Stop running your business on messy spreadsheets

Most bookkeepers stop at transactions. We don't. We run your full finance stack — from clean books to KPI dashboards and strategic forecasting.

We take on a limited number of new clients each month to maintain quality.
✓ Controller-led team✓ GAAP-compliant✓ Visibility on your terms✓ Limited availability
Real-Time Finance
Close — Sep 2026Reporting complete
Net Revenue$0+12.4%
Gross Profit$0+8.1%
Operating Income$0+21.3%
Cash Position$0+$44k
Management reportingSeptember close
↑ 21.3%Op. Income
Owner-ready reportingController-reviewed · monthly cadence
100% Success score Verified track record
26 Completed client
engagements
48h Typical proposal
turnaround
Any platform Multi-platform accounting
support
What we do

One finance system.
Three connected stages.

Set direction, run the close, and plan the next move with one controller-led team.

Controller-led finance model
01Direction→02Close→03Insight

Strategy sets the operating cadence. The close produces the data. Insight drives the next decision.

One controller-led system
01—Set direction

Financial strategy

Align the finance model, priorities, and cadence to the business you are building.

02—Run the close

Finance operations

Run the books, payables, receivables, reporting, and controller review on a reliable cadence.

03—Plan ahead

Planning & insight

Turn clean data into cash forecasts, margin clarity, and decisions for what comes next.

Verified on Upwork

TMA Finance

Top Rated Plus · eCommerce finance & controller services

View profile ↗
Job Success0%Top Rated Plus
Total earned$0Across 26 Upwork jobs
Hours logged05.0 average rating

Selected client feedback

All reviews ↗
★★★★★ 5.0March 2026

“Reliable, detail-oriented, and easy to work with. They communicated clearly and handled everything professionally.”

Verified client
★★★★★ 5.0October 2025

“What started as bookkeeping evolved into much more — a true financial partner for my business.”

Verified client
Two excerpts from nine verified Upwork reviews. See full profile ↗
Industries

Built for businesses
with real complexity.

TMA serves businesses across industries — each with unique financial structures, reporting needs, and growth challenges.

The process

Your strategy
sets the finance cadence.

Client-specific cadenceBuilt around younot a fixed template

Strategy and operating needs shape the close, reporting, and controller rhythm.

01

Start with strategy

Clarify the priorities, decisions, systems, and finance gaps that matter now.

Strategy & scope
02

Design the right close

Set the close, controls, and reporting cadence around your complexity and leadership needs.

Tailored close & reporting
03

Run, review & adapt

Deliver controller-reviewed reporting, then refine the finance system as the business evolves.

Ongoing finance partnership
Get started

Ready to build your finance function right?

Start with a 30-minute call. We'll assess your current setup, identify the gaps, and recommend exactly what your business needs — no commitment required.

We take on a limited number of new clients each month to maintain quality.
✓ No commitment✓ Controller-led team✓ GAAP-compliant✓ Limited availability
Cost comparison

A finance team without
a full-time hire.

Estimated annual cost

At $2.0M in revenue

Interactive estimate
Your scale
Adjust annual revenue$500K – $15M
Move the range to update both options.Annualized estimate
Annual operating costBased on your revenue
In-house
$72K/yr Bookkeeper + part-time controller
TMA Finance
$12K/yr Controller-led finance team
Estimated annual savings
Controller-led finance support without full-time overhead.
A lower annual cost than an in-house setup.
$60K/yr