# TP4 Advisors --- ## Pages - [Lisa Driscoll](https://tp4advisors.com/our-team/lisa-driscoll/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Controller Specialist (513) 489-4874 info@tp4advisors. com With over 30 years of dynamic business... - [Sarah Long](https://tp4advisors.com/our-team/sarah-long/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here CFO Advisor (513) 489-4874 info@tp4advisors. com Sarah Long is a seasoned executive and... - [Katelyn Hoglund](https://tp4advisors.com/our-team/katelyn-hoglund/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist (513) 489-4874 info@tp4advisors. com Katelyn holds a bachelor’s degree in Accountancy... - [Jeremy Martin](https://tp4advisors.com/our-team/jeremy-martin/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist (513) 489-4874 info@tp4advisors. com Jeremy Martin is a recent graduate of... - [Steve Markle](https://tp4advisors.com/our-team/steve-markle/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Controller Specialist (513) 489-4874 info@tp4advisors. com A native of Cincinnati, Steve Markle brings... - [Terms & Conditions](https://tp4advisors.com/terms-conditions/): Terms of Service Please read this Terms of Service ("Terms," "Terms of Service") carefully before using the http://tp4advisors. com/ website... - [Corinne Phillips](https://tp4advisors.com/our-team/corinne-phillips/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist (513) 489-4874 info@tp4advisors. com Corinne Phillips is a seasoned bookkeeping professional... - [Greg Ackerson](https://tp4advisors.com/our-team/greg-ackerson/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here CFO Advisor (513) 489-4874 info@tp4advisors. com Greg brings over 25 years of experience... - [Franchise Accounting Solutions](https://tp4advisors.com/franchise-accounting-solutions/): Franchise Accounting Solutions Franchise Accounting Solutions /wp-content/uploads/TP4-Advisor-Logo. png Take control of your future & enjoy the benefits Back Office solutions... - [Kim Law](https://tp4advisors.com/our-team/kim-law/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Accounting Operations Manager (513) 489-4874 info@tp4advisors. com Kim joins the TP4 team, bringing... - [Chris Boster](https://tp4advisors.com/our-team/chris-boster/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Implementation Coordinator (513) 489-4874 info@tp4advisors. com Stephen (Chris) Boster dedicated nearly 20 years... - [About us](https://tp4advisors.com/about-us/): Expert Financial Guidance For Closely Held Businesses Expert Financial Guidance For Closely Held Businesses/wp-content/uploads/TP4-Advisor-Logo. pngWhat defines us as professionals? TP4... - [Casey Martin](https://tp4advisors.com/our-team/casey-martin/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Account Manager (513) 489-4874 info@tp4advisors. com Casey brings over 10 years of entrepreneurial... - [TP4 Capital](https://tp4advisors.com/capital/): TP4 Capital Partners Guiding You to Smarter Financial Strategies TP4 Capital Partners Guiding You to Smarter Financial Strategies /wp-content/uploads/TP4-Advisor-Logo. png... - [Happinest Brands thank you](https://tp4advisors.com/happinest-brands-thank-you/): Thank You For Choosing UsThank You For Choosing Us/wp-content/uploads/TP4-Advisor-Logo. pngThank You {Name (First):1. 3} For submitting your information to TP4... - [Happinest Brands](https://tp4advisors.com/happinest-brands/): https://tp4advisors. com/wp-content/uploads/happinest-signature-panel-5-brands_700px-Sharon-Cupach. png Brands Business Partners https://tp4advisors. com/wp-content/uploads/happinest-signature-panel-5-brands_700px-Sharon-Cupach. png Preferred Partners /wp-content/uploads/TP4-Advisor-Logo. png Take control of your future & enjoy... - [Bookkeeping LinkedIn](https://tp4advisors.com/bookkeeping-linkedin/): Bookkeeping Services Get Organized & Stay Compliant with Our Affordable Bookkeeping Services Bookkeeping Services Get Organized & Stay Compliant with... - [Lawn Doctor](https://tp4advisors.com/lawn-doctor/): Lawn Doctor Preferred Partners Lawn Doctor Preferred Partners /wp-content/uploads/TP4-Advisor-Logo. png Take control of your future & enjoy the benefits Back... - [Lawn Doctor thank you](https://tp4advisors.com/lawn-doctor-thank-you/): Thank You For Choosing UsThank You For Choosing Us/wp-content/uploads/TP4-Advisor-Logo. pngThank You {Name (First):1. 3} For submitting your information to TP4... - [hub](https://tp4advisors.com/hub/) - [Aidan Von Gunten](https://tp4advisors.com/our-team/aidan-von-gunten/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Financial Analyst Intern (513) 489-4874 info@tp4advisors. com Aidan Von Gunten is a driven... - [Business Development Executive Application](https://tp4advisors.com/careers/business-development-executive-application/): TP4 Advisors Application for Employment Business Development Executive Application TP4 Advisors Application for Employment Business Development Executive Application Join TP4... - [Bookkeeping Specialist Intern](https://tp4advisors.com/careers/bookkeeping-specialist-intern/): Bookkeeping Specialist Intern Bookkeeping Specialist Intern /wp-content/uploads/TP4-Advisor-Logo. pngJoin our Team! TP4 Advisors – Bookkeeping Specialist Intern We are offering an... - [Abigail Fries](https://tp4advisors.com/our-team/abigail-fries/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist (513) 489-4874 info@tp4advisors. com Abigail brings five years of experience in... - [Aubre Peters](https://tp4advisors.com/our-team/aubre-peters/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist (513) 489-4874 info@tp4advisors. com Aubre Peters joins the TP4 Advisors team... - [Architecture & Engineering Businesses](https://tp4advisors.com/architecture-engineering-businesses/): Accounting & Bookkeeping Services for Architecture & Engineering Businesses Get Organized & Stay Compliant with Our Affordable Accounting Services Accounting... - [Real Estate Service Businesses](https://tp4advisors.com/real-estate-service-businesses/): Accounting & Bookkeeping Services for Real Estate Service Businesses Get Organized & Stay Compliant with Our Affordable Accounting Services Accounting... - [Small & Medium Businesses](https://tp4advisors.com/small-medium-businesses/): Accounting & Bookkeeping Services for Small & Medium Businesses Get Organized & Stay Compliant with Our Affordable Accounting Services Accounting... - [Medical Practices](https://tp4advisors.com/medical-practices/): Accounting & Bookkeeping Services for Medical Practices Get Organized & Stay Compliant with Our Affordable Accounting Services Accounting & Bookkeeping... - [Manufacturing](https://tp4advisors.com/manufacturing/): Accounting & Bookkeeping Services for Manufacturers Get Organized & Stay Compliant with Our Affordable Accounting Services Accounting & Bookkeeping Services... - [Skilled Trade Companies](https://tp4advisors.com/skilled-trades/): Accounting & Bookkeeping Services for Skilled Trade Companies Get Organized & Stay Compliant with Our Affordable Accounting Services Accounting &... - [Professional Service Businesses](https://tp4advisors.com/professional-services/): Accounting & Bookkeeping Services for Professional Service Businesses Get Organized & Stay Compliant with Our Affordable Accounting Services Accounting &... - [Thank You](https://tp4advisors.com/thank-you/): Thank You For Choosing UsThank You For Choosing Us/wp-content/uploads/TP4-Advisor-Logo. pngThank You {Name (First):1. 3} For submitting your information to TP4... - [Non-Profit](https://tp4advisors.com/non-profit/): Accounting & Bookkeeping Services for Non-Profits Get Organized & Stay Compliant with Our Affordable Accounting Services Accounting & Bookkeeping Services... - [Industries](https://tp4advisors.com/industries/): Empowering Your Industry to ThriveDiscover how TP4 Advisors can elevate your businessEmpowering Your Industry to ThriveDiscover how TP4 Advisors can... - [Construction Companies](https://tp4advisors.com/construction-company/): Accounting & Bookkeeping Services for Construction Companies Get Organized & Stay Compliant with Our Affordable Accounting Services Accounting & Bookkeeping... - [Law Firms](https://tp4advisors.com/law-firms/): Accounting & Bookkeeping Services for Law Firms Get Organized & Stay Compliant with Our Affordable Accounting Services Accounting & Bookkeeping... - [Tampa](https://tp4advisors.com/tampa/): Sun, Sand, and Success Our Tampa Office Shines Bright Sun, Sand, and Success Our Tampa Office Shines Bright /wp-content/uploads/TP4-Advisor-Logo. png... - [Cincinnati](https://tp4advisors.com/cincinnati/): Skyline Views and Sky High Strategy Our Cincinnati Office Bridges Businesses Skyline Views and Sky High Strategy Our Cincinnati Office... - [Indianapolis](https://tp4advisors.com/indianapolis/): Revving Up and Ready to Roll Our Indianapolis Office Helps you Race to Success Revving Up and Ready to Roll... - [Business Development Executive](https://tp4advisors.com/careers/business-development-executive/): Business Development Executive Business Development Executive /wp-content/uploads/TP4-Advisor-Logo. pngJoin our Team! TP4 Advisors – Business Development Executive As a Business Development... - [Amy Studt](https://tp4advisors.com/our-team/amy-studt/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Controller Specialist (513) 489-4874 info@tp4advisors. com Amy brings over 20 years of accounting... - [Christian Collins](https://tp4advisors.com/our-team/christian-collins/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist (513) 489-4874 info@tp4advisors. com Christian Collins shares 14 years of management... - [Mark A. Roger](https://tp4advisors.com/our-team/mark-a-roger/): Schedule a Consultation/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Business Development Executive (513) 489-4874 (317) 513-3670 mark. roger@tp4advisors. com Mark A.... - [Mark Bugajski](https://tp4advisors.com/our-team/mark-bugajski/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here CFO Advisor (513) 489-4874 info@tp4advisors. com Mark Bugajski brings over 30 years of... - [Matt Answini](https://tp4advisors.com/our-team/matt-answini/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist Intern (513) 489-4874 info@tp4advisors. com Matt Answini is a dedicated student... - [Tyler Totin](https://tp4advisors.com/our-team/tyler-totin/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Financial Analyst (513) 489-4874 Tyler. Totin@tp4advisors. com Tyler leads our technology, research, and... - [Affiliate Services](https://tp4advisors.com/affiliate-services/): Affiliate Services for Businesses Access to a Wider Audience and Potential Future Clients Affiliate Services for Businesses Access to a... - [Signworld](https://tp4advisors.com/signworld/): Signworld Business PartnersSignworld Business Partners/wp-content/uploads/TP4-Advisor-Logo. png Take control of your future & enjoy the benefits of bookkeeping solutions to streamline... - [Project Power](https://tp4advisors.com/project-power/): New Ducati Scrambler 1100 Sport PRO $18,999/wp-content/uploads/TP4-Advisor-Logo. pngComplete Mechanical Contractor A leading mechanical contractor and service provider continues to profitably... - [Project Delta](https://tp4advisors.com/project-delta/): New Ducati Scrambler 1100 Sport PRO $18,999 /wp-content/uploads/TP4-Advisor-Logo. pngBusiness today is service & Service is people based Delta assists other... - [Signworld Thank You](https://tp4advisors.com/signworld-thank-you/): Thank You For Choosing UsThank You For Choosing Us/wp-content/uploads/TP4-Advisor-Logo. pngThank You {Name (First):1. 3} For submitting your information to TP4... - [Our clients](https://tp4advisors.com/our-clients/): Our clients Those Who Trust UsOur clientsThose Who Trust Us/wp-content/uploads/TP4-Advisor-Logo. pngLevel Up Your BusinessYou deserve a successful businessTP4 is not... - [What we do](https://tp4advisors.com/what-we-do/): Your Trusted Guide to a Secure Financial Future Experience the TP4 Advisors Difference Data Driven, Collaborative & Results Oriented Your... - [Brady Pfister](https://tp4advisors.com/our-team/brady-pfister/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Account Manager (513) 489-4874 Brady. Pfister@tp4advisors. com Brady grew up around small businesses... - [Roxana Hare](https://tp4advisors.com/our-team/roxana-hare/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist (513) 489-4874 info@tp4advisors. com Roxana brings a wealth of expertise in... - [Tom Paquette](https://tp4advisors.com/our-team/tom-paquette/): Schedule a Consultation/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Partner & Co-Founder CPA (Inactive) (513) 489-4874 (513) 484-5462 tom. paquette@tp4advisors. com... - [Alan Love](https://tp4advisors.com/our-team/alan-love/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Controller Specialist (513) 489-4874 info@tp4advisors. com Alan brings a diverse professional background with... - [Traci King](https://tp4advisors.com/our-team/traci-king/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Accounting Manager & Training Coordinator (513) 489-4874 info@tp4advisors. com Traci brings over 20... - [Tricia Moorman](https://tp4advisors.com/our-team/tricia-moorman/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist (513) 489-4874 info@tp4advisors. com Tricia joins the TP4 Advisors team with... - [Tara Brown](https://tp4advisors.com/our-team/tara-brown/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Director of Controller Services (513) 489-4874 tara. brown@tp4advisors. com Tara serves as a... - [Thomas Stokes](https://tp4advisors.com/our-team/thomas-stokes/): Schedule a Consultation/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Director of Client Services (513) 489-4874 (513) 673-3199 Thomas. Stokes@tp4advisors. com Thomas... - [Paul Dorger](https://tp4advisors.com/our-team/paul-dorger/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here CFO Advisor CPA (active license through to 12/31/26) (513) 489-4874 info@tp4advisors. com Paul... - [Rachel Blackburn](https://tp4advisors.com/our-team/rachel-blackburn/): Schedule a Consultation/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Senior Business Development Executive (513) 489-4874 (617) 835-7616 Rachel. Blackburn@tp4advisors. com Rachel... - [Bill Meier](https://tp4advisors.com/our-team/bill-meier/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here CFO Advisor (513) 489-4874 info@tp4advisors. com Bill Meier brings over 40 years of... - [Lisa Love Holtman](https://tp4advisors.com/our-team/lisa-love-holtman/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Controller Specialist (513) 489-4874 Lisa. loveholtman@tp4advisors. com Lisa Love Holtman served as the... - [Brad Haller](https://tp4advisors.com/our-team/brad-haller/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here CFO Advisor (513) 489-4874 info@tp4advisors. com Brad Haller brings over 30 years of... - [Brian Russell](https://tp4advisors.com/our-team/brian-russell/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Director of Mergers & Acquisitions (513) 489-4874 brian. russell@tp4advisors. com Brian Russell serves... - [Michelle Spengler](https://tp4advisors.com/our-team/michelle-spengler/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist (513) 489-4874 info@tp4advisors. com Michelle brings over 30 years of bookkeeping... - [Chaz Nichols](https://tp4advisors.com/our-team/chaz-nichols/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Controller Specialist (513) 489-4874 info@tp4advisors. com Chaz Nichols brings over 15 years of... - [Kia Webb-Glanton](https://tp4advisors.com/our-team/kia-webb-glanton/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist (513) 489-4874 info@tp4advisors. com Before joining TP4 Advisors, Kia's background is... - [Kelly Cooley](https://tp4advisors.com/our-team/kelly-cooley/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Director of Bookkeeping Services (513) 489-4874 info@tp4advisors. com Kelly Cooley brings over 20... - [Chris DeMaria](https://tp4advisors.com/our-team/chris-demaria/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Accounting Manager (513) 489-4874 chris. demaria@tp4advisors. com Before joining