TMB Tax and Financial Services

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What’s Inside the Toolbox? Our Services!.


The critical financial services your business needs to start, operate, and grow in a streamlined offering.

Through the TMB Financial Fix Toolbox™ business owners are empowered to successfully sustain and operate their businesses through the financial tools of bookkeeping, payroll, tax filing & compliance, tax planning strategies, and business credit and financing coaching.

TMB Tax & Financial Services is now an authorized QuickBooks Solution Provider!  In fact, we are a value-added reseller (VAR) because we also offer small business owners so much more than mere products![/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][vc_column_text]

Tax Preparation 

Are you confident your taxes are being filed properly? We take care of all your tax filing and planning needs from personal to business and all the schedules in between.

Bookkeeping & Small
Business Accounting

Do you spend countless hours trying to organize your receipts? Are you uncertain about what qualifies as a business expense? We manage all of your bookkeeping needs with accuracy and timely reporting. We offer bookkeeping/small business accounting services to small and mid-sized companies and are currently accepting clients. We create a custom combination of online, cloud-based tools to allow full automation of your bookkeeping infrastructure.  Bookkeeping services include:

  • Accounts Payable Services – Recording, tracking and paying vendor bills
  • Accounts Receivable Services – Recording and tracking customer invoices and payments
  • Reconciliations – Reviewing and balancing bank and credit card transactions; notifying client of any discrepancies and resolving discrepancies per client’s instructions when appropriate.
  • Reporting – Generating financial reports based on the collected data.


Make payday stress free for you and your employees. We calculate paychecks accurately and on-time. From timesheets, to checks or direct deposit, we’re here to save you time and

Point of Sales (POS) Systems

How efficiently are you getting paid for the services your provide?  Did you know the efficiency of your point of sales (POS) system directly effects the efficiency of your bookkeeping infrastructure?

A point of sale system typically includes a computer, monitor, cash drawer, receipt printer, customer display and/or a barcode scanner and the majority of retail POS systems also include a debit/credit card reader.

We have partnered with the best wholesalers to provide our clients with a wide variety of POS systems.  Call us to assess your needs.[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_column_text]

Financial Coaching

Our decision to offer financial coaching services is rooted in fielding through the numerous questions we were receiving from our 1099-Misc clients. With this service, you get:

  • Coaching Sessions (topics include deductible expenses, performance indicators, on demand topics based on Team’s choice)
  • Assessment of current accounting services/Establishment of Chart of Accounts

QuickBooks Consulting Services

We are a value-added reseller (VAR) of all Intuit QuickBooks product offering small business owners so much more than mere products! Whether you’re new to QuickBooks or upgrading your file, we can customize a QuickBooks Consulting plan specifically for your business.

  • Our team of US-based QuickBooks certified ProAdvisors has experience working with companies in many industries with all versions of QuickBooks, including QuickBooks Online, Pro, Premier, Accountant Edition, and QuickBooks Enterprise.
  • We will analyze your current business and financial system processes – what is done in QuickBooks and other systems and design a workflow.
  • Our QuickBooks ProAdvisors can help with every aspect of QuickBooks, including system design, inventory cleanup, business process, workflow and more.
  • We offer remote or in-person instructor-led QuickBooks training with flexible curriculum created specifically for you and your unique business.

Business Credit & Financing Coaching Program

Are you currently preparing to apply for one business credit cards or small business loans? We help small business owners become “bankable” by working with them to establish legitimate business credit profiles needed to maximize their business financing options. Our services ensure your business credit is properly monitored with the correct credit bureaus so you can continue operating and growing your business with the capital you need.

Financial Management: Remote Chief Financial Officer (CFO) Services 

We provide remote CFO services at an affordable flat-rate. Our services can show you how to get the results you desire for your business and can save you time and money in managing your business.  Our services include:

  • Monitor your business financial performance with customized criteria and employee performance metric tracking.
  • Create budgets and cash flow projections so you can strategically monitor your most critical resources.
  • Financial Review and Oversight – We offer oversight and review services to for optimal efficiency.  We provide unique expertise in QuickBooks and financial analysis for your business.