Get to Know TSI
TSI was built to simplify how businesses and individuals manage their finances and operations.
Most people are stuck juggling multiple providers—bookkeeping, taxes, insurance, payroll, and more—with nothing truly working together.
We bring it all into one place.
From financial management to operational support, our goal is simple: keep things organized, reduce friction, and help you make better decisions as you grow.
01
Start the Conversation
We listen to what you need—whether it’s a one-time service or ongoing support.
02
Straightforward Guidance
We provide practical solutions that fit your situation—no overcomplication.
03
Support When You Need It
Work with us once or ongoing—we’re here as your business grows.
Financial Operations
Bookkeeping, reporting, and day-to-day financial organization.
Tax Strategy
Strategic tax planning and preparation through trusted partners.
Advisory & Growth
Ongoing guidance to improve cash flow, make decisions, and scale your business.
Insurance & Risk Protection
Protect your business, your income, and your future with the right coverage in place.
AI Implementation & Automation
Streamline operations and reduce manual work with simple, practical AI solutions.
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Bookkeeping Services
Tax Services
Advisory Services
Insurance Solutions
Benefits & HR Solutions
AI & Tech Implementation
Our Fractional CFO Packages
Understand your numbers.
Grow with confidence.
Foundation CFO
For business owners who need clean books and reliable financials.
$495/month
Accurate Monthly Bookkeeping — categorized, reconciled, and up to date
Clear Financial Reports — simple P&L, balance sheet, and cash overview
Quarterly Advisory Check-In — review your numbers and get practical guidance
Growth CFO (Most Popular)
For owners serious about improving cash flow and scaling.
$1500/month
Everything in Foundation — plus expanded financial oversight
Accounts Receivable & Payables Oversight — improve cash flow by staying on top of invoicing, collections, and bills
Payroll Management & Oversight — ensure payroll runs smoothly and accurately
Ongoing Advisory Support — regular strategy calls to guide business decisions
Strategic CFO
For businesses that need a true financial partner
$3500+/month
Everything in Growth — full financial oversight and support
Advanced Financial Strategy & Planning — build a roadmap for growth, hiring, and expansion
Tax Planning & Optimization — proactive strategies to reduce liabilities and avoid surprises
Cash Flow & Capital Strategy — plan for large expenses, investments, and financing decisions
Dedicated CFO-Level Partnership & Access
Finance Intelligence
Insights for Business Owners