TP4 Advisors, he worked... - [Christy Combs](https://tp4advisors.com/our-team/christy-combs/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Operations Coordinator (513) 489-4874 christy. combs@tp4advisors. com Christy brings over 20 years of... - [Crystal Crowell](https://tp4advisors.com/our-team/crystal-crowell/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Director of Operations (513) 489-4874 crystal. crowell@tp4advisors. com Crystal’s work experience before TP4... - [Dan Littman](https://tp4advisors.com/our-team/dan-littman/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here CFO Advisor CPA (Inactive) (513) 489-4874 dan. littman@tp4advisors. com Previously had CPA experience... - [Dave Schmidt](https://tp4advisors.com/our-team/dave-schmidt/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Controller (513) 489-4874 info@tp4advisors. com Dave is a senior accounting and finance professional... - [Elizabeth Koehler](https://tp4advisors.com/our-team/elizabeth-koehler/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Bookkeeping Specialist (513) 489-4874 info@tp4advisors. com Elizabeth has been an administrative assistant, along... - [Jeff Scheeler](https://tp4advisors.com/our-team/jeff-scheeler/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here CFO Advisor CPA (Inactive) (513) 489-4874 info@tp4advisors. com Jeff Scheeler has accumulated over... - [Jennifer Hunt](https://tp4advisors.com/our-team/jennifer-hunt/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Accounting Manager (513) 489-4874 info@tp4advisors. com Jennifer Hunt brings over 27 years of... - [Elizabeth Walsh](https://tp4advisors.com/our-team/elizabeth-walsh/): Contact Us/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Office Coordinator (513) 489-4874 elizabeth. walsh@tp4advisors. com Before joining TP4 Advisors, Elizabeth worked... - [Controller Services](https://tp4advisors.com/controller-services/): Controller Services Take Control of Your Financial Future Controller Services Take Control of Your Financial Future /wp-content/uploads/TP4-Advisor-Logo. png Your Success... - [Accounting Manager](https://tp4advisors.com/careers/accounting-manager/): Accounting ManagerAccounting Manager/wp-content/uploads/TP4-Advisor-Logo. pngJoin our Team! TP4 Advisors - Accounting ManagerWe are seeking highly skilled Accounting Managers to oversee our... - [CFO Specialist](https://tp4advisors.com/careers/cfo-specialist/): CFO SpecialistCFO Specialist/wp-content/uploads/TP4-Advisor-Logo. pngJoin our Team! TP4 Advisors – CFO SpecialistWe are seeking highly skilled and experienced CFO Specialists to... - [Controller Specialist](https://tp4advisors.com/careers/controller-specialist/): Controller SpecialistController Specialist/wp-content/uploads/TP4-Advisor-Logo. pngJoin our Team! TP4 Advisors – Controller SpecialistWe are seeking detail-oriented and experienced Controller Specialists to join... - [Our Team](https://tp4advisors.com/our-team/): Our Team Who We Are Our Team Who We Are /wp-content/uploads/TP4-Advisor-Logo. pngWhy TP4? Passionate - Dedicated - ProfessionalTP4 gives you... - [Application](https://tp4advisors.com/careers/apply/): TP4 Advisors Application for Employment Apply Today! TP4 Advisors Application for Employment Apply Today! Join TP4 Advisors and become part... - [Careers](https://tp4advisors.com/careers/): Tomorrow's Opportunities, Today Discover a career with TP4 Advisors Tomorrow's Opportunities, Today Discover a career with TP4 Advisors /wp-content/uploads/TP4-Advisor-Logo. pngJoin... - [Bookkeeping](https://tp4advisors.com/bookkeeping/): Bookkeeping Services for Businesses Get Organized & Stay Compliant with Our Affordable Bookkeeping Services Bookkeeping Services for Businesses Get Organized... - [Accounting](https://tp4advisors.com/accounting/): Accounting Services for BusinessesGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting Services for BusinessesGet Organized & Stay Compliant... - [Bookkeeping Specialist](https://tp4advisors.com/careers/bookkeeping-specialist/): Bookkeeping Specialist Bookkeeping Specialist /wp-content/uploads/TP4-Advisor-Logo. pngJoin our Team! TP4 Advisors - Bookkeeping Specialist We are seeking detail-oriented and experienced Bookkeepers... - [Todd Pfister](https://tp4advisors.com/our-team/todd-pfister/): Schedule a Consultation/wp-content/uploads/TP4-Advisor-Logo. png Your Content Goes Here Partner & Co-Founder (513) 489-4874 (513) 543-3325 todd. pfister@tp4advisors. com Todd Pfister... - [Business Valuation](https://tp4advisors.com/business-valuation/): Get a Professional Business Valuation Unlock Your Business's True Potential Get a Professional Business Valuation Unlock Your Business's True Potential... - [Mergers & Acquisitions](https://tp4advisors.com/m-and-a-services/): Merger & Acquisition Services Sell Your Business with Confidence Expert Sell-Side Merger & Acquisition Services Sell Your Business with Confidence/wp-content/uploads/TP4-Advisor-Logo.... - [Advisory Services](https://tp4advisors.com/advisory-services/): Business Advisory Services Boost Your Business Business Advisory Services Boost Your Business /wp-content/uploads/TP4-Advisor-Logo. pngExperts in Finance & Strategy TP4 Advisors... - [Case Studies](https://tp4advisors.com/case-study/): Case studies We are providing successful solutions for your business Case studies We are providing successful solutions for your business... - [CFO Services](https://tp4advisors.com/cfo-services/): CFO Services Strategic & Personalized CFO Guidance CFO Services Strategic & Personalized CFO Guidance /wp-content/uploads/TP4-Advisor-Logo. png Meet Our CFO Experts... - [News](https://tp4advisors.com/news/): Main news Find out relevant information verified by our experts Main News Find out relevant information verified by our experts... - [Resources](https://tp4advisors.com/resources/): Resourcescheck our success stories & blog Resources check our success stories & blog/wp-content/uploads/TP4-Advisor-Logo. pngall financial informationStay informed with our most... - [Contact Us](https://tp4advisors.com/contact-us/): Three Locations, One Commitment TP4 Advisors is Here to Help You Grow Three Locations, One Commitment TP4 Advisors is Here... - [Services](https://tp4advisors.com/services/): Financial Expertise We become your internal accounting department Financial Expertise We become your internal accounting department/wp-content/uploads/TP4-Advisor-Logo. pngServices we offer Completely... - [Home](https://tp4advisors.com/): Financial Foundations for Sustainable Growth Financial Foundations for Sustainable Growth Performance Growth Profitability Performance Growth Profitability Performance Growth Profitability Performance... --- ## Posts - [Helping You Build Strong Financial Foundations](https://tp4advisors.com/helping-you-build-strong-financial-foundations/): Managing your business’s finances while trying to focus on day-to-day operations can be exhausting, but with the right help and... - [October 2024 Get Ready for a Sale](https://tp4advisors.com/october-2024-get-ready-for-a-sale/): When the time comes to sell or transfer ownership of your business, getting a solid grasp of your financial situation... - [We Have Helped These Clients and We Can Help You, Too!](https://tp4advisors.com/we-have-helped-these-clients-and-we-can-help-you-too/): https://tp4advisors. com/wp-content/uploads/SaaS-Operations-Company. jpg TP4 Advisors has been passionate about helping our clients effectively streamline their financial operations since 2015. Our... - [The Hidden Costs of DIY Bookkeeping](https://tp4advisors.com/the-hidden-costs-of-diy-bookkeeping/): Is DIY Bookkeeping Costing You More Than You Think? Many business owners believe they can save money by handling their... - [TP4 Advisors Is Evolving](https://tp4advisors.com/tp4-advisors-is-evolving/): TP4 Advisors Is Evolving: Introducing Our New Identity https://tp4advisors. com/wp-content/uploads/LedgerLogix-Logo-color. jpgFor years, TP4 Advisors has been proud to serve our... - [Balance Sheet Basics Made Easy](https://tp4advisors.com/balance-sheet-basics-made-easy/): What Every Franchise Owner Needs to Know About Balance Sheets As a franchise owner, understanding your balance sheet is crucial... - [March 2025 Invoice Like a Pro With the Help of TP4 Advisors](https://tp4advisors.com/march-2025-invoice-like-a-pro-with-the-help-of-tp4-advisors/): The professionals at TP4 know the importance of efficient invoicing. Invoicing on time means getting paid faster! Keeping up to... - [Rachel Blackburn: Embodiment of TP4’s Four C’s!](https://tp4advisors.com/rachel-blackburn-embodiment-of-tp4s-four-cs/): Rachel Blackburn: A True Community Champion An embodiment of TP4’s Four C’s At TP4 Advisors, we believe in recognizing and... - [Preventing Common Financial Pitfalls](https://tp4advisors.com/preventing-common-financial-pitfalls/): Five Red Flags in Your Financial Statements You Can’t Ignore Managing the financial health of your franchise is critical to... - [Build an Efficient Budget for a Bright 2025](https://tp4advisors.com/build-an-efficient-budget-for-a-bright-2025/): Creating a tailored budget that meets all of your cash flow needs might feel like a daunting task. What if... - [Top 5 Bookkeeping Mistakes Franchise Owners Make](https://tp4advisors.com/top-5-bookkeeping-mistakes-franchise-owners-make/): Running a franchise is no small feat, and keeping accurate financial records can often feel overwhelming. Poor bookkeeping practices can... - [January 2025 Cash Flow Basics](https://tp4advisors.com/january-2025-cash-flow-basics/): Welcome to the new year! At TP4 Advisors, we believe that mastering cash flow basics is the first step towards... - [Celebrating a Year of Achievements at TP4 Advisors!](https://tp4advisors.com/december-2024-celebrating-a-year-of-achievements-at-tp4-advisors/): As we reflect on the past year, we are thrilled to share the remarkable growth and achievements that have defined... - [TP4 Advisors September Financial Wellness](https://tp4advisors.com/tp4-advisors-september-financial-wellness/): As the seasons change and summer comes to a close, we at TP4 are prepared to support you through a... - [TP4 Advisors August Financial Boost](https://tp4advisors.com/tp4-advisors-august-financial-boost/): August is here which means the end of summer is near and a new school year is beginning. 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For... - [Reflecting on TP4 Advisors’ 2023 Wins & Looking to 2024](https://tp4advisors.com/reflecting-on-tp4-advisors-2023-wins-looking-to-2024/): As we approach the end of the year, I find myself taking a moment to look back at the remarkable... - [Unlocking Opportunities: A Glimpse into TP4 Advisors](https://tp4advisors.com/unlocking-opportunities-a-glimpse-into-tp4-advisors/): TP4 Advisors is your trusted partner to optimize operations and reduce costs to deliver a solid financial foundation for sustainable... - [New Hire: Director of Business Development at TP4 Advisors](https://tp4advisors.com/new-hire-director-of-business-development-at-tp4-advisors/): We are pleased to announce that Thomas Stokes has joined TP4 Advisors as our new Director of Business Development. 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Duis --- # # Detailed Content ## Pages - Published: 2025-08-01 - Modified: 2025-08-01 - URL: https://tp4advisors.com/our-team/lisa-driscoll/ Contact UsController Specialist (513) 489-4874 info@tp4advisors. com With over 30 years of dynamic business leadership experience, Lisa Driscoll brings deep strategic insight and operational expertise to the TP4 Advisors team. Alongside her husband, Larry, she successfully founded and scaled a retail business from a single location to 15 stores across three states. This entrepreneurial journey provided her with hands-on knowledge across all aspects of business management—including accounting, tax compliance, HR, employee benefits, operations, and loss prevention. Lisa’s financial foundation was built in public accounting, where she earned her CPA and gained extensive experience in financial reporting, tax preparation, and audits for a diverse portfolio of clients. A native of Dayton, Ohio, Lisa settled in Cincinnati after earning her Bachelor’s degree in Accounting and Finance from Mount St. Joseph University. She is a proud mother of three adult children and treasures the time she spends with them. In addition to her work in business and finance, Lisa is an avid traveler. She channels her love of exploration into a second passion as a travel professional, helping others create unforgettable journeys around the world. --- - Published: 2025-07-15 - Modified: 2025-07-15 - URL: https://tp4advisors.com/our-team/sarah-long/ Contact UsCFO Advisor (513) 489-4874 info@tp4advisors. com Sarah Long is a seasoned executive and advisor with over two decades of experience in the transportation and logistics industry. Specializing in freight brokerage and trucking, she has built a career leading high-growth businesses and advising companies on financial strategy and operational excellence. As a CFO Advisor, Sarah brings deep expertise in financial management, strategic planning, and business transformation to her clients. Previously, as Founder and CEO of Nationwide Logistics, LLC, and CFO of its affiliates, Sarah played a central role in scaling operations and driving sustained growth. Under her leadership, the group expanded to a combined $350 million in revenue. Nationwide Logistics was recognized by the Cincinnati Business Courier as one of the largest Women-Owned Businesses in the region prior to its acquisition. In 2021, Sarah successfully led the companies through a sale and transition to a private equity-backed strategic buyer, marking a significant milestone in her career. Throughout her professional journey, Sarah has developed expertise across diverse disciplines, including human resources, software development and integration, and business development. Her ability to navigate complex challenges and deliver results has made her a trusted leader in the logistics space. She is particularly skilled at aligning financial and operational goals to support long-term organizational growth. Sarah holds a bachelor’s degree from the University of Cincinnati. Outside of her professional endeavors, she enjoys spending quality time with her husband and two children. A passionate gardener, foodie, and avid traveler, Sarah values balance and brings a grounded, strategic perspective to every venture she supports. --- - Published: 2025-07-15 - Modified: 2025-07-15 - URL: https://tp4advisors.com/our-team/katelyn-hoglund/ Contact UsBookkeeping Specialist (513) 489-4874 info@tp4advisors. com Katelyn holds a bachelor’s degree in Accountancy from Miami University and brings well-rounded experience across the full accounting cycle, from accounts payable and receivable to financial forecasting. She’s passionate about using her skills to support organizational health and growth. Outside of work, Katelyn enjoys a vibrant life with her husband, their two young children, and three large dogs. She homeschools her kids, volunteers actively in her community, and helps lead a marriage enrichment program through her church. At the heart of it all, Katelyn is dedicated to creating opportunities for people to find and follow Jesus. --- - Published: 2025-05-28 - Modified: 2025-05-28 - URL: https://tp4advisors.com/our-team/jeremy-martin/ Contact UsBookkeeping Specialist (513) 489-4874 info@tp4advisors. com Jeremy Martin is a recent graduate of the University of Cincinnati, where he earned his bachelor's degree in Accounting. He is actively pursuing CPA certification and plans to return to school for a master’s degree to support that goal. Jeremy is dedicated to continuous learning and growth as he builds his career in the accounting field. He brings valuable experience in auditing through his internship at Barnes Dennig, where he honed his communication skills and thrived in team-oriented environments. Jeremy also has two years of bookkeeping experience, having served as the lead accountant and bookkeeper for the startup tech company Noshable Tech, as well as the primary bookkeeping intern at Marque Engineering. Through