B2B Services

TMC offers your business the following:

• Manages the full-cycle of accounting processes, including supervising fiscal personnel on staff and/or providing staf as needed.

• Assumes responsibility for all grant funded fiscal activities, assuring compliance with grant restrictions, preparing expenditure reports and meeting with auditors as needed

• Financial report preparation, review and presentation

• Annual organization and program budget preparation

• Full-service A/P and A/R activity

• Cost-allocation classification of expenses based upon staff FTE and org. policies

• Monthly reconciliation of cash and credit accounts

• Preparation and allocation of Functional Expenses

• Serves as organization's liaison with external auditors and provides necessary support for preparation of organization's annual tax return

• Assessing and streamlining an organization's operational activities in an effort to reduce expenditures

• Providing IT, HR and Operations consultants needed to meet org's needs

• Sourcing grant opportunities which may be advantageous to and in line with a client’s strategic plan

• Program design, build, roll-out and full hands on project management of initiative, if needed

Technical Assistance Services to Aspiring Entrepreneurs

Whether you need help with deciding the best business structure for your dream business or for tax purposes, we work closely with you to identify the best structure for your vision.

Services

• Business formation and registration
• Bookkeeping
• Financial Report Preparation
• Business Certification Application Assistance (e.g. MWBE, DBE, EBE, SBA 8a, SDVO, etc.)
• Income Tax Preparation

Add-ons

• Ongoing technical assistance, as needed

B2C Services

We weren't born with what we know and we remember how scary everything financial seemed to us. With that as a guide, we educate those around us on the things we wish we knew, then.

Services offered to Individuals

• Personal Credit Counseling - Understanding how it works and how to make it work for you

• Personal Budgets - What is your plan for your future and how will you get there?

• Personal Financial Literacy - Understanding money, banking and debt

• Personal Income Tax Demystification

• Preparing for “The Road to Homeownership”

Testimonials

"In seeking to deliver our flagship LEAP programme, our company, Business Clinic Ltd., reached out to TMC to plan and deliver workshop training on “Budgeting skills and Financial literacy.”

Terri’s expertise and style of storytelling set her apart and really helped our stakeholders to understand and relate to the story that numbers tell and apply it to their personal needs.

As emerging and aspiring entrepreneurs, our participant group benefitted from Terri’s ability to simplify finance and explore budgeting through practical examples. Through her training and skills, learning outcomes were achieved and participants engaged with her tips for financial success. Terri has our full recommendation."

- Business Clinic Ltd.

Let's chat!

We are, where you were. Who then would be better than us, to get you to where you want to be?