What's Included?
The price estimate shown above assumes that your business needs a typical service plan, illustrated below. However, no two businesses are exactly alike, and your services may differ depending on your needs.
Typical Service Plan
A caring and professional team to help you get a better handle on business finances. Our client service teams typically consist of:
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Accounting & Tax Manager |
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Staff Accountant or Project Accountant |
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Payroll Specialist, if applicable |
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Month‑end bookkeeping help – Easy‑to‑understand financial reports throughout the year |
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Business income tax preparation (federal and one state) |
And more!
*Note that the information on this page is not an offer to provide services. TMA only provides services pursuant to a signed services agreement.
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Sales tax reporting/filing (one state), if applicable |
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1099 reporting for up to ten recipients, if applicable |
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Support for QuickBooks Online (first tier) |
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Access to our secure online portal - makes it easy to collaborate with us |
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Access to our Learning Center, where we publish valuable information to help business owners. |
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Individual income tax preparation (Form 1040) and help with estimated payments (add-on service) |
Will I Get a Return on My Investment?
We think so — and our clients do too. Our goal isn't just to "do your books", but to help you:
- Avoid compliance headaches and costly surprises
- Make smarter decisions using clear, timely financial information
- Save time and hassle, so you can focus on growing your business
- Keep bookkeeping, taxes, and payroll on track without scrambling
The return comes in fewer headaches, better decisions, and the peace of mind that someone has your back. For most clients, that value far exceeds the monthly cost.
Time out! Before you complete the Price Estimator, let’s make sure TMA’s services are a good fit for you!
Are ALL of the following statements true for you and your business?
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You own a small or medium‑sized service business (restaurants, professional services like dentistry, service contractors like landscaping, janitorial, roofing, and many others) |
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Your business is based in and operates in the U.S. |
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The business owner(s) live in the U.S. |
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You want help with accounting, taxes, and/or payroll throughout the year, not just at tax time. |
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You want to stay in compliance with laws and regulations related to your business. |
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You value great communication, attention to detail, and timeliness. |
If this sounds like you, please use the Price Estimator to get your estimate!
Price Estimator
FAQs About the Pricing Estimator
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How long will it take to complete the Price Estimator?
Most people complete the Price Estimator in just a few minutes. It could take a bit more time if you have more than one business, or if you aren’t able to quickly answer questions like “How many bank accounts does your business have?” or “How many employees does your business have?”
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What will happen after I complete the Pricing Estimator?
Three things will happen:
- The Price Estimator will display a ballpark estimate of how much TMA’s services would cost for your business on an ongoing basis.
- We'll also send you an email containing information about the estimate along with a link back to the website page so you can revisit your customized estimate, if needed.
- Finally, we'll also attempt to reach you by telephone or email within a day or two to see if we can help by answering questions about our services or pricing. We want to be helpful, and we promise not to be annoying.
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How accurate and reliable are the estimates provided by our Price Estimator?
We developed our Price Estimator to enable business owners to make smart decisions about whether TMA’s services make sense for them. While it’s an automated tool, we’re confident that the Price Estimator provides a reasonable ballpark estimate for most businesses.
*Note that the estimates provided by the Price Estimator are not a binding price quote, nor an offer to provide any services.
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How can I get a precise quote for services my business needs?
If you want a precise quote for services based on your business and circumstances, please book a call with us.
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What if I have more than one business? Can I still get a custom price estimate?
Yes. However, the Price Estimator is designed to provide a quote for one business at a time. If you want to use it for multiple businesses, we suggest going through it separately for each business.
It’s perfectly acceptable to complete the Pricing Estimator only for your primary business – that’s typically where time and attention are required most.
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How will you use the information I provide to get my price estimate?
Information security is a top priority. We will not sell your information, nor will we bother you with endless emails and phone calls. You can expect that we will only use the information you provide here to help you make the right buying decisions for you and your business. Please see our privacy policy for more information.
FAQs About Your Price Estimate
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How accurate is the price estimate?
The pricing estimator tool provides a good ballpark estimate of our pricing in nearly all cases. It’s a great way for business owners to research their options and make informed decisions about whether our services might be worth the cost.
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How can I get a precise quote for the services I need?
Our Pricing Estimator is a great way to get a general sense of how much it would cost to implement our services in your business. However, since no two businesses are alike, we suggest scheduling a call with us. This will allow us to learn more about you, your business, and your specific needs. Then we can create a service plan and price quote just for you!
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How quickly can TMA start to work with me and my business?
Once we have helped you determine exactly what services you need, we can usually get started fairly quickly, typically within one to two weeks.
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What's the process for implementing our services in your business?
Implementation typically starts with two important meetings with our service teams. The first meeting is focused on the accounting and tax side of things, and the second focuses on payroll. These meetings may be held in person at our Indianapolis office or by video call.
Accounting strategy meeting – 60-90 minutes
Initial meeting between the business owner and the TMA accounting service team.
- Meet our accounting service team [should we create an asset to link to here?]
- Learn about your business, specific needs, and goals.
- Discuss any specific questions you may have about your accounting and tax situation.
- Develop a plan to implement our services in your business.
- Develop a plan to complete backwork, if applicable.
Accounting Follow-up meeting – 30-60 minutes
Scheduled to occur soon after we are able to complete your first regular monthly financial reports.
- Review the reports with you.
- Make suggestions for how to streamline and/or improve bookkeeping.
- Discuss your financial reports and answer your questions.
- Discuss and plan for current year income taxes.
Payroll strategy meeting - 60-90 minutes
Initial meeting between the business owner and the TMA payroll service team. This meeting typically occurs at least two weeks before the first payroll to be processed.
- Meet our payroll service team [should we create an asset to link to here?]
- We learn about your existing payroll process and any opportunities to streamline.
- Discuss how we help get payroll organized and streamlined within our platform, iSolved.
- Develop a plan for setup, training, and the first payroll run.
- Discuss any specific questions you may have about your payroll situation.
Payroll follow-up - 30-60 minutes
Scheduled to occur soon after the completion of your first regular payroll cycle.
- Review the process and results.
- Make suggestions for how to streamline and/or improve your payroll process.
- Discuss your payroll reports and answer your questions.
- Discuss and plan for current year-end payroll reporting.
*Backwork
If you need help getting caught up on bookkeeping or tax returns for prior months/years, we may be able to help you determine what needs to be done and how to go about assembling the information needed to complete it. Depending on the extent of the work, the process typically takes 30-60 days from the time you provide us with the information needed. [We should create an article to link here. “What if I’m Really, Really Behind on Bookkeeping and Taxes?”]
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What if I need help catching up on bookkeeping and tax filings?
The estimated price shown above doesn’t include catching up on bookkeeping and/or taxes for prior periods. But don’t worry, we may be able to help with that! Many business owners come to us needing a bit of help catching up. We call that “back work,” and we can help you determine what needs to be done, how long it should take, and how much it will cost. Just book a call with us to get started!
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Are TMA’s clients usually satisfied with our services?
Yes—more than 90% of our business clients stay with TMA for as long as their business is in operation. On average, we work with our small business clients for more than eight years. We think that kind of track record says a lot about the trust and value our team provides.
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How do TMA’s prices compare to other providers?
TMA’s cost isn’t the cheapest out there. Our clients generally invest a little more because we provide a lot more support. While lower-cost options exist, they don’t include the same processes and level of service that TMA’s clients receive.
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Where’s the fine print?
We believe in transparency. The terms and conditions of our services are outlined in a written service agreement that covers scope, pricing, and key terms – no hidden gotchas. We’ll review your service agreement together before your services start.