TFMA to record and categorize all transactions and reconcile bank activity to bank statements. Client will receive Financial Statements (Balance sheet, Profit and Loss, and Statement of Cash Flows) on a monthly basis.
*Fixed Fee
TFMA to meet with client to discuss Financial Statements, Personal and/or Business Finances as well as upcoming bills, track progress on financial goals, track credit card and investment balances and much more. Monthly meetings include Complimentary Budgets, Access to Company Folder on the Cloud, and monthly budget upkeep and maintenance.
* Must be a bookkeeping client to opt in for service. Fixed Fee.
Monthly meetings include Complimentary Budgets, Access to Company Folder on the Cloud, and monthly budget upkeep and maintenance. The main goal for the Monthly Finance Meetings is for the client to understand their financial position, recognize potentially bad habits and spending areas that are keeping them stuck financially, and develop a plan to help aid them to consistent financial success and stability.
*Must be a bookkeeping client to opt in for service. Fixed Fee.
This package is perfect for individuals and businesses who need frequent access to TFMA's Accounting Staff. The Full Service package provides the client an opportunity to focus solely on their Profession or Business, as TFMA handles all things financially related. Weekly meetings, Bill Pay & more.
*Includes Management of 2 Entities. Personal Accounts Monitored and Managed (Up to 10 Bank Accounts & Credit Cards) Must be a bookkeeping client to opt in for service. Fixed Fee. Weekly Meetings.
Client to use TFMA to lead the financial aspects of business, such as: Developing and maintaining a budget for your business, Networking with investors, meeting with company employees to review financial goals and much more.
On a monthly basis, TFMA will be analyzing your business's financial data and creating forecasts.
*Billed by the hour.
All Services below are billed at $125/Hr.
Financial Projections, Tax Liability Estimates, Tax Prep, General Consulting, General Research, Savings Plans, Entity Set Up, Financial Statement Review, Meetings by Request
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