Bookkeeping and Business
Advisory Done Right
Bookkeeping and Business
Advisory Done Right
Building Flourishing Communities One Small Business at a Time
Meet Jaima,
Jaima Cole, CPA, Wife, Mom, and Committed Steward
Jaima Cole, CPA, is a New York State-licensed Certified Public Accountant with a B.S. in Accounting from Grace College. Her career encompasses bookkeeping, tax preparation, bookkeeping management, fractional CFO services, and public accounting for clients ranging from startups to multimillion-dollar firms across diverse sectors, including nonprofits, real estate, education, services, and cryptocurrency mining.
Cole views accounting as a ministry of stewardship, a perspective formed in youth through fundraising and reinforced in college. She founded Foundational Finance to deliver biblically rooted financial guidance, helping individuals and businesses establish strong foundations, minimize long-term financial stress, and steward resources responsibly for family, business, and community flourishing.
what we do
Financial Operations Support
You’ve built a financial foundation worth protecting and we’re here to help you steward it with the strategy, care, and respect it deserves.
We work with business owners and families preparing complex finances that demand expert handling – and valuable enough to deserve hands-on attention throughout the entire advisory process.
for entrepreneurs
Business Kick Starter
Business Kick Starter
Are you a current small business owner or entrepreneur that feels lost when it comes to the financial operations of your business? Are you hesitant to start your dream business because the logistics of bookkeeping and tax feel daunting?
We offer one-time strategy and planning sessions to discuss all the necessary steps for you to launch or grow your business and answer all your financial questions! We cover topics such as:
- Legal Structure
- Assistance with Budgeting & Cash Flow Forecasting
- What to Expect for Taxes
- How to Pay Yourself
- Separating Business and Personal Income
- Options for establishing and maintaining your business books
You will come away with clarity, resources, and next steps to get your business off to a solid financial beginning.
for entrepreneurs
Personal Tax Advisory
Personal Tax Advisory
Personal tax advisory is a partnership in helping your family reach your financial goals and build long-term wealth. With years of experience and expertise in the tax and financial industry, we can help you save money for the things that matter most to your family.
- Real year over year tax savings
- Best for individuals and households
- Practical financial analysis and goal planning
- Currently Scheduling for the 2026-2027 Fiscal Year
For businesses
Ongoing Financial
Operations
Ongoing Financial
Operations
Our firm provides scalable, ongoing financial support tailored to business owners of all sizes and stages of growth. Services are structured in three progressive tiers that can adapt as the business evolves.
Tier I
Fractional CFO
Dedicated and customizable support for all things small business finance!
- Everything in Tier II, plus
- Accounts payable and accounts receivable management
- Sales tax support
- Payroll support
- In-house tax filing including at no extra cost
- Availability for ad-hoc requests and troubleshooting
- Annual budgeting and forecasting
- Cash flow forecasting and management
- Quarterly tax estimates
Tier II
monthly bookkeeping
Hand off the time-consuming administrative work of bookkeeping to an experienced professional who will provide clean books and continual support
- Monthly bookkeeping and bank reconciliations
- Monthly financial reporting
- Monthly review meeting in person or via video call
- Annual financial strategy meeting and tax-prep report
- 1099 filing
- Other services available for add-on as needed for your business
- Unlimited questions via email
Tier III
Quarterly check-in
For the “do it yourself” business owner looking for consistent professional oversight
- Quarterly book review
- Quarterly financial reporting
- Quarterly review meeting in person or via video call
- Annual financial strategy meeting and tax-prep support
- Unlimited questions via email
Our role is to guide the financial advisory process while coordinating closely with your existing professionals, ensuring no detail is overlooked and every opportunity for optimization is fully realized.
Ready to bring financial clarity to your business?
We would be privileged to partner with you and deliver a more intentional, values-driven approach that is personalized to you.
Fill out the form and we’ll be in touch shortly.
Fill out the form and we’ll be in touch shortly.