Services Portfolio

Financial Coaching

Financial Coaching for Teams

4 HR – $3000

Our decision to offer financial coaching services is rooted in fielding through the numerous questions we were receiving from our 1099-Misc clients. Ideally, this service is a perfect option if you are a the Director of a Multi-Level Marketing (MLM) Team, Realtor/Broker Teams, and other Independent Contractor Teams. With this service, you get:

  • Coaching Session (topics include deductible expenses, performance indicators, on demand topics based on Team’s choice)
  • Assessment of current accounting services/Establishment of Chart of Accounts
  • Fee determined after FREE strategy session.

Location: Onsite ( Beacon Parkway West 301, Birmingham, AL 35209 )

Remote CFO Services

Remote Chief Financial Officer

1 HR – $1000

Our CFO Services are available to any company within the United States. Through these services, you get:

  • Empowered business strategies with accurate daily/monthly accounting & financial reports
  • Increased sales and efficiency through the implementation of internal financial controls
  • Budget preparation, alignment, and monitoring
  • Pain-free solutions to payroll (fee-free direct deposit)

Monthly fee determined after FREE strategy session.

Location: Onsite ( Beacon Parkway West 301, Birmingham, AL 35209 )

Bookkeeping Consultation

Bookkeeping Consultation

3 HR – FREE CONSULTATION

We offer bookkeeping/small business accounting services to small and mid-sized companies and are currently accepting clients. Current software of choice is QuickBooks Online.

Schedule a free consultation today. Fees to be established after a thorough review of your bookkeeping needs.

Electronic Tax Filing

Tax Preparation Services

1 HR – TAX FEES MAY VARY

Tax Preparations Services to include a free W-2/1099 consultation, detailed tax feedback, and electronic filing. Please select this option if you are interested in our electronic or on-site drop box options which allows you to securely leave your tax documents with a TMB Tax Preparation Specialist and you are able to take care of errands of other items on your to-do list! No need to wait!

Also available are bookkeeping and notary services. Please indicate which service you prefer when requesting an appointment. Fees to be established after a thorough review of your tax prep needs.

TMB Tax Business Credit Prg

Lunch Your Business Webinar

1 HR – FREE WEBINAR

Are you a business owner operating your business without an Employer Identification Number (EIN)? Are you a sole proprietor filing a Schedule C using your social security number instead of an EIN? Do you have an EIN and need business credit and financing?

If you answered YES to any of these questions, ATTEND THIS FREE WEBINAR! There will be an opportunity for you to apply for your EIN from the comforts of your own space with LIVE assistance!

Location Details: Online Webinar