Financial Management
Services
At TPA Business Solutions, we help businesses turn vision into results through strategic management, financial clarity, and executive-level support. If you're ready to build smarter systems, grow with confidence, and lead with purpose—book your consultation today.
Accounts Receivable & Payable Management
Keep your cash flow strong and your vendor/client relationships running smoothly. We manage your receivables and payables with accuracy and reliability, helping reduce delays and improve financial visibility.
What It Includes:
Invoice creation and client billing
Payment follow-up and collections tracking
Vendor invoice processing and payment scheduling
Reconciliation of outstanding balances
Monthly A/R and A/P summary report
Billing & Bookkeeping Services
Accurate books are the foundation of strong businesses. We handle daily financial transactions, account reconciliation, and invoice tracking so your books are clean, compliant, and always investor-ready.
What It Includes:
Entry and categorization of daily transactions
Bank and credit card reconciliations
Invoicing and billing support
General ledger maintenance
Monthly financial statements
Month-End Financial Reporting
Turn your data into decisions. Our month-end reports provide a clear financial picture with actionable insights to support smarter planning and performance tracking.
What It Includes:
Monthly profit & loss (P&L) statement
Balance sheet and cash flow report
Transaction summaries
Custom executive summaries and insights
Report walk-through (optional session)
Nonprofit Financial Operations
Annual Tax Preparation
Tax season made simple. We handle your business or nonprofit taxes from start to finish, ensuring accurate filing, maximized deductions, and full compliance with IRS regulations.
What It Includes:
Federal and state business tax return filing
1099 preparation and year-end summaries
Tax deductions review and documentation support
Nonprofit 990 series preparation
Filing confirmation and electronic submission
Business Development & Financial Strategy
A good idea needs a great plan. We guide you through pricing models, projections, and funding strategies to ensure your business is positioned for sustainable growth and financial resilience.
What It Includes:
Strategic financial planning sessions
Break-even analysis and cost structure review
Budget development and forecast modeling
Pricing strategy consultation
Funding readiness & grant/loan prep support
Nonprofits require precision and transparency. We specialize in managing restricted/unrestricted funds, grant budgeting, and board reporting—so your mission stays on track and funders stay confident.
What It Includes:
Grant budgeting and financial reporting
Fund accounting and allocation tracking
Financial preparation for board meetings
Compliance with federal and state nonprofit guidelines
Annual audit prep and support