these roles, Jeremy developed strong critical thinking and problem-solving skills that have shaped his professional capabilities. Outside of work, he enjoys movies, video games, and sports—especially golf and skiing in the winter. A memorable chapter of his life was spent in Montana during college, where he worked as a dishwasher while taking online classes and skiing daily. This unique experience gave him valuable insight into who he is and the direction he wants to take professionally. Jeremy is excited to be part of the team and looks forward to contributing in any way he can. --- - Published: 2025-05-20 - Modified: 2025-05-20 - URL: https://tp4advisors.com/our-team/steve-markle/ Contact UsController Specialist (513) 489-4874 info@tp4advisors. com A native of Cincinnati, Steve Markle brings over 25 years of diverse accounting experience, with the majority of his career spent in the manufacturing and service-related industries. Before joining LedgerLogix, Steve spent seven years with the commercial division of a nationwide HVAC company. He began as a Senior Accounting Analyst and later advanced to Controller, where he focused on process development and operational improvement. Steve is a graduate of the University of Cincinnati, where he studied Computer Science and Accounting. Proud of his strong Italian heritage, Steve’s passions center around his large family and close-knit circle of friends. A natural people-pleaser, he enjoys cooking and baking, entertaining, home improvement projects, landscaping, and travel. He currently resides in Morrow, Ohio, but dreams of retiring to Hawaii—his favorite vacation destination. --- - Published: 2025-03-25 - Modified: 2025-07-01 - URL: https://tp4advisors.com/terms-conditions/ Terms of Service Please read this Terms of Service ("Terms," "Terms of Service") carefully before using the http://tp4advisors. com/ website (the "Website") operated by TP4 Advisors, a(n) Sub-S formed in Ohio, United States ("us," "we," "our") as this Terms of Service contains important information regarding limitations of our liability. Your access to and use of this Website is conditional upon your acceptance of and compliance with these Terms. These Terms apply to everyone, including but not limited to visitors, users and others, who wish to access and use the Website. By accessing or using the Website, you agree to be bound by these Terms. If you disagree with any part of the Terms, then you do not have our permission to access or use the Website. Prohibited uses You agree that you will use this Website in accordance with all applicable laws, rules, regulations and these Terms at all times. The following is a non-exhaustive list of prohibited uses of this Website. You agree that you will not perform any of the following prohibited uses: Impersonating or attempting to impersonate TP4 Advisors or its employees, representatives, subsidiaries or divisions; Misrepresenting your identity or affiliation with any person or entity; Sending or attempting to send any advertising or promotional material, including but not limited to spam, junk mail, chain mail or any similar material; Engaging in any conduct that restricts or inhibits any person’s use or enjoyment of the Website, or which, as determined in our sole discretion, may harm us or the users of this Website or expose us or other users to liability; Using the Website in any manner that could disable, overburden, damage or impair the Website or interfere with another party’s use of the Website; Using any robot, spider or other similar automatic technology, process or means to access or use the Website for any purpose, including monitoring or copying any of the material on this Website; Using any manual process or means to monitor or copy any of the material on this Website or for any other unauthorized purpose; Using any device, software, means or routine that interferes with the proper working of the Website, including but not limited to viruses, trojan horses, worms, logic bombs or other such materials; Attempting to gain unauthorized access to, interfering with, damaging or disrupting any parts of the Website, the server(s) on which the Website is stored, or any... --- - Published: 2025-03-25 - Modified: 2025-03-25 - URL: https://tp4advisors.com/our-team/corinne-phillips/ Contact UsBookkeeping Specialist (513) 489-4874 info@tp4advisors. com Corinne Phillips is a seasoned bookkeeping professional with over a decade of experience supporting small businesses and entrepreneurs with their financial management. QuickBooks certified and known for her meticulous attention to detail, Corinne ensures accuracy, organization, and clarity in every aspect of her work—from daily transactions to comprehensive financial reports. Her passion for helping others to maintain their books matches her reliability and commitment to client success. Beyond the numbers, Corinne is a devoted wife and proud mother of five. She finds joy in cultivating her garden, experimenting in the kitchen, and expressing her creativity through her handmade jewelry line, Everyday Her—a collection that celebrates beauty in the everyday moments of womanhood. Balancing her professional expertise with a vibrant family life, Corinne brings warmth, dedication, and a personal touch to everything she does. --- - Published: 2025-03-17 - Modified: 2025-04-16 - URL: https://tp4advisors.com/our-team/greg-ackerson/ Contact UsCFO Advisor (513) 489-4874 info@tp4advisors. com Greg brings over 25 years of experience in Finance and Accounting to TP4, with a strong foundation in public accounting. Throughout his career, he has held various financial leadership roles across multiple industries, with a specialization in manufacturing. While his early career was spent in large, established public organizations, Greg has recently focused on emerging industries and start-ups. A collaborative and pragmatic leader, Greg is equally comfortable serving as a strategic business partner to a CEO as he is working hands-on alongside a company’s bookkeeper. His expertise spans process improvement and optimization, financial reporting and analysis, P&L management, budgeting, forecasting, treasury management, and compliance. Greg is a licensed CPA in Ohio and holds a Bachelor's degree in Finance and a Master's degree in Accounting from the University of Cincinnati. A dedicated UC sports fan, he continues to support his alma mater post-graduation. He resides in Lebanon with his wife and their daughter. --- - Published: 2025-03-03 - Modified: 2025-07-01 - URL: https://tp4advisors.com/franchise-accounting-solutions/ Franchise Accounting SolutionsFranchise Accounting SolutionsTake control of your future & enjoy the benefitsBack Office solutions to streamline your franchise operationsTP4 Advisors offers a comprehensive suite of services tailored for franchise businesses to help you run your franchise business more efficiently and with less stress. Improve Your Operational Efficiency TP4 Advisors removes the stress of your operations and gives you the peace of mind to focus on the growth of your franchise. Request More Information /* */ Name(Required) First Last Phone(Required)Email(Required) Name Verification(Required) First Last To reduce the amount of spam submissions please verify your name a second time. Δdocument. getElementById( "ak_js_1" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. We Are Here To HelpWe provide fixed monthly rates – never hourlyTP4 Advisors specializes in accounting, bookkeeping, and CFO Advisory services for business owners, with a focus on enhancing financial stability and supporting growth strategies. What’s in it for you? TimeEliminate time-consuming paperworkVisibilityIncreased visibility for management. From bottleneck identification to impact on cash-flowApproval processElimination of paper in the approval processNo more lost documentsComplete audit trail of approvals and processingDocuments Disaster-proof your documents Payables ProcessComplete oversight of Payables Process from anywhere The Hidden Costs of DIY Bookkeeping Balance Sheet Basics Made Easy 12NextSpeak To Our Experts (513) 489-4874 or Request A ConsultationSpeak To Our Experts (513) 489-4874 or Request A Consultation What People Are SayingLeave us a reviewSee us on google“We enlisted TP4 Advisors' services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of the cost of a full-time CFO. We highly recommend their services! ” - Kelly Mahan, President of Under The Weather --- - Published: 2025-01-29 - Modified: 2025-08-01 - URL: https://tp4advisors.com/our-team/kim-law/ Contact UsAccounting Operations Manager (513) 489-4874 info@tp4advisors. com Kim joins the TP4 team, bringing a diverse background with nine years of experience in sales management. She played an integral role in opening and closing stores, handling event planning, and spearheading new staff recruiting efforts while consistently driving sales. Kim is a mother of five and enjoys spending time with her family and staying involved in all of her children’s activities. She is also a breast cancer survivor, and her favorite hobby includes crocheting items for her oncology office and participating in multiple survivor groups. --- - Published: 2025-01-28 - Modified: 2025-01-28 - URL: https://tp4advisors.com/our-team/chris-boster/ Contact UsImplementation Coordinator (513) 489-4874 info@tp4advisors. com Stephen (Chris) Boster dedicated nearly 20 years to serving the Tri-State area as a Deputy Sheriff before discovering his true passion—numbers. Transitioning into accounting, Chris thrived as a Senior Accountant, where he played a key role in month-end closings, bank statement preparation and review, check reconciliations, and supporting accounts receivable and payable functions. With a strong background in leadership, Chris brings a wealth of transferable skills, having held supervisory roles throughout most of his career. His commitment to excellence and attention to detail make him a valuable asset in any financial setting. Outside of work, Chris enjoys staying active with workouts and outdoor adventures. He lives in the Cincinnati area with his wife and four daughters and eagerly anticipates his fourth granddaughter's arrival later this year. In a house full of women, his two dogs, Buddy and Taz, provide a bit of male camaraderie. Chris is also deeply involved in his community, volunteering as a high school football coach at Cincinnati Hills Christian Academy, where he mentors and inspires young athletes. --- - Published: 2025-01-24 - Modified: 2025-08-04 - URL: https://tp4advisors.com/about-us/ Expert Financial GuidanceFor Closely Held BusinessesExpert Financial GuidanceFor Closely Held BusinessesWhat defines us as professionals? TP4 Advisors is a financial advisory firm with over 30 years of experience dedicated to helping business owners achieve their financial goals. Passionate experts Our team is made up of highly qualified professionals with extensive experience in accounting and finance. Personalized approachWe adapt to the specific needs of each business to offer personalized and efficient solutions. Commitment to successA strategic ally for our clients, providing them with the support and advice they need to achieve their goals. Passionate experts Our team is made up of highly qualified professionals with extensive experience in accounting and finance. Personalized approachWe adapt to the specific needs of each business to offer personalized and efficient solutions. Commitment to successA strategic ally for our clients, providing them with the support and advice they need to achieve their goals. Are you a passionate finance professional with a high level of commitment? If you want to be part of a dynamic & constantly growing teamExplore our opportunitiesOur approachAt TP4 Advisors, we believe that the key to financial success is strategic and personalized planning. That's why we focus on: Goal Setting Workshop: We sit down with you to define your financial aspirations, both short- and long-term. Financial Assessment: We conduct a thorough analysis of your current financial situation. Strategic Planning: We develop a personalized plan that incorporates investment strategies, risk management, and tax optimization. Implementation and Monitoring: We guide you through implementing your plan and monitor progress, making adjustments as needed. We’re known for building sustainable financial foundationsProviding demonstrated expertise to achieve your goals. What we doWhat can you expect from our team of experts? Learn how we have helped other business owners achieve their financial goals View success storiesA thorough analysis of your current financial situation. Personalized and strategic advice to make sound financial decisions for your business. A comprehensive action plan to achieve your financial goals. Constant and personalized monitoring to ensure the success of your plan. What People Are Saying “We enlisted TP4 Advisors' services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of the cost of a full-time CFO. We highly recommend their services! ” Kelly Mahan, President, President of Under The Weather "TP4 developed daily metrics reporting... --- - Published: 2025-01-21 - Modified: 2025-01-21 - URL: https://tp4advisors.com/our-team/casey-martin/ Contact UsAccount Manager (513) 489-4874 info@tp4advisors. com Casey brings over 10 years of entrepreneurial experience as a small business owner in the home renovation and property flipping industry. Together with her husband, Mike, she has transformed numerous properties, combining innovative design with meticulous attention to detail while staying within clients’ budgets. In addition to managing renovation projects, Casey oversaw bookkeeping and daily operations, ensuring financial accuracy and operational efficiency. Her dedication to client satisfaction and her ability to deliver exceptional results have earned her a reputation for reliability and creativity. Casey is deeply committed to her family, spending quality time with her husband and their three children. She is also passionate about giving back to the community and actively volunteers with local charities to support families in need. --- - Published: 2025-01-08 - Modified: 2025-01-29 - URL: https://tp4advisors.com/capital/ TP4 Capital PartnersGuiding You to Smarter Financial StrategiesTP4 Capital PartnersGuiding You to Smarter Financial StrategiesFueling Growth, Funding SuccessTP4 Capital at Your ServiceAre you feeling overwhelmed by the challenges of securing the right financing for your business? Whether it’s finding better terms for your line of credit, funding a critical expansion, or navigating the complexities of recapitalizing your balance sheet, achieving your financial goals can feel like an uphill battle. With so many options and potential pitfalls, it can be difficult to know where to start. That’s where TP4 Capital comes in. We specialize in guiding businesses like yours through the maze of financing options, connecting you with strategies and solutions that align with your unique needs and growth ambitions. Our team brings decades of experience in structuring financing that works for you, whether it’s securing favorable loan terms, finding the right capital partners, or obtaining the capital necessary for new ventures. Let us help you unlock the capital you need to move forward with confidence and clarity while saving you valuable time and resources in the process. TP4 CapitalLet us help navigate financing challengesWith TP4 Capital, we understand that time is one of your most valuable resources. With decades of experience navigating the financial landscape, we know how to streamline the process of securing capital, saving you countless hours of research, negotiation, and uncertainty. Our team’s deep expertise allows us to identify the best strategies and connect you with the right partners to meet your unique needs. By leveraging our knowledge and relationships, we help you avoid common pitfalls, secure favorable terms, and focus on what you do best—growing your business. Let TP4’s experience work for you, turning financial obstacles into opportunities for success. Capital Equipment Financing Guide you through securing financing for large equipment or capital projects. Mezzanine Financing Provide strategies to strengthen your balance sheet, accelerate growth, or pay down debt. Real Estate Financing Facilitate financing through lending institutions or private investors to purchase real estate for your business operations. Acquisition Financing Assist in securing financing to acquire new segments or businesses to enhance your portfolio. TP4 Advisors CorrespondentsTP4 Capital Advisors enjoys lengthy and meaningful Correspondent relationships w/ local, regional and national Commercial Banks, CMBS, private debt funds as well as regional and national Life Insurance companies. Local, Regional, & National Commercial BanksCommercial Mortgage-Backed SecuritiesPrivate Debt FundsRegional & National Life Insurance CompaniesWhy Choose TP4 Capital for Financing Guidance?... --- - Published: 2024-12-11 - Modified: 2025-01-29 - URL: https://tp4advisors.com/happinest-brands-thank-you/ Thank You For Choosing UsThank You For Choosing UsThank You {Name (First):1. 