Businesses

​Do you need a financial expert to not only help with the fundamentals of accounting and finance but also to be a trusted partner to help build and grow your business? TAMMA brings the knowledge to handle your day to day financial management and the business acumen needed to set you up for ongoing success in increasing your business revenue and net income.

What Does TAMMA Deliver For Business Clients?

Beneficial retirement savings options for business clients and their employees, which W-2 employees cannot take advantage of.

Financial credibility to help secure lines of credit, expand & grow business, and assess project & product line profitability by having complete and accurate financial statements utilizing standardized accounting processes.

Structure that would support a comprehensive wealth management plan by helping to separate personal assets from business assets in order to avoid loss of personal assets due to litigation.

Development and integration of a financial plan (budget/forecast) with a client’s operational and strategic business plan to improve bottom line results

Additionally, we have the expertise to help you build the right employer sponsored retirement plan which includes looking at all your investable options, Traditional vs. Roth, and the fees that you pay which we can help lower in most cases. 

Tools that TAMMA utilizes for Business Clients

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    Accounting & Bookkeeping
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    Tax Planning
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    Financial Statement Preparation & Analysis
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    Project & Product Line Profitability Analysis
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    “Scorecard” development with clients’ own unique Key Performance Indicators
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    Annual Profit Planning & Periodic Forecasting
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    Employee Retirement Plan Development
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    New Business Formation
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    Cash Flow Management
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    Financial Software Implementation & Support QuickBooks/JD Edwards/QAD/Oracle

Request Introductory Session

We offer a no obligation introductory appointment. This is the first step to a dynamic client experience with a wealth management firm that understands and cares.