Every TPF service maps to one of two pillars. Clean Books for the financial foundation your business deserves. Smarter Systems for the operations and AI strategy that make growth sustainable. TPF Complete brings both together.
Three tiers of ongoing monthly bookkeeping. All engagements begin with Assess the Books so we know exactly what we are working with before the first monthly cycle begins.
A thorough review of your books. We assess your QuickBooks setup, review your chart of accounts, evaluate your reconciliation history, and identify every gap, inconsistency, and error we find. This is recommended for clients who are unsure where their finances stand or who need a clear starting point before moving into monthly bookkeeping.
Clients who already know their situation clearly may move directly into a bookkeeping package. Either way, the discovery call determines the right starting point for you. The deliverable is a written findings summary with a clear, prioritized action plan.
For early-stage service businesses with straightforward financials. Clean monthly bookkeeping and the clarity you need to make confident decisions.
For growing service businesses with multiple revenue streams, a team, or more complex financial activity. Full operations support at the level your business demands.
For established businesses that need a dedicated financial operations partner. The highest level of precision, access, and financial oversight TPF offers.
Business operations consulting powered by Lean Six Sigma methodology and AI strategy. All engagements begin with the Express Pathway so you start with a clear, custom roadmap built specifically for your business.
Your starting point before committing to a full program. You complete a short intake form before the call. Zuri reviews your answers and builds your custom AI Quickstart Map and top operations recommendations before you even speak.
On the call, Zuri walks you through what was built for your business specifically, answers your questions, and identifies which program fits your situation. Your written AI Quickstart Map is delivered within 24 hours of the call.
For clients with existing documentation who are ready to optimize and implement AI. Zuri maps your operations through a Lean Six Sigma lens, identifies waste, and builds your AI implementation roadmap.
For clients with no existing documentation who need to build the full operational architecture of their business from the ground up. This is TPF's most comprehensive consulting engagement.
Monthly support for clients who have completed a Smarter Systems program and are actively implementing their recommendations. Month-to-month with no long-term commitment required.
TPF Complete brings both pillars together under one roof. It is the highest level of partnership TPF offers and the only engagement that includes everything: the Assess the Books diagnostic, ongoing monthly bookkeeping, a full Smarter Systems program, and direct access to Zuri throughout.
This engagement begins with Assess the Books so we know exactly where your finances stand. From there we scope your monthly bookkeeping tier, identify your Smarter Systems program fit, and build a 6-month operational roadmap designed entirely around your business and goals.
Throughout the entire engagement you have direct access to Zuri. Not a support inbox. Not a team of contractors. One dedicated partner who knows your business and is accountable for your results.
6-month minimum commitment. Begins with a free discovery call.
Every path starts with a free discovery call. From there we identify which direction is right for your business.
Book a free 30-minute discovery call. We will listen, understand what your business needs, and map out the right path forward together.
Book Your Free Discovery Call →