3}For submitting your information to TP4 Advisors as part of our collaboration with Happinest Brands Business PartnersWe look forward to helping you to achieve financial success in your business through our variety of accounting services. If you would like additional information sent to you regarding the package offerings available to you as a Happinest Brands Business Partner just click here to visit the information again or contact us. Speak To Our Experts (513) 489-4874 or Request A ConsultationSpeak To Our Experts (513) 489-4874 or Request A Consultation --- - Published: 2024-12-11 - Modified: 2025-01-29 - URL: https://tp4advisors.com/happinest-brands/ Brands Business PartnersPreferred PartnersTake control of your future & enjoy the benefitsBack Office solutions to streamline your operationsTP4 Advisors, in conjunction with Happinest Brands Business Partners, has created a package of services offered at preferred pricing to help you run your business more efficiently and with less stress. Improve Your Operational Efficiency TP4 Advisors removes the stress of your operations and gives you the peace of mind to focus on the growth of your Happinest Brands Business. Request More Information Name(Required) First Last Phone(Required)Email(Required) Name Verification(Required) First Last To reduce the amount of spam submissions please verify your name a second time. Δdocument. getElementById( "ak_js_3" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. We Are Here To HelpWe provide fixed monthly rates – never hourlyTP4 Advisors specializes in accounting, bookkeeping, and CFO Advisory services for business owners, with a focus on enhancing financial stability and supporting growth strategies. Speak To Our Experts (513) 489-4874 or Request A ConsultationSpeak To Our Experts (513) 489-4874 or Request A Consultation Growth Bookkeeping Services Basic bookkeeping services Bank account reconciliations Credit card reconciliations Code and enter expenses into accounting software Income recognition within accounting software Balance sheet reconciliations Generate monthly financial statements Income Statement Balance Sheet Cash Flow Statement Quarterly review of Financial Statements A La Carte Services Available for an additional fee Invoicing and Accounts Receivable TrackingAccounts Payable - Bill payPayroll - Collect time info/submit to payroll providerSpecial Report Generation - As neededMonthly Sales Tax - FilingQuarterly CAT Tax - FilingMonthly Review of Financial StatementsAnnual Budgeting SessionDetailed Quarterly Margin AnalysisHoliday Lighting HeroesWhat’s in it for you? TimeEliminate time-consuming paperworkVisibilityIncreased visibility for management. From bottleneck identification to impact on cash-flowApproval processElimination of paper in the approval processNo more lost documentsComplete audit trail of approvals and processingDocuments Disaster-proof your documents Payables ProcessComplete oversight of Payables Process from anywhereWhat People Are SayingLeave us a reviewSee us on google“We enlisted TP4 Advisors' services a little over a year ago and have been extremely pleased. They have delivered on all of... --- - Published: 2024-12-10 - Modified: 2025-01-29 - URL: https://tp4advisors.com/bookkeeping-linkedin/ Bookkeeping ServicesGet Organized & Stay Compliant with Our Affordable Bookkeeping ServicesBookkeeping ServicesGet Organized & Stay Compliant with Our Affordable Bookkeeping ServicesFocus On What You Do BestLet's Take Care of Your Bookkeeping For You! By outsourcing your bookkeeping to TP4 Advisors, you're not just saving time and money; you're also freeing up valuable resources to focus on what you do best—growing your business. So why wait? Take the first step towards financial freedom and success with TP4 Advisors today. Cost Savings By entrusting your bookkeeping tasks to TP4 Advisors, you can say goodbye to the overhead costs associated with maintaining an in-house accounting department. Our efficient and streamlined processes translate into significant cost savings for your business, allowing you to allocate resources where they're needed most. Expertise With TP4 Advisors, you gain access to a team of skilled professionals who specialize in bookkeeping and financial management. Our experts possess a deep understanding of accounting principles and stay abreast of the latest regulations and best practices. By leveraging their expertise, you can ensure that your financial records are accurate, compliant, and optimized for maximum efficiency. Scalability As your business grows, so do your bookkeeping needs. With TP4 Advisors, scalability is never an issue. Whether you're adding new clients, expanding into new markets, or diversifying your product offerings, our flexible solutions can easily adapt to accommodate your evolving requirements. Say goodbye to the constraints of traditional accounting systems and embrace the freedom to scale your business without limitations. Peace of Mind With TP4 Advisors handling your bookkeeping, you can rest easy knowing that your financial affairs are in capable hands. Our rigorous quality control measures and commitment to accuracy ensure that your records are always reliable and up-to-date. Say goodbye to sleepless nights spent worrying about tax deadlines or compliance issues and hello to peace of mind. Unlock Your Bookkeeping Plan! Name(Required) First Last Email(Required) Phone(Required)Company Name(Required) Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_4" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the... --- - Published: 2024-11-26 - Modified: 2025-01-29 - URL: https://tp4advisors.com/lawn-doctor/ Lawn Doctor Preferred PartnersLawn Doctor Preferred PartnersTake control of your future & enjoy the benefitsBack Office solutions to streamline your operationsTP4 Advisors, in conjunction with Lawn Doctor Business Partners, has created a variety of Bookkeeping, Controller, and CFO Service packages to help you run your business more efficiently and with less stress. Improve Your Operational Efficiency TP4 Advisors removes the stress of your operations and gives you the peace of mind to focus on the growth of your Lawn Doctor business. Request More Information Name(Required) First Last Phone(Required)Email(Required) Name Verification(Required) First Last To reduce the amount of spam submissions please verify your name a second time. Δdocument. getElementById( "ak_js_5" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. We Are Here To HelpWe provide fixed monthly rates – never hourlyTP4 Advisors specializes in accounting, bookkeeping, and CFO Advisory services for business owners, with a focus on enhancing financial stability and supporting growth strategies. $340 a month for $0 - $500k in monthly revenue $385 a month for $500 - $750k in monthly revenue $430 a month for $750 - $1 million in monthly revenue Custom pricing for $1 million+ in monthly revenue Growth Bookkeeping Services Basic bookkeeping services Bank account reconciliations Credit card reconciliations Code and enter expenses into accounting software Income recognition within accounting software Balance sheet reconciliations Generate monthly financial statements Income Statement Balance Sheet Cash Flow Statement Quarterly review of Financial Statements A La Carte Services Available for additional fee Invoicing and Accounts Receivable TrackingAccounts Payable - Bill pay Payroll Administration Special Report Generation - As neededMonthly Sales Tax - FilingQuarterly CAT Tax - FilingMonthly Review of Financial StatementsAnnual Budgeting SessionDetailed Quarterly Margin AnalysisHoliday Lighting HeroesWhat’s in it for you? TimeEliminate time-consuming paperworkVisibilityIncreased visibility for management. From bottleneck identification to impact on cash-flowApproval processElimination of paper in the approval processNo more lost documentsComplete audit trail of approvals and processingDocuments Disaster-proof your documents Payables ProcessComplete oversight of Payables Process from anywhereMark A. RogerPreferred Partner RepresentativeMark A. RogerBusiness Development Executive (513) 489-4874 (317)... --- - Published: 2024-11-22 - Modified: 2025-01-29 - URL: https://tp4advisors.com/lawn-doctor-thank-you/ Thank You For Choosing UsThank You For Choosing UsThank You {Name (First):1. 3}For submitting your information to TP4 Advisors as part of our collaboration with Lawn Doctor Business PartnersWe look forward to helping you to achieve financial success in your business through our variety of accounting services. If you would like additional information sent to you regarding the package offerings available to you as a Lawn Doctors Business Partner just click here to visit the information again or contact us. Speak To Our Experts (513) 489-4874 or Request A ConsultationSpeak To Our Experts (513) 489-4874 or Request A Consultation --- - Published: 2024-11-01 - Modified: 2024-11-01 - URL: https://tp4advisors.com/our-team/aidan-von-gunten/ Contact UsFinancial Analyst Intern (513) 489-4874 info@tp4advisors. com Aidan Von Gunten is a driven finance and business professional, currently completing a Bachelor’s degree in Business Economics with a Finance minor at the University of Cincinnati’s Carl H. Lindner College of Business. He serves as a Financial Analyst Intern at TP4, where he applies his analytical skills and strategic thinking to support financial initiatives. Previously, Aidan interned at Marathon Petroleum, gaining valuable experience in market strategy, project management, and supply chain management. In this role, he contributed to high-impact projects focused on research, procurement optimization, and data automation. Originally from a suburb of Cleveland, Ohio, Aidan graduated from Firelands High School. --- - Published: 2024-09-16 - Modified: 2024-09-16 - URL: https://tp4advisors.com/careers/business-development-executive-application/ TP4 Advisors Application for EmploymentBusiness Development Executive ApplicationTP4 Advisors Application for EmploymentBusiness Development Executive ApplicationJoin TP4 Advisors and become part of our team dedicated to delivering exceptional financial services to our clients. General InformationName(Required) First Last Other Names UsedAddress(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Phone(Required)Email(Required) Resume/Cover Letter Upload(Required) Drop files here or Select files Max. file size: 10 MB. Are you 18 years of age or older? (Required) Yes No Are you legally authorized to work in the U. S. for any employer? (Required) Yes No Position InformationPosition applying for(Required)Start date available MM slash DD slash YYYY Desired compensationHourly or Annually? Hourly Annually Do you prefer Full-time Part-time If part-time, hours per week desiredHours you are available to workDay available to work Monday Tuesday Wednesday Thursday Friday Saturday Sunday Are you able to work any of the following? Weekends Holidays Overtime How often can you travel? (if required) None up to 10% up to 25% up to 50% up to 75% 100% Do you have any friends and/or relatives working for this company? Yes No If yes, please provide name(s) and relationship(s)How did you learn about this opening? Work Experience BackgroundHave you previously worked for TP4? Yes No If yes what was your position, start date, and end date? Have you ever been involuntarily terminated or asked to resign from any job? Yes No If yes, please explainWork ExperiencePlease list all previous employment for the prior ten (10) years, beginning with the most recent. Please account for all time periods including unemployment, self-employment and military service. (Attach another document if needed)EmployerPhoneStart Date MM slash DD slash YYYY End Date MM slash DD slash YYYY PositionMay we contact? Yes No Reason for leaving? Supervisor's Name and TitleDescription of DutiesEmployerPhoneStart Date MM slash DD slash YYYY End Date MM slash DD slash YYYY PositionMay we contact? Yes No Reason for leaving? Supervisor's Name and TitleDescription of DutiesEmployerPhoneStart Date MM slash DD slash YYYY End Date MM slash DD slash YYYY PositionMay we contact? Yes No Reason for leaving? Supervisor's Name and TitleDescription of DutiesEducationHighest level completed High School/GED Technical School Associates Bachelors Masters PhD Course of StudyOther education, certifications, training, or special skillsProfessional ReferencesIdentify three persons who know your work, beginning with the most recent. NamePhoneEmail Position or TitleCompanyYears KnownNamePhoneEmail Position or TitleCompanyYears KnownNamePhoneEmail Position or TitleCompanyYears KnownAuthorization and AcknowledgementsI understand that... --- - Published: 2024-09-09 - Modified: 2025-07-01 - URL: https://tp4advisors.com/careers/bookkeeping-specialist-intern/ Bookkeeping Specialist InternBookkeeping Specialist InternJoin our Team! TP4 Advisors – Bookkeeping Specialist InternWe are offering an exciting opportunity for a detail-oriented and motivated individual to join us as a Bookkeeping Specialist Intern. This internship will provide hands-on experience in bookkeeping and accounting processes and exposure to the financial services industry. Responsibilities Assist in recording financial transactions, including accounts payable, accounts receivable, and payroll entries. Support the maintenance of accurate and up-to-date general ledger accounts. Assist in reconciling bank statements, credit card transactions, and other financial records. Aid in the preparation and processing of invoices, bills, and expense reports. Assist in preparing financial statements, reports, and analyses as needed. Collaborate with team members to resolve accounting issues and discrepancies. Assist in special projects and initiatives as assigned by supervisors. Core competencies Attention to Detail Meticulous with a focus on accuracy and precision in bookkeeping tasks. Time Management Ability to prioritize tasks and manage time effectively to meet deadlines. Communication Strong verbal and written communication skills for effective interaction with team members. Problem-Solving Ability to identify and address issues in financial records. Adaptability Flexible in responding to changing priorities and tasks. Integrity Commitment to ethical conduct and confidentiality in handling financial information. Teamwork Ability to collaborate effectively with others to achieve common goals. Minimum RequirementsPursuing a degree in Accounting, Finance, Business Administration, or related field. Interest in pursuing a career in accounting or finance. Strong analytical skills and attention to detail. Proficiency in Microsoft Excel and other MS Office applications preferred. Ability to work independently and as part of a team. Strong organizational and time management skills. Join TP4 Advisors & contribute your expertise to our teamJoin TP4 Advisors & contribute your expertise to our teamof professionals dedicated to delivering exceptional financial servicesIf you are a motivated and experienced accounting professional looking for a challenging and rewarding opportunity, we invite you to apply with us today. of professionals dedicated to delivering exceptional