Partnership programs
ERP-Specific Outstaffing
NetSuite, SAP, and Dynamics specialists — embedded in your team or operating independently.
Learn more →BKaaS for CPA Firms
White-label bookkeeping for CPA firms — you keep the client relationship, TMA does the work.
Learn more →Affiliate Partnerships
Refer clients to TMA and earn a revenue share — structured, transparent, and easy to manage.
Learn more →Built around your stack, not ours.
Most finance firms are locked into one platform. TMA is platform-agnostic by design — we adapt to your tools, your clients, and your workflow.
Tech-Agnostic
We work with QuickBooks, Xero, NetSuite, SAP, Dynamics, Sage Intacct, and 35+ other platforms. No migration required unless you want one.
Controller-Led
Every engagement has a controller sign-off layer. Your books aren't just entered — they're reviewed, reconciled, and GAAP-compliant before they leave our desk.
No Lock-In
Month-to-month engagements. No long-term contracts. We earn your retention by delivering results — not by making it painful to leave.
Dedicated Team
You get a named controller and bookkeeper — not a rotating pool of strangers. The same people who onboard you are the ones who close your books every month.
Transparent Pricing
Billed on actual hours. As we automate your workflows, your cost decreases — not stays flat. Efficiency gains go to you, not us.
White-Label Ready
CPA firms and agencies can embed TMA as their back-office. Your brand, your client relationship — we operate invisibly behind the scenes.
40+ platforms. One team.
We don't ask you to switch tools. Whether you're on a $20/month QBO plan or a $200K NetSuite implementation, we meet you where you are.
Which program fits your situation?
Three distinct partnership models — each designed for a different type of relationship with TMA.
You need an ERP specialist on your team.
You have NetSuite, SAP, or Dynamics — and need a finance operator who knows the system deeply. TMA embeds a specialist without the full-time hire cost.
- ✓Operational from day one
- ✓No ramp-up or training
- ✓Scale up/down as scope changes
You're a CPA firm that needs a reliable back-office.
You keep the client relationship. TMA handles the bookkeeping, reconciliation, and close — under your brand, on your timeline.
- ✓White-label, fully invisible
- ✓Controller-reviewed output
- ✓Scales with your client load
You know businesses that need better finance.
Refer clients to TMA and earn 10% of their monthly fee — recurring, for as long as they remain a client. No selling required.
- ✓10% recurring commission
- ✓90-day referral window
- ✓48-hour application review
Up and running in under two weeks.
Every partnership starts with a scoping call — no commitment, no pressure. We map your situation and propose the right model before any work begins.
Discovery Call
We discuss your current setup, your clients, and what you need. You get a clear recommendation within 48 hours — ERP Outstaffing, BKaaS, or Affiliate.
30 min · No commitmentOnboarding
We connect to your systems, review your chart of accounts, and establish the workflow. For BKaaS partners, we shadow your existing process before taking over.
Week 1–2 · Zero disruptionOngoing Operations
Monthly close, reporting, and controller sign-off on schedule. You get clean financials every month — without managing the process.
Month 3+ · Cost decreases as we automateCommon questions about working with TMA.
Do I need to switch accounting platforms to work with TMA?
No. TMA is platform-agnostic. We work with QuickBooks, Xero, NetSuite, SAP, Dynamics, Sage Intacct, and 35+ other tools. We adapt to your stack — not the other way around.
How is TMA different from hiring a full-time bookkeeper or controller?
A full-time hire costs $60–120K/year in salary alone — before benefits, onboarding, and turnover risk. TMA gives you the same depth of expertise at a fraction of the cost, with no ramp-up time and no single point of failure.
Can TMA work under our brand for our clients?
Yes. The BKaaS program is designed specifically for CPA firms and agencies that want to offer bookkeeping under their own brand. TMA operates invisibly — your client never sees our name.
What happens if we want to bring the work in-house later?
We document everything as we go — chart of accounts, workflows, reconciliation procedures. If you ever want to transition, we'll hand over a complete operations manual so the switch is clean and fast.
Is there a minimum contract length?
No. All TMA engagements are month-to-month. We don't believe in locking clients in — we earn retention by delivering results every month.
Interested in partnering with TMA?
Book a call and we'll discuss which partnership model is the right fit.