Get Started

30 minutes.
No commitment.

Tell us about your business and what financial visibility you need. We'll assess your current setup and outline exactly what TMA would build for you — with a scoped proposal within 48 hours.

What to expect

What happens on the call.

Every call follows the same three-part structure — no filler, no pitch.

01

We learn your business

Your model, current setup, and what financial visibility you need — 10 minutes.

02

We assess your current books

What's working, what's missing, and what needs cleanup — 10 minutes.

03

We outline what TMA would build

The scope, the cadence, and what you'd get every month — 10 minutes.

A controller, not a salesperson.

Every discovery call is run by a TMA controller — not a sales rep. You'll get a real assessment of your situation and honest advice on whether TMA is the right fit. If we're not the right choice, we'll tell you that too.

Why it's worth 30 minutes

What most businesses learn on the call.

Where your books are wrong

Most businesses have at least one structural issue they don't know about. We find it in the first 10 minutes.

What it's costing you

Bad books aren't just an accounting problem. They affect pricing decisions, tax exposure, and your ability to raise capital.

What clean books would look like

We outline exactly what TMA would build for your business — the scope, the cadence, and what you'd get every month.

Whether TMA is the right fit

We're honest about fit. If TMA isn't right for your stage or situation, we'll tell you — and point you toward what is.

By the numbers

Why businesses choose TMA.

100%
Upwork Job Success Score
0
Businesses served
0
Industries served
0
Proposal turnaround after discovery call
Common questions

Before you book.

Is there any commitment required? +

None. The discovery call is a conversation — not a sales pitch. You'll get a real assessment of your situation and honest advice on whether TMA is the right fit.

Who will I be talking to? +

Every discovery call is run by a TMA controller — not a sales rep. You'll talk to the person who would actually be doing your work.

How quickly can TMA get started? +

Typically 1–2 weeks after the diagnostic is complete. We take on a limited number of new clients each month to maintain quality.

What if I'm not ready to hire a controller yet? +

That's fine. The call is still worth having — you'll leave with a clear picture of your current financial situation and what it would take to fix it.