Finance Operations Partner

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 — Aug 2026Delivered
Net Revenue$0+12.4%
Gross Profit$0+8.1%
Operating Income$0+21.3%
Cash Position$0+$44k
✓ Controller reviewed · GAAP-compliant · Ready for board
↑ 21.3%Op. Income
100% Job SuccessUpwork · 26 jobs · $300K+ earned
100% Job Success Score Upwork verified
26 Total jobs completed
on Upwork
48h Custom proposal after
your discovery call
Any platform QBO, Xero, NetSuite
& more
What we do

Three service areas.
One finance partner.

Strategy, operations, and planning — everything your finance function needs, run by one team.

01
Financial Strategy

We start with strategy, not spreadsheets

Before any bookkeeping begins, we run a financial diagnostic, design your ideal finance model, and define the operating cadence that fits your business.

Outcome
You know exactly where your business is going — before we touch a single transaction.
Financial DiagnosticIdeal Finance ModelOperating CadenceGrowth Roadmap
02
Finance Operations

Then we run your entire finance function

Bookkeeping, controllership, AR & AP, reporting, and real-time financial intelligence — built on the strategy we defined together and operated for you, every month.

Outcome
Controller-reviewed books, closed on time, every period — without you managing the process.
Bookkeeping & ControllershipInvoicing & ARAccounts PayableReporting & KPIGold Standard
Explore Finance Operations
03
Planning & Insights

Forward-looking intelligence on top of clean data

With your books clean and your structure right, we layer in budgeting, forecasting, cash-flow planning, and strategic advisory to drive decisions.

Outcome
You stop guessing and start making decisions backed by numbers you actually trust.
Budgeting & ForecastingCash Flow PlanningProfitability AnalysisKPI DesignScenario Planning
Explore Planning & Insights
TMA Finance
Verified Upwork Agency · Fort Lauderdale, FL
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100% Job SuccessTop Rated PlusE-commerce specialty
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★★★★★ 5.0March 2026

"TMA Finance was reliable, detail-oriented, and easy to work with. They communicated clearly, delivered quality work, and handled everything professionally. I'd happily recommend them to others."

Verified clientFinance Manager & Controller · 10M+ digital company · ~2 years
★★★★★ 5.0October 2025

"TMA Finance has been an absolute Godsend for my business. What started as a bookkeeping role has naturally evolved into them taking on much more — they've become a true financial partner."

Verified clientBookkeeping & Financial Planning · Growing business · 10+ months (ongoing)
★★★★★ 5.0December 2024

"I can't say enough good things about TMA Finance! They have been an absolute lifesaver when it comes to managing the books for my TikTok Shop and Shopify store."

Verified clientTikTok Shop & Shopify Accounting · eCommerce brand · Ongoing
Showing 1–3 of 9 reviews. All reviews independently verified by Upwork. Ratings cannot be edited or removed by the freelancer. See full profile ↗
AI-Powered Close

Smarter close process.
Human judgment stays in the loop.

We use Claude and OpenClaw — applying AI best practices — to automate the repetitive parts of the close process. Every deliverable is reviewed and signed off by a controller before it reaches you.

Powered by Claude OpenClaw
Step 01

Data Pull

Bank, card & ERP feeds

Step 02

AI Categorisation

Rules + ML classification

Step 03

Auto-Reconcile

Match & flag exceptions

Step 04

Controller Review

Human judgment, every time

Tap any step to learn more

Controller-reviewed

Every deliverable is signed off by a human controller

Exception-first

AI flags what needs attention — nothing gets buried

Continuous learning

The system improves with every close cycle

Industries

Built for businesses
with real complexity.

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

The process

What happens after
you book a call.

01
01

Discovery Call

We learn your business model, current setup, and what financial visibility you need.

Day 1 · 30 min · No commitment
02
02

Financial Diagnostic

We review your existing books, chart of accounts, and identify gaps and structural issues. You get a clear scope and cost estimate.

Days 2–10 · Full assessment
03
03

Cleanup & Architecture

Historical issues corrected. Chart of accounts restructured. Platform setup completed. First automations deployed.

Days 10–30 · Foundation built
04
04

First Close Delivered

Your first full close cycle — reconciliations, financials, and reporting package. Controller-reviewed and GAAP-compliant.

Day 30–45 · Full deliverable
05
05

Optimization & Automation

As we learn your patterns, we deploy AI workflows that reduce hours. Same quality, lower cost. The partnership compounds.

Day 60+ · Costs decrease over time
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
Quick comparison

A full finance team,
for a fraction of one hire.

Quick Comparison

TMA vs. hiring in-house

Your annual revenue$2.0M
$500K — $15M
In-House Cost
$72K/yr Bookkeeper + part-time controller
TMA Finance
$12K/yr Full team with controller oversight
You Save
$60K/yr Same capability, fraction of the cost
Same capability, fraction of the cost.
See Your Custom Proposal
Estimates based on industry benchmarks. Actual pricing varies by scope.