How we work.
What you get.
TMA operates your entire finance function through Core Services — a controller-led engagement built around your business. Add strategic capabilities as your needs grow.
Standalone — no retainer required
Scoped timeline, no open-ended work. Built on your actual numbers. Revision round included.
Core Services
Ongoing finance function — controller-led, accrual-basis, GAAP-compliant. Priced on actual effort, not a flat retainer.
You pay for what it takes to get to 100% accurate financials.
Most firms charge a flat retainer. The problem? As they get more efficient, they do less work — but you keep paying the same amount. The efficiency gains go into their pocket, not yours.
We do it differently. We charge based on the actual effort required to deliver 100% accurate financial information in the reporting format your business needs. Nothing more, nothing less. And because we invest in automation from day one, that effort decreases over time — and so does your cost.
This is a partnership, not a retainer. A $10M business with clean operations and a single entity can require less effort than a $5M business with messy books, multiple entities, and high transaction volume. We price on operational complexity — not revenue.
The cost of AI and automation tools drops every quarter while quality stays the same or improves. We pass those savings directly to you. As we learn your business, we build custom workflows that handle recurring tasks — categorization, reconciliation, report generation, anomaly detection. What used to take a person 8 hours now takes a system 20 minutes. Same deliverable quality. Fraction of the cost.
The goal: 100% accurate financials
We charge exactly what it takes to get your books to full accuracy and deliver them in the reporting format you need — GAAP-compliant, investor-ready, or board-presentable. That's the standard. Every engagement.
Complexity determines effort, not revenue
Transaction volume, entity count, platform structure, and operational messiness determine how many hours are needed. A larger business with clean operations often costs less than a smaller one with structural issues.
Your cost decreases as the system matures
Every automation we deploy reduces the hours required next period. Same deliverables, fewer billable hours. The longer we work together, the more efficient — and affordable — your finance function becomes.
Starts with a Financial Diagnostic
We map your complexity, estimate starting effort, identify automation opportunities, and project the cost-reduction trajectory — all before any billable work begins. You see the full picture upfront.
Three steps. One clear deliverable.
Scoping Conversation
We discuss your situation, what you need, and what the deliverable should look like. No generic templates — everything is built for your business.
30 min · No commitment
We Build It
Our team builds the deliverable using your actual data — chart of accounts, financials, and business context. You get a draft for review before finalization.
Timeline confirmed during scoping
Delivery + Walkthrough
You receive the final deliverable with a walkthrough call explaining how to use it, what it shows, and what to do next. Includes one revision round.
Handoff call included
Common questions
Everything you need to know about how Core Services work, what to expect, and how strategic add-ons fit in. Still have questions? Book a call
Do I need an ongoing retainer to commission one of these?
No. Standalone services are fully independent engagements. You don't need to be an existing client or sign up for Core Services. Each engagement is scoped, priced, and delivered on its own timeline.
How does the process work after I reach out?
We schedule a 30-minute scoping call to understand your situation and confirm the deliverable. After that, we send a written scope and price. Once confirmed, we start building using your actual data.
How long does delivery take?
Typically 5–10 business days depending on the complexity of the deliverable and how quickly we can access your data. Timeline is confirmed during the scoping call.
What if the deliverable doesn't match what I expected?
Every engagement includes one revision round. If the deliverable doesn't reflect what was scoped, we fix it. We also send a draft before finalization so you can flag anything before the final handoff.
How is Core Services pricing structured?
Core Services is billed on actual hours required to reach 100% accurate financials — not a flat retainer. We start with a Financial Diagnostic to map your complexity and estimate effort. As we deploy automations, hours decrease and so does your cost. Most clients see meaningful reductions within 3–6 months.
Not sure which service fits?
Start with a 30-minute conversation. We will assess your current setup and recommend the exact deliverable that makes sense for your stage and goals.