IT TAKES A LOT TO RUN A BUSINESS THESE DAYS
Entrepreneurs hire a bookkeeper, a tax accountant, and a business coach. They are often missing someone who helps co-create AND implement a tangible plan to achieve goals.
We are here to help:
We get into the details of your business to fully understand how you operate, make and spend money as well as WHY you are so passionate about it!
We set up systems to get accurate information from the start as effortlessly as possible.
We use the systems and processes co-created to guide good decisions and grow your impact and profit.
I honestly do not know how I could manage the finances of our small, young non-profit without the support of TK Solutions and Tana Kramer. Her work is precise, efficient and timely. She is highly professional and is a woman of great integrity. Our treasurer and board love how she is willing to help on the larger concerns, the smaller concerns and support our financial learning curve as we focus on serving the children and families in the foster care system in our area. We are beyond grateful to have her on our team..
-Gwen, Non-Profit, Foster Care
I'm very grateful to have found Tana. She is prompt, proactive, orderly and does a great job keeping attention on the priority tasks, which is what you hope for of someone in her role. She's always personable and works hard to make herself and her services convenient to me and accommodating of my schedule and work. She has always been professional and respectful while also advising with complete candor. For all these reasons, I'm grateful to have her supporting my company.
-Nathan, Professional Services
Tana is extremely thoughtful and thorough when performing a Financial Wellness Assessment. She asks all of the right questions and really listens to your business needs. Tana has an extensive understanding of many different business models and really helps you narrow the lens so you have a better understanding of your finances. She is super passionate about her work and that absolutely comes through in every interaction with her. I view Tana as an integral part of my business operations team, and I highly recommend working with her!
-Stephanie, Founder Exec Wranglers
Tana helped us scale the business when the wheels were barely on the bus and now she heads up our Family Office while chasing her own entrepreneurial dreams. She has been a trusted member of the team and coordinates with all levels of our organization so we can stay focused on what matters most.
Work with us so you can focus on what you love!
BOOK A FREE CALL
Financial Wellness Assessment
Choose a subscription plan
FINANCIAL WELLNESS ASSESSMENT $300
Share read only access to your books and we’ll review the balance sheet and income statement. We’ll tell you what we see and how we recommend addressing your concerns. We’ll share actionable takeaways you can use immediately. If you choose an ongoing subscription with us, we’ll credit the fee against your set up fee
Just BookkeepingSmaller businesses who still want a strategic partner to help guide the growth process.
- Monthly, after the fact, reporting and strategy discussion around results in Xero or QuickBooks Online. You pay the bills and create customer invoices as you see fit; we code bank and credit card activity, reconcile all accounts and provide financial statements. Balance Sheet and Income Statement, budget to actual and cash flow forecast available. Coordinate with tax professional at year end. Set up processes around receipt collection.
Bookkeeping + StrategyGrowing business desiring more strategic direction and process improvements beyond typical bookkeeping and can afford more help.
- Twice a month reporting and strategy discussion around results. Full set up of accounting in Xero. We will pay the bills, payroll and bill customers and code bank and credit card activity, reconcile accounts and provide financial reports based on a full month end close process. Balance Sheet, Income Statement, budget to actual and cash flow forecast included. Sales and profit analysis Coordinate with tax professional at year end. Set up processes around receipt collection. Inventory reconciliation available.
All In, All The TimeGrowing business desiring fractional Controller/CFO expertise.
- Fractional Controller/CFO – All of Bookkeeping + Strategy plus people operations, technology assistance and full workflow audit and profitability analysis and access on a weekly basis. We help you build and scale your business as an extension of your team.