Intelligent Finance.
Architected for Growth.
We bridge the gap between traditional stewardship and modern efficiency. Bookkeeping, Tax, and AI-driven workflows designed for the Colorado business owner.
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Our Core Competencies
We don't just file your taxes; we build the system that makes filing them easy.
Modern Bookkeeping
Fixed-price monthly reconciliation. No hourly billing surprises. Real-time P&L access.
Tax Preparation
Federal & State preparation for S-Corps and LLCs. Strategic planning to minimize liability.
AI Workflows
Implementation of 24/7 intake bots and automated scheduling systems to capture every lead.
Every Month, Delivered
No surprises, no hourly billing. Here's exactly what's included in your fixed monthly fee.
Monthly Reconciliation
CoreBank & credit card accounts reconciled and categorized every month
Financial Reports
CoreP&L, Balance Sheet, and Cash Flow statements delivered on schedule
Tax Calendar
IncludedNever miss a deadline with proactive reminders and preparation
Direct Support
24hr SLAQuestions answered within 24 hours via your private client portal
Real-Time Access
Always On24/7 dashboard access to your financial data and documents
Audit-Ready Books
GuaranteedClean, organized records that stand up to any scrutiny
The Ledger
Perfect for solopreneurs and consultants needing basic compliance.
- Monthly Categorization
- Bank Reconciliation (2 accts)
- Quarterly P&L Snapshot
- Email Support (48hr response)
The Controller
For growing teams requiring tax prep, payroll integration, and deeper insights.
- Everything in Ledger
- Tax Preparation & Filing
- Payroll Data Integration
- Monthly Video Review
- A/P & A/R Management
The Architect
Full outsourced CFO services plus AI automation for call handling and scheduling.
- Everything in Controller
- Cash Flow Forecasting
- AI Receptionist & Scheduling
- Priority Support (4hr response)
- Custom Tech Stack Setup
Trusted by Growing Businesses
Real results from real business owners who trust us with their finances.
“Finally, a bookkeeper who actually understands tech businesses. My books are always clean and I never worry about tax season anymore.”
Sarah M.
E-commerce Founder
“The fixed monthly pricing is a game-changer. No more surprise bills, and I always know exactly what I'm paying for.”
Marcus T.
Restaurant Owner
“Response time is incredible. I ask a question and get an answer the same day. That's never happened with other accountants.”
Jennifer L.
Consulting LLC
Real Outcomes, Real Businesses
Measurable results from businesses that trusted us with their finances.
From Chaos to Clarity
Online retailer went from spreadsheet chaos to automated reconciliation with real-time inventory cost tracking.
Tax Liability Reduced
Consulting firm restructured as S-Corp with optimized salary/distribution split, reducing self-employment taxes.
Cash Flow Visibility
Multi-location restaurant group gained vendor payment visibility and eliminated late fees entirely.
Frequently Asked
Quick answers to the questions we hear most often.
Ready to Architect
Your Growth?
Schedule a consultation to see if Tomas Financial is the right partner for your business. We take on a limited number of new clients per quarter.