How It Works

Intuitive software and virtual support delivers simplified accounting and timely reporting.

TAS is a trusted, virtual accountant for your business. You’ll receive access to our proprietary platform, monthly reconciliation and á-la-carte advisory services. When you need support throughout the month, your dedicated TAS accountant is ready to assist.

data entry

Common-Sense Data Input

The TAS platform makes keeping up with the books an easy, everyday task that’s simple enough for anyone on your team to input data.

Anytime Access to Operating Performance

Our user-friendly interface provides a clear view of your income, expenses, balances and accounts, without having to flip between multiple websites or software programs.

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accounting expertise

Accounting Expertise


We ensure your books are properly accounted for and closed in a timely fashion. You’ll access real-time financial reports to make smart decisions for your business.

Ongoing Accounting Support


Need help? Send messages to your dedicated accountant right within the platform or contact us directly. TAS takes the guesswork out of monthly bookkeeping and accounting.

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Financial clarity begins with quick & easy setup

Our simplified, virtual platform and management methods will have you up and running in just a few weeks, giving you the clear picture that you need early on in our partnership. Unlike some accounting platforms, there’s nothing complicated about it. It’s all-inclusive, there are no hidden costs and you’ll notice improved management of daily accounting activities right away.

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Onboarding

  • Gain a high level understanding of your business and a more in depth knowledge of your current accounting practices
  • Develop a plan to quickly get you integrated
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Setup

  • Understand reporting needs and set up your chart of accounts
  • Migrate from your existing accounting system to our platform
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Integration

Our team will integrate all accounting applications necessary to effectively manage your business:

  • Sales and Invoicing
  • General Ledger
  • Online Bill Payment
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Day-to-Day

Our proprietary platform allows you to easily perform the following tasks on a daily basis:

  • Input and view bills
  • Approve and pay bills online
  • Access your checkbook and bank accounts
  • Address notifications requiring your input
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Monthly

At the end of every month:

  • TAS will reconcile all transactions and close your books
  • Company will have online access to their financial reporting and operating performance
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Learn More

Schedule a Demo

Interested in simplifying accounting for your business? Schedule a demo to see how our TAS platform and managed services work and what you get.