financial servicesIf you are a motivated and experienced accounting professional looking for a challenging and rewarding opportunity, we invite you to apply today. Apply today --- - Published: 2024-09-08 - Modified: 2024-09-08 - URL: https://tp4advisors.com/our-team/abigail-fries/ Contact UsBookkeeping Specialist (513) 489-4874 info@tp4advisors. com Abigail brings five years of experience in the logistics and transportation industry, honed through her roles at DHL. During her tenure at DHL, she gained expertise in accounts payable and receivable, financial reporting, and served as a Senior Business Data Analyst. She earned her bachelor’s degree from Miami University, majoring in Marketing with minors in Accountancy and Interactive Media Studies. Outside of work, Abigail enjoys spending time with her husband and their one-year-old son. She has a passion for travel, playing pickleball, and outdoor activities. --- - Published: 2024-09-08 - Modified: 2024-09-08 - URL: https://tp4advisors.com/our-team/aubre-peters/ Contact UsBookkeeping Specialist (513) 489-4874 info@tp4advisors. com Aubre Peters joins the TP4 Advisors team with over 15 years of experience in Customer Service. She has further developed her skills within the medical field, holding positions as a Chiropractic Assistant and an HR Benefits Coordinator at a corporate headquarters. Aubre is a dedicated mother to her daughter and a proud dog mom to a Rottweiler/Coonhound named Esther. She and her family enjoy spending time outdoors on rivers and lakes, swimming, hiking, fishing, playing softball, basketball, or riding 4-wheelers. Sunshine and outdoor activities are their favorites. Aubre is also a worship team member and loves to sing and dance with her daughter while cooking homemade meals from scratch. She actively pursues natural wellness, embracing a homestead approach to her humble lifestyle. --- - Published: 2024-08-29 - Modified: 2025-01-29 - URL: https://tp4advisors.com/architecture-engineering-businesses/ Accounting & Bookkeeping Services for Architecture & Engineering BusinessesGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting & Bookkeeping Services for Architecture & Engineering BusinessesGet Organized & Stay Compliant with Our Affordable Accounting ServicesTP4 Advisors Accounting & Booking Services for Architecture & Engineering BusinessesLet us take some weight off your shouldersWe're passionate about empowering Architecture & engineering businesses so they thrive. Our talented team of experienced professionals can handle all your financial needs. With a wealth of expertise, TP4 Advisors is well-equipped to fulfill your accounting needs, ensuring your business has support to grow and thrive in today's competitive market. We are committed to providing comprehensive solutions tailored to empower your business. Accounting Services Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Financial Reporting Clear and concise financial reports with TP4 Advisors will provide the metrics you need to make informed decisions about your business. Bookkeeping Services Bank Reconciliation We reconcile your bank statements to ensure that your financial records are accurate. Meticulous Recording & Organization We ensure meticulous recording and organization of daily financial activities, including purchases, sales, receipts, and payments. Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Ready to simplify your architecture & engineering business's financial management? Entrust your financial tasks to TP4, and take the first step towards focusing more on what truly matters—growing your company and achieving your vision. Let's work together to ensure your financial foundation is as strong and resilient as your ambition. Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_8" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ Accounting &... --- - Published: 2024-08-29 - Modified: 2025-01-29 - URL: https://tp4advisors.com/real-estate-service-businesses/ Accounting & Bookkeeping Services for Real Estate Service BusinessesGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting & Bookkeeping Services for Real Estate Service BusinessesGet Organized & Stay Compliant with Our Affordable Accounting ServicesTP4 Advisors Accounting & Booking Services for Real Estate Service BusinessesLet us take some weight off your shouldersWe're passionate about empowering real estate businesses so they thrive. Our talented team of experienced professionals can handle all your financial needs. With a wealth of expertise, TP4 Advisors is well-equipped to fulfill your accounting needs, ensuring your business has support to grow and thrive in today's competitive market. We are committed to providing comprehensive solutions tailored to empower your business. Accounting Services Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Financial Reporting Clear and concise financial reports with TP4 Advisors will provide the metrics you need to make informed decisions about your business. Bookkeeping Services Bank Reconciliation We reconcile your bank statements to ensure that your financial records are accurate. Meticulous Recording & Organization We ensure meticulous recording and organization of daily financial activities, including purchases, sales, receipts, and payments. Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Ready to simplify your real estate service business's financial management? Entrust your financial tasks to TP4, and take the first step towards focusing more on what truly matters—growing your real estate service business and achieving your vision. Let's work together to ensure your financial foundation is as strong and resilient as your ambition. Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_10" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */... --- - Published: 2024-08-29 - Modified: 2025-01-29 - URL: https://tp4advisors.com/small-medium-businesses/ Accounting & Bookkeeping Services for Small & Medium BusinessesGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting & Bookkeeping Services for Small & Medium BusinessesGet Organized & Stay Compliant with Our Affordable Accounting ServicesTP4 Advisors Accounting & Booking Services for Businesses of All SizesLet us take some weight off your shouldersWe're passionate about empowering businesses so they thrive, no matter their size! Our talented team of experienced professionals can handle all your financial needs. With a wealth of expertise, TP4 Advisors is well-equipped to fulfill your accounting needs, ensuring your small or medium-sized business has support to grow and thrive in today's competitive market. We are committed to providing comprehensive solutions tailored to empower your business. Accounting Services Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Financial Reporting Clear and concise financial reports with TP4 Advisors will provide the metrics you need to make informed decisions about your business. Bookkeeping Services Bank Reconciliation We reconcile your bank statements to ensure that your financial records are accurate. Meticulous Recording & Organization We ensure meticulous recording and organization of daily financial activities, including purchases, sales, receipts, and payments. Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Ready to simplify your business's financial management? Entrust your financial tasks to TP4, and take the first step towards focusing more on what truly matters—growing your businesses and achieving your vision. Let's work together to ensure your financial foundation is as strong and resilient as your ambition. Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_9" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ Accounting... --- - Published: 2024-08-29 - Modified: 2025-01-29 - URL: https://tp4advisors.com/medical-practices/ Accounting & Bookkeeping Services for Medical PracticesGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting & Bookkeeping Services for Medical PracticesGet Organized & Stay Compliant with Our Affordable Accounting ServicesTP4 Advisors Accounting & Booking Services for Medical PracticesLet us take some weight off your shouldersWe're passionate about empowering medical practices so they thrive. Our talented team of experienced professionals can handle all your financial needs. With a wealth of expertise, TP4 Advisors is well-equipped to fulfill your accounting needs, ensuring your business has support to grow and thrive in today's competitive market. We are committed to providing comprehensive solutions tailored to empower your practice. Accounting Services Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Financial Reporting Clear and concise financial reports with TP4 Advisors will provide the metrics you need to make informed decisions about your business. Bookkeeping Services Bank Reconciliation We reconcile your bank statements to ensure that your financial records are accurate. Meticulous Recording & Organization We ensure meticulous recording and organization of daily financial activities, including purchases, sales, receipts, and payments. Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Ready to simplify your medical practice's financial management? Entrust your financial tasks to TP4, and take the first step towards focusing more on what truly matters—growing your practice and achieving your vision. Let's work together to ensure your financial foundation is as strong and resilient as your ambition. Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_7" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ Accounting & Bookkeeping BenefitsDocumentation Many businesses struggle with maintaining accurate and organized... --- - Published: 2024-08-29 - Modified: 2025-01-29 - URL: https://tp4advisors.com/manufacturing/ Accounting & Bookkeeping Services for ManufacturersGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting & Bookkeeping Services for ManufacturersGet Organized & Stay Compliant with Our Affordable Accounting ServicesTP4 Advisors Accounting & Booking Services for ManufacturersLet us take some weight off your shouldersWe're passionate about empowering manufacturers so they thrive. Our talented team of experienced professionals can handle all your financial needs. With a wealth of expertise, TP4 Advisors is well-equipped to fulfill your accounting needs, ensuring your manufacturing business has support to grow and thrive in today's competitive market. We are committed to providing comprehensive solutions tailored to empower your business. Accounting Services Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Financial Reporting Clear and concise financial reports with TP4 Advisors will provide the metrics you need to make informed decisions about your business. Bookkeeping Services Bank Reconciliation We reconcile your bank statements to ensure that your financial records are accurate. Meticulous Recording & Organization We ensure meticulous recording and organization of daily financial activities, including purchases, sales, receipts, and payments. Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Ready to simplify your manufacturing business's financial management? Entrust your financial tasks to TP4, and take the first step towards focusing more on what truly matters—growing your business and achieving your vision. Let's work together to ensure your financial foundation is as strong and resilient as your ambition. Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_11" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ Accounting & Bookkeeping BenefitsDocumentation Many businesses struggle with maintaining accurate and organized financial records. TP4... --- - Published: 2024-08-29 - Modified: 2025-01-29 - URL: https://tp4advisors.com/skilled-trades/ Accounting & Bookkeeping Services for Skilled Trade CompaniesGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting & Bookkeeping Services for Skilled Trade CompaniesGet Organized & Stay Compliant with Our Affordable Accounting ServicesTP4 Advisors Accounting & Booking Services for Skilled Trade CompaniesLet us take some weight off your shouldersWe're passionate about empowering skilled trade companies so they can thrive. Our talented team of experienced professionals can handle all your financial needs. With a wealth of expertise, TP4 Advisors is well-equipped to fulfill your accounting needs, ensuring your skilled trade business has the proper support to grow and excel in today's competitive market. We are committed to providing comprehensive solutions tailored to empower your business. Accounting Services Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Financial Reporting Clear and concise financial reports with TP4 Advisors will provide the metrics you need to make informed decisions about your business. Bookkeeping Services Bank Reconciliation We reconcile your bank statements to ensure that your financial records are accurate. Meticulous Recording & Organization We ensure meticulous recording and organization of daily financial activities, including purchases, sales, receipts, and payments. Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Ready to simplify your Skilled Trades financial management? Entrust your financial tasks to TP4, and take the first step towards focusing more on what truly matters—growing your business and achieving your vision. Let's work together to ensure your financial foundation is as strong and resilient as your ambition. Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_13" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ Accounting & Bookkeeping... --- - Published: 2024-08-29 - Modified: 2025-01-29 - URL: https://tp4advisors.com/professional-services/ Accounting & Bookkeeping Services for Professional Service BusinessesGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting & Bookkeeping Services for Professional Service BusinessesGet Organized & Stay Compliant with Our Affordable Accounting ServicesTP4 Advisors Accounting & Booking Services for Professional Service BusinessesLet us take some weight off your shouldersWe're passionate about empowering professional services so they thrive. Our talented team of experienced professionals can handle all your financial needs. With a wealth of expertise, TP4 Advisors is well-equipped to fulfill your accounting needs, ensuring your business has support to grow and thrive in today's competitive market. We are committed to providing comprehensive solutions tailored to empower your business. Accounting Services Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Financial Reporting Clear and concise financial reports with TP4 Advisors will provide the metrics you need to make informed decisions about your business. Bookkeeping Services Bank Reconciliation We reconcile your bank statements to ensure that your financial records are accurate. Meticulous Recording & Organization We ensure meticulous recording and organization of daily financial activities, including purchases, sales, receipts, and payments. Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Ready to simplify your professional service business's financial management? Entrust your financial tasks to TP4, and take the first step towards focusing more on what truly matters—growing your professional service and achieving your vision. Let's work together to ensure your financial foundation is as strong and resilient as your ambition. Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_12" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ Accounting & Bookkeeping BenefitsDocumentation Many businesses struggle... --- - Published: 2024-08-28 - Modified: 2025-01-29 - URL: https://tp4advisors.com/thank-you/ Thank You For Choosing UsThank You For Choosing UsThank You {Name (First):1. 