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Implementation Partner

Foundry Books
Setup, Migration & Training

SmartScale FP&A is the implementation partner for Foundry Books — the modern accounting platform purpose-built for small businesses. We get you set up right, from day one.

Start Your Setup Visit Foundry Books ↗
About the Platform

What is
Foundry Books?

Foundry Books is an accounting platform built specifically for small businesses — modern, intuitive, and designed to give owners real financial clarity without the QuickBooks complexity.

It's the accounting software that actually makes sense for how small businesses operate. SmartScale is proud to be the implementation partner — meaning we're the team that gets you set up and running smoothly.

Learn about Foundry Books →
Foundry Books
Modern Accounting for Small Business
Built for small business workflows
Clean, modern interface
Real-time financial visibility
Integrates with your existing tools
No per-feature upsells
Implementation Services

Everything You Need to Get Started

Three core services to get your business running on Foundry Books — from scratch or from another platform.

01
🚀

New Setup

Starting fresh or never had a proper accounting system? We configure Foundry Books from the ground up — chart of accounts, opening balances, integrations, bank connections, and user permissions.

  • ✓ Chart of accounts customized to your industry
  • ✓ Opening balance entry
  • ✓ Bank & credit card connections
  • ✓ Vendor & customer setup
  • ✓ 1-hour walkthrough with Amy
One-time setup: Starting at $400
Get Started
02
🔄
Most Requested

Migration from QuickBooks

Moving from QuickBooks Online or QB Desktop? We handle the full data migration — bringing over your chart of accounts, transaction history, customers, vendors, and balances with no data loss.

  • ✓ Full historical data migration
  • ✓ Chart of accounts mapping
  • ✓ Customer & vendor history
  • ✓ Balance verification & reconciliation
  • ✓ Post-migration review call
Migration: Starting at $600
Get Started
03
🎓

Team Training

Already on Foundry Books but your team isn't using it confidently? We run live training sessions tailored to your specific setup and workflows — so everyone knows exactly what to do.

  • ✓ Live 60-minute training session
  • ✓ Custom to your chart of accounts
  • ✓ Recording provided
  • ✓ Written quick-reference guide
  • ✓ 2-week follow-up Q&A support
Per session: $250
Book a Session
Best Value

The Foundry Full Start Bundle

Migration + Setup + Training + 1 month of bookkeeping included. The most complete way to launch on Foundry Books — with ongoing support from day one.

$1,200
one-time + first month bookkeeping
Full migration from QBO
Complete setup & config
Team training session
1 month of bookkeeping
Balance verification
30-day email support
Get the Bundle
Why SmartScale

The Only Foundry Books
Implementation Partner

Anyone can read a help doc. We bring the accounting expertise to make sure Foundry Books is configured correctly for your specific business.

🧠

Accounting-First

We don't just click buttons — we understand your chart of accounts, reconciliation logic, and reporting needs. Your setup is built by a real accountant.

🔍

Verify Before Launch

Every migration ends with a full reconciliation. We don't hand you a setup until the numbers match — down to the penny.

🤝

Ongoing Partnership

Most clients move to a monthly bookkeeping retainer after setup. We stay in the platform with you — you're never handed off to a help desk.

Ready to Switch?

Let's Get You on Foundry Books

Book a free 30-minute call. We'll walk through your current setup and map out exactly what your migration looks like.

Book Free Discovery Call Visit Foundry Books ↗