Intelligent Bookkeeping
Stop driving your business blind. We provide audit-proof records and real-time financial clarity, without the hourly billing.
The "Shoebox" Era is Over.
Traditional bookkeepers manually type data into spreadsheets. It's slow, error-prone, and expensive.
We connect directly to your bank feeds via encrypted APIs and keep your books clean year-round, so you always know where you stand with Cash Flow, Profitability, and Tax Planning.
Visual Monthly Reports
We don't just send a PDF. We send a video breakdown of your month's performance.
The "Cleanup" Service
Behind on your books? We specialize in forensic cleanups to get you tax-ready in weeks, not months.
Four Steps to Clean Books
We handle the process end to end. You focus on running your business.
Connect
We link your bank accounts, credit cards, and payment processors via secure, encrypted APIs.
Categorize
Every transaction is classified using your chart of accounts with rules tuned to your business.
Reconcile
Monthly reconciliation catches discrepancies and ensures your books match your bank statements.
Report
You receive a P&L, Balance Sheet, and video walkthrough of your month’s performance.
Everything You Need. Nothing You Don't.
Transaction Categorization
Every bank and credit card transaction categorized to your chart of accounts—with rules that learn your business over time.
Monthly Reconciliation
We reconcile all connected accounts every month, catching duplicate charges, missing deposits, and bank errors.
Financial Statements
Profit & Loss, Balance Sheet, and Cash Flow statements delivered monthly—formatted for lenders, investors, or just your own clarity.
Vendor & Expense Management
1099 tracking, vendor payment records, and expense categorization so tax time is painless.
Sales Tax Tracking
We track sales tax collected and owed across all revenue sources, preparing your filings so you never miss a deadline.
Document Organization
Receipts, invoices, and financial documents stored and organized in your secure portal—searchable and always accessible.
From Sunday Spreadsheets to Autopilot
!Before Tomas Financial
- • Owner spent every Sunday manually reconciling bank transactions
- • Tax season meant 3 weeks of scrambling for missing receipts
- • No idea if the business was profitable until the CPA ran year-end numbers
After Tomas Financial
- • Books closed by the 5th of every month with zero owner involvement
- • Tax prep reduced to a single handoff—everything already organized
- • Monthly video walkthrough gives real-time profitability visibility
“I finally have my Sundays back. And I can actually see if hiring makes sense now because I trust my numbers.”
— Sarah M., E-commerce Founder