3}For submitting your information to TP4 Advisors as part of our collaboration with businesses all over we look forward to being able to help you grow. We look forward to helping you to achieve the financial success in your business through our variety of accounting services. Our packages to aid you in running your business more efficiently and with less stress. If you would like additional information sent to you regarding package offerings available to you just click here to visit the information again or contact us Speak To Our Experts (513) 489-4874 or Request A ConsultationSpeak To Our Experts (513) 489-4874 or Request A Consultation --- - Published: 2024-08-27 - Modified: 2025-01-29 - URL: https://tp4advisors.com/non-profit/ Accounting & Bookkeeping Services for Non-ProfitsGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting & Bookkeeping Services for Construction CompaniesGet Organized & Stay Compliant with Our Affordable Accounting ServicesTP4 Advisors Accounting & Booking Services for Non-ProfitsLet us take some weight off your shouldersWe're passionate about empowering non-profits so they thrive. Our talented team of experienced professionals can handle all your financial needs. With a wealth of expertise, TP4 Advisors is well-equipped to fulfill your accounting needs, ensuring your non-profit has support to grow and thrive in today's competitive market. We are committed to providing comprehensive solutions tailored to empower your organization. Accounting Services Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Financial Reporting Clear and concise financial reports with TP4 Advisors will provide the metrics you need to make informed decisions about your business. Bookkeeping Services Bank Reconciliation We reconcile your bank statements to ensure that your financial records are accurate. Meticulous Recording & Organization We ensure meticulous recording and organization of daily financial activities, including purchases, sales, receipts, and payments. Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Ready to simplify your Non-Profit financial management? Entrust your financial tasks to TP4, and take the first step towards focusing more on what truly matters—growing your organization and achieving your vision. Let's work together to ensure your financial foundation is as strong and resilient as your ambition. Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_14" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ Accounting & Bookkeeping BenefitsDocumentation Many businesses struggle with maintaining accurate and organized financial records. TP4 Advisors... --- - Published: 2024-08-26 - Modified: 2025-03-03 - URL: https://tp4advisors.com/industries/ Empowering Your Industry to ThriveDiscover how TP4 Advisors can elevate your businessEmpowering Your Industry to ThriveDiscover how TP4 Advisors can elevate your businessExplore TP4 Advisors Solutions Designed for Different IndustriesMedical PracticesOur healthcare experts help you navigate regulations, improve patient care, and boost operational efficiency. Read MoreConstruction We offer planning, risk management & operational efficiency services to help you build a successful future. Read MoreFranchise Accounting Services Let us help you run your franchise business with more efficiency and less stress. Read MoreManufacturing Our experts help you innovate, streamline & boost productivity to stay competitive. Read MoreNon-Profit Empower your non-profit organization with strategic planning, fundraising, and operational supportRead MoreSkilled TradesElevate your skilled trades business with business planning, risk management, and financial guidance. Read MoreProfessional ServicesWe offer tailored strategies for growth, client management & operational excellence. Read MoreReal EstateMaximize your real estate investments with strategic planning, market analysis, & operational support. Read MoreSmall & Medium Businesses Propel your small or medium business to new heights with tailored solutions for growth, financial management. Read MoreLaw FirmsStrengthen your law firm with client management & operational support to help you succeed. Read MoreArchitecture & Engineering We offer tailored strategies for project management, innovation, and operational excellence. Read MorePassionate - Dedicated - Professional Why TP4 advisors? At TP4 Advisors, we understand that every industry faces unique challenges. That’s why we offer specialized advisory services tailored to meet the specific needs of your sector. Whether you’re navigating regulatory hurdles in healthcare or optimizing operations in manufacturing, our experts are here to guide you to success. Strategic Expertise: Gain tailored insights to navigate industry-specific challenges and seize growth opportunities. Operational Efficiency: Streamline processes and reduce costs with expert guidance and proven strategies. Risk Management: Identify and mitigate potential risks to safeguard your business and ensure long-term success. Financial Optimization: Enhance financial performance with precise planning and effective resource allocation. Level Up Your BusinessYou deserve a successful business TP4 Advisors streamlines your financial processes to help you make better business decisions with better information. Keeping your books current and increasing your efficiency, all while reducing your overhead costs. Sounds too good to be true, we know. Luckily, we’re not the lying type. Schedule a consultation Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to... --- - Published: 2024-08-26 - Modified: 2025-01-29 - URL: https://tp4advisors.com/construction-company/ Accounting & Bookkeeping Services for Construction CompaniesGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting & Bookkeeping Services for Construction CompaniesGet Organized & Stay Compliant with Our Affordable Accounting ServicesTP4 Advisors Accounting & Booking Services for Construction CompaniesLet us take some weight off your shouldersWe're passionate about empowering construction companies so they thrive. Our talented team of experienced professionals can handle all your financial needs. With a wealth of expertise, TP4 Advisors is well-equipped to fulfill your accounting needs, ensuring your construction business has support to grow and thrive in today's competitive market. We are committed to providing comprehensive solutions tailored to empower your business. Accounting Services Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Financial Reporting Clear and concise financial reports with TP4 Advisors will provide the metrics you need to make informed decisions about your business. Bookkeeping Services Bank Reconciliation We reconcile your bank statements to ensure that your financial records are accurate. Meticulous Recording & Organization We ensure meticulous recording and organization of daily financial activities, including purchases, sales, receipts, and payments. Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Ready to simplify your Construction Company's financial management? Entrust your financial tasks to TP4, and take the first step towards focusing more on what truly matters—growing your business and achieving your vision. Let's work together to ensure your financial foundation is as strong and resilient as your ambition. Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_15" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ Accounting & Bookkeeping BenefitsDocumentation Many businesses struggle with maintaining accurate and... --- - Published: 2024-08-22 - Modified: 2025-01-29 - URL: https://tp4advisors.com/law-firms/ Accounting & Bookkeeping Services for Law FirmsGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting & Bookkeeping Services for Law FirmsGet Organized & Stay Compliant with Our Affordable Accounting ServicesTP4 Advisors Accounting & Booking Services for Law FirmsLet us take some weight off your shouldersWe're passionate about empowering law firms so they thrive. Our talented team of experienced professionals can handle all your financial needs. With a wealth of expertise, TP4 Advisors is well-equipped to fulfill your accounting needs, ensuring your business has support to grow and thrive in today's competitive market. We are committed to providing comprehensive solutions tailored to empower your business. Accounting Services Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Financial Reporting Clear and concise financial reports with TP4 Advisors will provide the metrics you need to make informed decisions about your business. Bookkeeping Services Bank Reconciliation We reconcile your bank statements to ensure that your financial records are accurate. Meticulous Recording & Organization We ensure meticulous recording and organization of daily financial activities, including purchases, sales, receipts, and payments. Payroll Administration Streamline your payroll processing with our solutions. Let us handle the details while you focus on what matters. Whether you have a small team or a large workforce, we’ve got you covered! Ready to simplify your law firm's financial management? Entrust your financial tasks to TP4, and take the first step towards focusing more on what truly matters—growing your law firm and achieving your vision. Let's work together to ensure your financial foundation is as strong and resilient as your ambition. Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_17" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ Accounting & Bookkeeping BenefitsDocumentation Many businesses struggle with maintaining accurate and... --- - Published: 2024-08-21 - Modified: 2025-07-01 - URL: https://tp4advisors.com/tampa/ Sun, Sand, and SuccessOur Tampa Office Shines BrightSun, Sand, and SuccessOur Tampa Office Shines BrightReady to make waves? Thank you for your interest in TP4 Advisors! Please fill out this form and we will respond as soon as we can. 100 S. Ashley Dr. , Suite 600, Tampa, FL TP4 Advisors, FL8180 Corporate Park Dr. Suite #245 Cincinnati, OH 45242Start Your Financial Transformation Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_21" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. What People Are Saying “We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of the cost of a full-time CFO. We highly recommend their services! ” Kelly Mahan, President, Under The Weather “TP4 developed daily metrics reporting that allowed Busken to measure revenue and key costs components that drive profitable growth. TP4 was also instrumental in streamlining our accounts payable via their one-touch payable process and enhanced our inventory controls to monitor and track materials. TP4’s leadership and guidance has had an incredible impact on our business! ” Dan Busken, President & CEO, Busken Bakery “The TP4 team was great to work with. They made the process of getting CoreBridge and QuickBooks setup incredibly easy by getting an understanding of how I’d be running my business to completing all the necessary steps in a very timely manner. I’d highly recommend working with them. ” Matias Wigozki, Boston Signs and GraphicsLeave us a reviewSee us on google --- - Published: 2024-08-21 - Modified: 2024-08-21 - URL: https://tp4advisors.com/cincinnati/ Skyline Views and Sky High StrategyOur Cincinnati Office Bridges BusinessesSkyline Views and Sky High StrategyOur Cincinnati Office Bridges BusinessesReady to get royalty ready? Thank you for your interest in TP4 Advisors! Please fill out this form and we will respond as soon as we can. 8180 Corporate Park Dr. , Suite 245, Cincinnati, OH TP4 Advisors, OH8180 Corporate Park Dr. Suite #245 Cincinnati, OH 45242Start Your Financial Transformation Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_20" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. What People Are Saying “We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of the cost of a full-time CFO. We highly recommend their services! ” Kelly Mahan, President, Under The Weather “TP4 developed daily metrics reporting that allowed Busken to measure revenue and key costs components that drive profitable growth. TP4 was also instrumental in streamlining our accounts payable via their one-touch payable process and enhanced our inventory controls to monitor and track materials. TP4’s leadership and guidance has had an incredible impact on our business! ” Dan Busken, President & CEO, Busken Bakery “The TP4 team was great to work with. They made the process of getting CoreBridge and QuickBooks setup incredibly easy by getting an understanding of how I’d be running my business to completing all the necessary steps in a very timely manner. I’d highly recommend working with them. ” Matias Wigozki, Boston Signs and GraphicsLeave us a reviewSee us on google --- - Published: 2024-08-21 - Modified: 2024-08-28 - URL: https://tp4advisors.com/indianapolis/ Revving Up and Ready to RollOur Indianapolis Office Helps you Race to SuccessRevving Up and Ready to RollOur Indianapolis Office Helps you Race to SuccessReady to shift into high gear? Thank you for your interest in TP4 Advisors! Please fill out this form and we will respond as soon as we can. 550 Congressional Blvd. Suite 350-53, Carmel, IN TP4 Advisors, IN8180 Corporate Park Dr. Suite #245 Cincinnati, OH 45242Start Your Financial Transformation Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_18" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. What People Are Saying “We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of the cost of a full-time CFO. We highly recommend their services! ” Kelly Mahan, President, Under The Weather “TP4 developed daily metrics reporting that allowed Busken to measure revenue and key costs components that drive profitable growth. TP4 was also instrumental in streamlining our accounts payable via their one-touch payable process and enhanced our inventory controls to monitor and track materials. TP4’s leadership and guidance has had an incredible impact on our business! ” Dan Busken, President & CEO, Busken Bakery “The TP4 team was great to work with. They made the process of getting CoreBridge and QuickBooks setup incredibly easy by getting an understanding of how I’d be running my business to completing all the necessary steps in a very timely manner. I’d highly recommend working with them. ” Matias Wigozki, Boston Signs and GraphicsLeave us a reviewSee us on google --- - Published: 2024-08-19 - Modified: 2024-10-01 - URL: https://tp4advisors.com/careers/business-development-executive/ Business Development ExecutiveBusiness Development ExecutiveJoin our Team! TP4 Advisors – Business Development ExecutiveAs a Business Development Executive at TP4 Advisors, Inc. , your primary responsibility will be to drive revenue growth and expand the company’s back-office accounting, controller, and CFO client base. You will report directly to the Director of Business Development to create and implement strategies that will achieve business objectives. Responsibilities Maintains and grows a profitable book of business through disciplined and proactive business development and relationship management. Highly focused on our target client profile; understands their financial needs and effectively communicates our value proposition. Develops an in-depth knowledge of TP4 products and services. Analyzes the needs of clients and prospects to effectively recommend appropriate products or services. Attains established TP4 production goals through active participation in the sales management process. Participates in marketplace events and networking activities to increase awareness and presence on TP4 in the community. Leverages TP4’s CRM. Develop and implement a comprehensive business development plan that aligns with the firm’s goals and objectives, including identifying new business opportunities, generating leads, and cultivating relationships with potential clients. Conduct market research to identify potential new clients and market trends that could impact the firm’s business growth and expansion. Collaborate with the marketing team to develop and execute effective marketing campaigns and programs that promote the firm’s services to potential clients. Build and maintain relationships with key decision-makers in potential client organizations, including developing proposals and managing the sales process from start to finish. Coordinate with the firm’s care team to ensure that new clients are onboarded effectively. Attend industry events and conferences to stay up to date with the market trends and identify potential business opportunities. Proposal / Engagement Letter / Statement of Work Generation Effectively identifies key risk factors associated with business opportunities and clearly