01—Set direction
Financial strategy
Align the finance model, priorities, and cadence to the business you are building.
OutcomeA clear finance roadmap
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Most bookkeepers stop at transactions. We don't. We run your full finance stack — from clean books to KPI dashboards and strategic forecasting.
Set direction, run the close, and plan the next move with one controller-led team.
Strategy sets the operating cadence. The close produces the data. Insight drives the next decision.
Align the finance model, priorities, and cadence to the business you are building.
Run the books, payables, receivables, reporting, and controller review on a reliable cadence.
Turn clean data into cash forecasts, margin clarity, and decisions for what comes next.
Top Rated Plus · eCommerce finance & controller services
“Reliable, detail-oriented, and easy to work with. They communicated clearly and handled everything professionally.”
“What started as bookkeeping evolved into much more — a true financial partner for my business.”
TMA serves businesses across industries — each with unique financial structures, reporting needs, and growth challenges.
A focused first month that establishes a reliable close and a clear operating cadence.
Review the model, tools, and finance gaps. Receive a clear scope and fee.
Days 1–3Clean the books, structure accounts, and configure the close around your business.
Days 4–10Receive controller-reviewed financials, then move into your recurring reporting cadence.
By day 15 · Monthly thereafterStart with a 30-minute call. We'll assess your current setup, identify the gaps, and recommend exactly what your business needs — no commitment required.