clients are provided with a full online infrastructure with a dynamic archive, live financials, and instant access to us. All of our services are set up for online and remote use and utilization. All of our communication is over Teams and email. All our communications and information is encrypted for your safety.
What changes have you made to keep your customers safe from Covid-19?
Our entire platform was engineered to be online and remote for both client safety and data privacy. If our clients do choose to meet with us at one of our offices, all COVID protocols are strictly observed. We disinfect our offices regularly and use masks when meeting in person with clients.
Bookkeeping
Financial Data Entry,
Accounts Receivable Management,
Accounts Payable Management,
Bank and Credit Card Reconciliation,
General Ledger Maintenance,
Financial Reporting,
Payroll Processing,
Expense Tracking and Reimbursement,
Financial Analysis,
Sales Tax Management,
Recordkeeping and Documentation.
Payroll
Full Payroll Service,
Employee Setup,
HR Support,
Active wage rate, contributions, dues, and fringes management,
PR GL Distributions,
EDD Enrollments, Inquiries, and Audits,
Timely payroll tax deposits,
Quarterly reports and yearly payroll tax reports,
W-2 and W-3 preparation and filing.
Corporate Accounting
Financial Statement Preparation,
Budgeting, Forecasting, and Financial Planning,
Tax Planning and Compliance,
Financial Analysis,
Internal Controls and Risk Management,
Financial Reporting,
Cash Flow Management,
Financial System Implementation and Management,
Risk Management,
Financial Consulting,
Advisory and Strategic Planning.
Project Accounting
Financial Planning and Budgeting,
Project Scheduling and Timeline Management,
Budget Creation and Tracking,
Cost Management,
Financial Reporting,
Contract Management,
Billing and Invoicing,
Financial Analysis,
Risk Management,
Audit and Compliance,
Project Forecasting,
Stakeholder Communication,
Financial Software Management,
Cash Flow Management,
Project Closure and Evaluation.
Credit Card Services
Use a credit card to pay ANY vendor requiring a check payment, including payroll, rent, lease, and auto payments.
Collect points on all corporate and personal spending
Concierge Bookkeeping with Mail Service.
We assist you in acquiring difficult to attain premium cards.
Accounts Payable
Vendor Setup and Management,
A/P Aging Reports,
A/P Recognition,
Concierge A/P Service,
Check printing and mail service,
We provide you with a payment passthrough for your payments, so no matter the vendor, you can always use your preferred method of payment!
A/R and Invoicing
Customer, Client, and Job Management,
A/R Aging Reports,
Invoice recognition,
Item list management,
Invoice customization and construction,
Payment and Deposit recognition,
1099 Preparation and Filing,
Detailed Billing Service,
Schedule of Values (SOV),
Creation, balancing, and management,
Invoice Summations, details, and itemizations,
Retention Billings and Management,
Releases: Lien Releases,
Conditional Waiver and Release on Progress Payment,
Unconditional Waiver and Release on Progress Payment, Conditional Waiver and Release on Final Payment, Unconditional Waiver and Release on Final Payment.
Bank and Credit Card Management
Bank account management,
Liquid asset accounts and Line of Credits,
ACH, Debit, EFT, and Transfer recognitions,
Transaction recognition,
Expense Itemizations,
Account Reconciliations,
Line of Credit (LOC) management, credit recognition, and LOC reconciliations,
Credit Card management,
Transaction recognitions,
Expense Itemizations,
Project Job Costing,
Account Reconciliations.
Archiving Service
Customers, Vendors, Invoices, and Receipts,
Comprehensive Client and Vendor setup with detailed AP and AR breakdown by cycle with full historical access that has been archived with detail,
Manual scanning, sorting, and cataloging with itemized recognition,
Document Management: (Manual review and sorting
Digital cataloging),
2 Level Digital Live Archiving (both server and exchange),
Dynamic Archiving of both Live Documents and Long-Term Data Vault (LDV),
Instant access to: All invoices, charges, and receipts, Contracts and leases, Client information, Client billings and all current and past AR, And all active operational documents.
Personal Client Attaché for both short- and long-term secure storage,
Your data secured, vaulted, and backed up!
Live Financials and Budget Management
Financial Analysis and Budget Management
Live Analytics,
Instant access to your books though our encrypted site
Live analytics, extensive reports, and detailed data at your fingertips.
Full web and mobile support,
Cost Tracking and Management,
Cost Codes,
Cost Code Creation and Structuring,
Cost Code Management,
WC Tie-ins to Cost Codes,
Corporate Financial Management,
Monthly, quarterly, and yearly reports and analysis,
Live access to current financial data,
Full access to entire financial history with complete archive access.
Project Financial Management,
Billings,
SOV,
Invoice,
Conditionals and Releases,
Project Folders,
Weekly Project P and L/IS,
Budget Management,
Custom project and operational budgets,
Cost tracking and budget management,
Monthly budget vs actuals, and
Monthly review of variances.
Inventory Management
Inventory Item Management,
Inventory tracking,
Item usage and tracking,
Vendor and inventory purchase orders and inventory reception recognition, and
Itemized and group product management.
Union Support
Active wage rate and collective bargaining updates and revisions,
Yearly updates for:
Fringes and Dues,
Subsistence,
Per Diems,
Contract updates and adjustments,
Union Dues (Monthly),
Union inquires and requests, and
Union audits.
Tax Support
Quarterly Payroll Tax Reports and Filings,
Yearly Payroll Tax Reports and Filings,
Yearly 1099 Reporting and Filing, and
Employee and Employer W2 and W3 Publishing and Filing.
Audit Support
General Liability Premium Audits,
Workers Compensation Premium Audits,
Payroll Audits,
Union Audits, and
Premium Calculations.
IT Service and Support
Encrypted monitored local and cloud backup,
Real-time server and network monitoring,
Unlimited remote IT support including after-hours updates,
Full server data encryption,
Technology consultation,
Encrypted email for existing email solution / 5x hosted, Exchange email inboxes and yearly renewal of domain, and Migration of existing email solution to HIPAA compliant Microsoft 365 email.
Checksums and Reviews
Cash and check register review,
Account reconciliation reviews,
PR check register analysis,
Misbalance and variance troubleshooting,
Missing items troubleshooting, and
Itemization review and analysis.
Intuit and QuickBooks
Intuit:
Intuit account management,
Intuit check and ACH management,
Intuit PR enrollment and management.
QuickBooks:
QuickBooks account
setup,
custodianship,
and management.
Chart of Accounts (COA):
Creation and setup,
dynamic management.
Company setup and management,
Data management,
Data integrity and quality monitoring.