articulates a thorough recommendation. Prepares presentations and participates in the proposal process. Structures and negotiates terms, and effectively documents actions and agreements. Ensures that all engagements are documented completely. Coordinate client onboarding with the client implementation team. Core competencies Business Acumen Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company’s business; ability to apply this knowledge appropriately to diverse situations. Decision-Making and Critical Thinking Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive solutions. Effective Communications... --- - Published: 2024-08-08 - Modified: 2025-03-13 - URL: https://tp4advisors.com/our-team/amy-studt/ Contact UsController Specialist (513) 489-4874 info@tp4advisors. com Amy brings over 20 years of accounting experience to TP4, including her time in public accounting and her most recent role as the Accounting Director for a local brewery. Her expertise spans all aspects of accounting, including financial statement preparation, account reconciliation, cash management, payroll, accounts receivable (A/R), accounts payable (A/P), and team management. She has also successfully administered 401(k) and ESOP plans. Amy earned her bachelor’s degree in accounting, with a minor in accounting, from the University of Cincinnati. Born, raised, and currently residing in Cincinnati, she began and spent much of her career with a well-respected regional accounting firm. In her free time, Amy enjoys spending time with her husband and daughter, traveling, and tackling small DIY home projects. --- - Published: 2024-07-29 - Modified: 2024-07-29 - URL: https://tp4advisors.com/our-team/christian-collins/ Contact UsBookkeeping Specialist (513) 489-4874 info@tp4advisors. com Christian Collins shares 14 years of management experience, covering project management, retail management, office management, and restaurant management roles. In her previous position, she handled accounts payable and receivable, payroll, marketing, and sales for 12 years. Christian has a passion for nature and animals. She enjoys playing recreational volleyball in her free time and is currently learning to play the acoustic guitar. As a social butterfly, she loves exploring new places and meeting new people. --- - Published: 2024-07-15 - Modified: 2025-08-04 - URL: https://tp4advisors.com/our-team/mark-a-roger/ Schedule a ConsultationBusiness Development Executive (513) 489-4874 (317) 513-3670 mark. roger@tp4advisors. com Mark A. Roger is a high-performing professional with over three decades of experience in leadership and business advocacy. He excels in data-driven decision-making and building long-term relationships with stakeholders, from small businesses to large corporations. Since 1993, he has been a business consultant and franchise expert, a small business owner since 2004, and a community economic advocate since 2018. Mark's expertise includes business funding, finance, entrepreneurship, strategy, and organizational change. He is known for his team-building skills, community engagement, and proficiency in personnel management, problem resolution, data analysis, and accounting compliance. He has a successful track record in sales leadership and national sales strategy. As the Executive Director of the SOURCE Entrepreneurship Center, Mark collaborates with Indiana University's Kelley School of Business to secure funding and engage communities. He leads the Entrepreneurship Indianapolis and Entrepreneurship Carmel series, focusing on business funding, entrepreneurship, due diligence, and economic growth. Certified as a Myers-Briggs instructor, Mark is also a notable blogger and speaker on board governance, economic development, leadership development, and servant leadership. Mark's extensive background and dedication to supporting start-ups and small businesses make him an invaluable partner for businesses seeking financial stability and success. --- - Published: 2024-07-02 - Modified: 2024-08-13 - URL: https://tp4advisors.com/our-team/mark-bugajski/ Contact UsCFO Advisor (513) 489-4874 info@tp4advisors. com Mark Bugajski brings over 30 years of finance and business experience to TP4. He has held roles as CFO and Controller, among numerous financial positions, as well as that of small business owner. Mark’s career began with a strong focus on accounting and bookkeeping, where he developed expertise in financial reporting, account reconciliation, and cash-flow management. His experience in these areas has been pivotal in his ability to oversee complex financial operations. Throughout his roles at Ford Motor Company and Tier 1 Automotive Suppliers, Mark expanded his financial expertise, particularly in manufacturing, operations, and engineering/product development. He has consistently applied his accounting background to drive financial accuracy, cost control, and regulatory compliance. Mark is a collaborative leader comfortable working in businesses small to large. His skills include strategic business planning, P&L management, budgeting, forecasting, reporting, analysis, cost control, and treasury functions. He has demonstrated accomplishments working across functional organizations in growing business, implementing new IT systems, improving operational productivity/efficiency, and controlling costs. Mark holds a Bachelor’s degree in Business Management from Bradley University and an MBA in Finance from Kelley School of Business at Indiana University. He resides in Milford with his wife, Darlene. --- - Published: 2024-06-10 - Modified: 2024-06-10 - URL: https://tp4advisors.com/our-team/matt-answini/ Contact UsBookkeeping Specialist Intern (513) 489-4874 info@tp4advisors. com Matt Answini is a dedicated student preparing to enter his senior year at Indiana University. Majoring in finance, Matt has enjoyed making new friends and appreciating the stunning nature of Bloomington. He has always had a passion for getting things done the right way efficiently, attributing his success to his keen attention to detail and persistence. Outside of his academic and professional pursuits, Matt enjoys spending quality time with his family and friends. Growing up in a sports-influenced household, he has a particular affinity for basketball, golf, and various other athletic activities. Additionally, Matt is a movie enthusiast who enjoys sitcoms and comedy genres. This summer as one of TP4’s 2024 summer interns, Matt aims to work closely with the TP4 team, assisting in any capacity to deepen his understanding of the research and development of potential clients. --- - Published: 2024-06-03 - Modified: 2024-08-15 - URL: https://tp4advisors.com/our-team/tyler-totin/ Contact UsFinancial Analyst (513) 489-4874 Tyler. Totin@tp4advisors. com Tyler leads our technology, research, and each deal’s specific go-to-market initiatives. He is highly trained in market research, financial and operational analysis, and the development of confidential marketing packets. Prior to joining TP4, Tyler worked with West Monroe, a prominent technology-focused mid-market M&A consulting firm in Chicago. Tyler graduated from the Farmer School of Business at Miami University, where he studied finance and actively participated in numerous leadership roles across campus. Over the years, he has gained experience in various fields, honing his financial and analytical skills. These industries include consulting, supply chain, marketing, and the medical sectors. A Cincinnati native, Tyler graduated from Archbishop Moeller High School. --- - Published: 2024-05-14 - Modified: 2024-05-14 - URL: https://tp4advisors.com/affiliate-services/ Affiliate Services for BusinessesAccess to a Wider Audience and Potential Future ClientsAffiliate Services for BusinessesAccess to a Wider Audience and Potential Future ClientsExperts in Strategy, Finance, & OperationsTP4 Advisors at Your ServiceAt TP4, we understand the daily challenges that business owners face when it comes to managing their finances. That's why we're excited to introduce our Affiliate Bookkeeping Program—a solution designed to lighten your load and streamline your financial processes. With our Affiliate Bookkeeping Program, you can say goodbye to the tedious tasks of financial management. We offer more than just accounting solutions; we provide peace of mind, knowing that your financial affairs are in the hands of capable and experienced professionals. By partnering with us, you can reclaim valuable time to focus on what truly matters—growing your business and serving your customers. Let us handle the intricacies of bookkeeping while you enjoy the freedom and flexibility to pursue your entrepreneurial dreams. Join our Affiliate Bookkeeping Program today and experience the relief of having a trusted partner by your side. Why Choose TP4 Advisors Affiliate Services? Efficient Operations By outsourcing bookkeeping tasks to a specialized service, businesses can streamline their operations. This efficiency allows the ability to focus more on core activities like product development, marketing, and customer engagement, ultimately enhancing the capacity to reach a broader audience. Data-Driven Insights Professional bookkeeping services offer detailed financial reports and analysis, providing valuable insights into the business's performance and market trends. Equipped with this information, businesses can make informed decisions about their strategies and investments, maximizing their potential for success and exposure in the marketplace. Enhanced Credibility Accurate and up-to-date financial records enhance credibility in the eyes of stakeholders, including customers, investors, and partners. By demonstrating transparency and fiscal responsibility, businesses can build trust and credibility within their industry, attracting more opportunities for collaboration and exposure. Strategic Partnerships TP4's affiliate bookkeeping services have established networks and partnerships within various industries. By leveraging these connections, businesses can access new markets, collaborations, and promotional opportunities that expand their reach and exposure to a wider audience. Affiliate Services BenefitsValuable Insight Affiliate marketing generates valuable data and insights that businesses can use to optimize their marketing strategies and improve performance. Accuracy and Compliance Affiliate bookkeeping services are dedicated to ensuring accuracy and compliance with relevant accounting standards and regulations. By outsourcing bookkeeping to professionals who stay updated on the latest accounting practices and regulatory changes, businesses... --- - Published: 2024-05-02 - Modified: 2025-01-29 - URL: https://tp4advisors.com/signworld/ Signworld Business PartnersSignworld Business PartnersTake control of your future & enjoy the benefitsof bookkeeping solutions to streamline your operationsTP4 Advisors in conjunction with Signworld Business Partners have come together to create a variety of Bookkeeping, Controller, and CFO Service packages to aid you in running your business more efficiently and with less stress. Improve Your Operational Efficiency TP4 Advisors removes the stress of your operations and gives you the peace of mind on focusing on the growth of your sign business. Request More Information Name(Required) First Last Phone(Required)Email(Required) Which Package Would You Like More Information On? Package Options13 Week Cash FlowBookkeeping Setup - New OfficeBasic Bookkeeping Package - New OfficeBasic Bookkeeping Package - Existing OfficeFoundations Bookkeeping Package - Existing OfficeGrowth Package – Accounting & Bookkeeping Services - Existing OfficeUltimate Package – Accounting & Bookkeeping Services - Existing OfficeController Oversite Services – Existing OfficeCFO Advisory Services – Existing Office Name Verification(Required) First Last To reduce the amount of spam submissions please verify your name a second time. Δdocument. getElementById( "ak_js_24" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. Speak To Our Experts (513) 489-4874 or Request A ConsultationWe Are Here To HelpWe provide fixed monthly rates – never hourlyReview of company’s key performance indicators (KPIs) and create metrics tracking report. Also analysis and recommendations on all major categories of income statement and balance sheet. We Take Care Of The Day To Day Basic bookkeeping servicesBank account reconciliationsCredit card reconciliationsCode and enter expenses into accounting software Income recognition into accounting software Balance sheet reconciliationsGenerate monthly financial statements: Income Statement, Balance Sheet, Cash Flow Statement, Detailed Quarterly Margin AnalysisRegular Review of Financial StatementsAnnual Budgeting SessionWhat’s in it for you? TimeEliminate time-consuming paperworkVisibilityIncreased visibility for management. From bottleneck identification to impact on cash-flowApproval processElimination of paper in the approval processNo more lost documentsComplete audit trail of approvals and processingDocuments Disaster-proof your documents Payables ProcessComplete oversight of Payables Process from anywhereWhat People Are SayingLeave us a reviewSee us on google“We enlisted TP4 Advisors' services a little over a... --- - Published: 2024-04-19 - Modified: 2024-04-19 - URL: https://tp4advisors.com/project-power/ Complete Mechanical ContractorA leading mechanical contractor and service provider continues to profitably grow via its comprehensive offerings, strong reputation, and experienced management team. Seeking a financial partner enabling the business to pursue larger project opportunities and expand into adjacent geographic markets. SheetmetalPiping Plumbing HVAC In-house Coordination on all phases of mechanical services, end to end A $28. 5m backlog that is a mix of schools and hotels as of July 2023! In recent years the business has been conservatively managed to a $3M monthly top line target. This covers payroll and expenses while yielding a reasonable profit. However, it has meant passing on available larger project opportunities and not leveraging existing relationships for growth into adjacent markets. The 2021 revenue was an outlier due to a significant amount of change orders on one project. The company has a strong balance sheet and cash position. They do not currently have any Long-Term Debt. Ideal For An Acquirer Seeking A complete mechanical services provider operating a profitable business serving a multi-state region Experienced tradesmen providing HVAC, sheet metal, plumbing, piping, and end-to-end coordination Customer-facing managers who are trusted to estimate and execute for on-time, on-budget delivery Comprehensive design and fabricate facilities with seasoned staff and room to expand with growth Relationships with satisfied customers building new projects in adjoining geographies not yet served Key Strengths Estimates are accurate and executable Jobs are completed on time and on budget Excellent customer-facing management team Tradesmen depth of skill and experience Geographic markets provide significant growth opportunities Established management team that will remain with the business Ownership is willing to exit or assist with a transition Value Proposition A profitably growing company with a strong market reputation for its comprehensive mechanical services The business currently has $28. 