How we work
Proactive. Collaborative. Built around your goals.
We believe accounting should be proactive, collaborative, and built around your business goals. Our process is designed to simplify your finances, keep you informed, and provide the support you need as your business grows.
Our process
An extension of your team, from day one.
We pride ourselves on providing fast, accurate, and affordable accounting and finance services that enable business owners to focus on what they do best: building and growing their businesses.
Discovery
We start by getting to know your business, your current processes, and your goals. This allows us to understand your challenges and recommend the services that best fit your needs.
Onboarding
We streamline the transition by securely gathering your financial information, reviewing your existing systems, and setting up efficient workflows. Whether we're taking over from another accountant or building your finance function from the ground up, we make the process as seamless as possible.
Ongoing Accounting & Finance Support
Once you're onboarded, we become an extension of your team. We handle your bookkeeping, payroll, tax, and advisory needs while keeping your financial records accurate, organized, and up to date.
Strategic Guidance
We do more than report the numbers. We help you understand what they mean. Through regular communication and financial insights, we support better decision-making, improved cash flow, tax planning, and long-term business growth.
Your Success Is Our Priority
As your business evolves, so do your financial needs. We're committed to providing responsive service, practical advice, and reliable accounting and finance support that helps you make confident decisions every step of the way.
Technology
Modern tools, human judgment.
We pair experienced accountants with modern technology for faster reporting and better insights - technology supports our team, it doesn't replace it.
A modern, cloud-based stack
We work in the tools you already use - QuickBooks, Xero, and connected apps - so your books are always current and accessible, wherever you are.
Automation & AI-assisted workflows
We use automation and AI-powered workflows to reduce manual work and improve accuracy, so more of our time goes to insight and advice rather than data entry.
Security and accuracy by design
Financial data is handled with secure, permission-based access and careful review at every close. Technology supports our accountants - it never replaces the human check.
Frequently asked questions
Getting started with TPS.
We handle the handoff for you. During onboarding we securely gather your financial information, review your existing systems, and reconcile where needed so nothing falls through the cracks in the transition.
Most clients are fully onboarded within a few weeks, depending on the state of your books. If there's cleanup or catch-up work needed first, we'll scope that clearly before we begin.
We stay in the loop year-round - not just at year-end. You'll have regular reporting and clear communication, and we proactively flag opportunities and issues as they come up.
We work with the leading cloud accounting platforms and connected tools. If you already have a stack you like, we'll work within it; if not, we'll recommend one that fits how you operate.
No. We're a virtual practice serving clients nationwide. Our team is based in Illinois and the San Francisco Bay Area, but we work with businesses wherever they are.