5M in project backlog in multiple sectors within a growing multi-state region Diversified revenues across government, education, business, travel and restaurant construction projects Stable, seasoned, customer-facing management team backed by experienced fabricators and tradesmen Excellent customer relationships and company reputation provide growth avenues with the right partner Growth opportunities exist in adjacent geographic markets as well in current offerings, including service Interested in divesting part or all of your current business? Contact us today for a discreet consultationInterested In Divesting Part Or All Of Your Current Business? Contact Us Today For A Discrete ConsultationTodd PfisterTodd PfisterEmailPhoneInterested in divesting part or all of your current business? Contact us today... --- - Published: 2024-04-19 - Modified: 2024-04-19 - URL: https://tp4advisors.com/project-delta/ Business today is service & Service is people basedDelta assists other companies in delivering a superior customer service experience by helping them get the right person with the right skills in the right place at the right time. The world is now a service based economy. Services are people intensive, making service performance and labor cost control mission critical. Delivering a great customer experience is extremely important for any business. The better experience your customers have, the more recurring revenue and positive reviews you will receive. Managing services talent is a constant evolving task of controlling the supply of people to facilitate the work with demand for those same services. According to the most recent data, in the US economy, there are more than 57 million gig workers, which equates to 36% of all US employees. The Great Resignation is still in full swing. Forty-four percent of employees are "job seekers," - Willis Towers Watson's 2022 Global Benefits Attitudes SurveyLabor shortages led to 2. 2 million Americans leaving the labor force since January 2020. - U. S. Chamber of CommerceProject delta detailsTrademarked industry leading process solution adopted by hundreds of companies around the globe. Consulting – to help structure client Resource Management and Workforce Management processes Digital Transformation – optimizing RM/WFM platforms to client needs Training – in person, virtual, or on-demand Established management team that will remain with the business Owner willing to exit, assist with transition or consider strategic roles Value PropositionIdeal For An Acquirer SeekingValue Proposition A profitable company with strong margins offering market leading solutions to service businesses Services account for ~79% of US GDP according to Deloitte Insights – The Services Powerhouse Highest margin offerings of “Delta” are growing quickly and can scale with minimal requirements Diversified revenues with no significant concentrations by customer volume, industry or market Marketing spend has been efficient, but minimal, and investment would readily drive more growth Competitors exist in aspects of company offerings, but none similarly focused or as comprehensive Primary target growth markets include enterprise IT, construction, legal and accounting firms Ideal For An Acquirer Seeking Bolt-on, proven solutions that complement a current set of B2B professional services offerings Cross-sale access opportunities to a sizable portfolio of brand-name clients in diverse industries Revenue sources ready for the challenges of a pandemic environment and remote workforces A succession-ready management team with motivated staff averaging 7. 5 years of experience... --- - Published: 2024-04-12 - Modified: 2025-01-29 - URL: https://tp4advisors.com/signworld-thank-you/ Thank You For Choosing UsThank You For Choosing UsThank You {Name (First):1. 3}For submitting your information to TP4 Advisors as part of our collaboration with Signworld Business PartnersWe look forward to helping you to achieve the financial success in your business through our variety of accounting services. Our packages to aid you in running your business more efficiently and with less stress. If you would like additional information sent to you regarding the package offerings available to you as a Signworld Business Partners just click here to visit the information again or contact us Speak To Our Experts (513) 489-4874 or Request A ConsultationSpeak To Our Experts (513) 489-4874 or Request A Consultation --- - Published: 2024-04-12 - Modified: 2025-01-29 - URL: https://tp4advisors.com/our-clients/ Our clientsThose Who Trust UsOur clientsThose Who Trust UsLevel Up Your BusinessYou deserve a successful businessTP4 is not tied to one specific industry, our expertise and focus is agile and able to pivot into any industry while still maintaining the same efficiency and high results. Industries We ServeRetail Entertainment Real Estate Fabrication & ManufacturingDesign FirmsBusiness ServicesInformation TechnologyHospitalityLandscape ArchitectureNon-ProfitMarketing AgenciesCase StudyFast-Growing Outdoor Consumer Products CompanyAbout the company Review of company’s key performance indicators (KPIs) and create metrics tracking report. Also analysis and recommendations on all major categories of income statement and balance sheet. Utilize Chinese contract manufacturing Distributes through large retailers and e-commerce (Amazon, Walmart, Dick’s Sporting Goods)Results from TP4 Guidance Replaced full-time CFO with TP4’s CFO Guidance package Reduced their total cost by 50% while increasing knowledge base and capabilitiesCurrently managing the financial process and understanding margins and inventoryEnhancing key relationships with bank, CPA firm, and Board of AdvisorsView all case studies --- - Published: 2024-04-11 - Modified: 2024-04-16 - URL: https://tp4advisors.com/what-we-do/ Your Trusted Guide to a Secure Financial FutureExperience the TP4 Advisors Difference Data Driven, Collaborative & Results OrientedYour Trusted Guide to a Secure Financial FutureExperience the TP4 Advisors Difference: Data-Driven, Collaborative, Results-OrientedFinancial Expertise Is What We Bring To The TableFractional Back Office Accounting Services That Your Business NeedsWe become your internal bookkeeping and accounting department. Keeping your books current and increasing your efficiency, all while reducing your overhead costs. Sounds too good to be true, we know. Luckily, we’re not the lying type. Is There A Difference Between An Accountant Or Bookkeeper And A CFO? Yes! Your Accountant And/Or Bookkeeper Deals With What’s Happened In The Past. Tracking historical trends, income and spending. A CFO is the only financial expert who predicts the future of your company’s finances. They analyze your financial data to determine where your business is going and how your actions impact your wealth months and years later. Business leaders use a CFO’s expertise to make strategic financial decisions and drive toward their goals. You deserve healthy finances and a successful business. We make that a reality. Schedule a consultation Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_25" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. Our ServicesAccounting Completely customizable to the financial needs of your business. Read MoreAdvisory Packages that explore the value of each aspect of your business Read MoreBookkeeping Complete oversight of Payables Process from anywhere Read MoreBusiness Valuation With Accurate, Insightful Valuations For Strategic Decision Making Read MoreController ServicesEntities of any industry and size can opt for controller servicesRead MoreCFO AdvisoryCritical forward looking information for management teamRead MoreM&A ServicesM&A advisors will guide you through every step of the processRead MoreWhat People Are Saying “We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered... --- - Published: 2024-04-10 - Modified: 2024-08-14 - URL: https://tp4advisors.com/our-team/brady-pfister/ Contact UsAccount Manager (513) 489-4874 Brady. Pfister@tp4advisors. comBrady grew up around small businesses and works closely with business owners daily. He enjoys having the chance to lighten the burden of business leaders via TP4’s suite of financial services. Before joining TP4, Brady worked in sales, marketing, operations, and communications with organizations including Hershey's, the Indianapolis Colts, Sports Illustrated, and Athletes in Action. Brady also serves as a franchise consultant with FranNet in Cincinnati, OH, where he assists aspiring entrepreneurs in finding franchise businesses to own. Brady lives in Cincinnati with his wife, Rachel, where he coaches high school football and spends time listening to the Reds on the radio. --- - Published: 2024-04-10 - Modified: 2024-04-17 - URL: https://tp4advisors.com/our-team/roxana-hare/ Contact UsBookkeeping Specialist (513) 489-4874 info@tp4advisors. com Roxana brings a wealth of expertise in various facets of financial services. Her background includes proficiency in payroll and payroll tax management, sales tax, accounts receivable and payable, cost accounting, and financial reporting. Additionally, she is adept at preparing 1040 tax forms. Outside of work, Roxana cherishes quality time with her family. Together with her husband, she raises three wonderful girls. Whether it’s cheering at soccer or hockey games, participating in volleyball matches, or volunteering at church, Roxana remains actively engaged in life. --- - Published: 2024-04-02 - Modified: 2025-08-04 - URL: https://tp4advisors.com/our-team/tom-paquette/ Schedule a ConsultationPartner & Co-FounderCPA (Inactive) (513) 489-4874 (513) 484-5462 tom. paquette@tp4advisors. com Tom focuses on financial analysis and valuation for Main Street and Lower Middle Market businesses, leveraging over 30 years of comprehensive experience in all aspects of accounting and financial management. His expertise encompasses specialized experience in valuations and strategic financial analysis, particularly in the M&A arena. Tom has achieved significant success in growing small- and medium-sized companies and assisting businesses with turnaround services to facilitate their return to growth mode. He also serves as president/CEO of TPAC, LLC, providing CFO and financial accounting services to a diverse range of businesses. Before co-founding TP4 Advisors in 2013, Tom held increasingly responsible positions, including CFO of Color Resolutions and Vice President of Structured Finance at Fifth Third Bank. His roles involved complex financial oversight, valuation work, and strategic financial management. Tom is a service provider for The Goering Center and a member of the Association for Corporate Growth (ACG) and the CEO Roundtable at Cincinnati Hills Christian Academy. He earned degrees in finance and accounting from Miami University and an MBA from Xavier University. Tom resides in Cincinnati with his wife, Sue, and their three children. --- - Published: 2024-04-02 - Modified: 2025-03-13 - URL: https://tp4advisors.com/our-team/alan-love/ Contact UsController Specialist (513) 489-4874 info@tp4advisors. com Alan brings a diverse professional background with nearly 10 years of experience in accounting. His work experience before TP4 Advisors includes roles in bookkeeping and accounting with small businesses. Alan is a graduate of the University of Cincinnati and participated in their Foreign Exchange Student Mentorship Program while studying there. --- - Published: 2024-04-02 - Modified: 2025-08-01 - URL: https://tp4advisors.com/our-team/traci-king/ Contact UsAccounting Manager & Training Coordinator (513) 489-4874 info@tp4advisors. com Traci brings over 20 years of client relations experience, with a newer focus on bookkeeping. As an Accounting Manager & Training Coordinator at TP4 Advisors, she not only provides top-tier support to clients but also plays a key role in training and developing team members to ensure continued success. Before joining TP4 Advisors, Traci worked closely with brands, focusing on increasing brand awareness, elevating sales, training team members, and providing support to struggling departments. Her passion for mentorship and expertise in client relations make her an invaluable asset to the team. Traci has been married for almost 25 years and has four children and two grandchildren. Though she recently moved to Indiana, she will always be an Ohio girl at heart. She loves to travel and spend time with her family. --- - Published: 2024-04-02 - Modified: 2024-12-11 - URL: https://tp4advisors.com/our-team/tricia-moorman/ Contact UsBookkeeping Specialist (513) 489-4874 info@tp4advisors. com Tricia joins the TP4 Advisors team with over five years of experience in accounts payable/receivable work. Her previous work experience includes positions as an accounts receivable clerk at a bankruptcy and foreclosure law firm, a marketing and proposal coordinator, a bookkeeper, and an office administrator. She also started her own clothing business called Dandelion Designs, where she enjoys managing, designing, and creating clothing and accessories for young girls. She and her husband, Bill, have two sons and a daughter. Tricia enjoys golfing, boating, attending sporting events, and traveling with her family and friends. She also likes to spend her free time gardening, cooking, sewing, engaging in creative projects, and volunteering. --- - Published: 2024-04-02 - Modified: 2025-02-25 - URL: https://tp4advisors.com/our-team/tara-brown/ Contact UsDirector of Controller Services (513) 489-4874 tara. brown@tp4advisors. com Tara serves as a Finance Director for TP4, bringing over 14 years of finance and accounting management experience with companies in Ohio and Florida. She has worked within a broad range of industries, including construction, hospitality, and property management. Tara is experienced in virtually all aspects of finance and accounting management, successfully optimizing control systems and building solid teams to meet business needs and achieve demanding financial targets. She earned her Bachelor’s degree in Accounting from the University of South Florida, which paved the way for her Finance Director role at Southshore Hospitality Management. A career highlight was developing and implementing a business plan for the corporation that transformed it from an unprofitable operation to a thriving financial entity. This included incorporating costing procedures and systems to drive down costs without compromising the customer experience. Tara enjoys helping businesses reach their financial goals and pave the way for success. Outside of work, she loves spending time with her husband, three girls, Peyton, Brooklyn, Kelsea, and their puppy Roxy, a Mini Goldendoodle. Some of her favorite activities include traveling, trying new restaurants, and enjoying outdoor adventures with her family. --- - Published: 2024-04-02 - Modified: 2025-04-11 - URL: https://tp4advisors.com/our-team/thomas-stokes/ Schedule a ConsultationDirector of Client Services (513) 489-4874 (513) 673-3199 Thomas. Stokes@tp4advisors. com Thomas brings over 25 years of experience in Business Development and Operational leadership, having served as CEO, COO, and President of multiple private and publicly traded manufacturing companies. He has successfully led numerous mergers and acquisitions from both the buy and sell sides. Thomas possesses broad business acumen and a deep understanding of building and leveraging relationships to turn vision into reality. He has effectively developed and grown company revenues from $2,000,000 to $70,000,000 annually. These businesses’ successes stemmed from identifying and establishing Fortune 100 customers in industries such as aerospace, automotive, defense, consumer products, material handling, agriculture, manufacturing automation, and steel. A graduate of the University of Kentucky, Thomas resides in Cincinnati, Ohio, with his wife and two children. He enjoys volunteering with his church and playing golf and tennis with his family. --- - Published: 2024-04-02 - Modified: 2024-12-11 - URL: https://tp4advisors.com/our-team/paul-dorger/ Contact UsCFO AdvisorCPA (active license through to 12/31/26) (513) 489-4874 info@tp4advisors. com Paul brings over 30 years of experience working with manufacturing firms generating revenues under $50 million. As a licensed CPA, he has consistently leveraged his deep accounting expertise to craft effective financial strategies and tactics, ensuring both the big picture and intricate details are meticulously addressed. Paul has successfully led cross-functional teams in implementing ERP software, facilitated acquisitions, and conducted thorough due diligence. His CPA background has been particularly valuable in training operations managers to comprehend financial statements and create precise operating budgets. Paul’s approach to product line simplification, guided by Pareto’s 80/20 philosophy, has consistently improved profitability, working capital, and customer focus. Paul holds a Bachelor of Business Administration in Finance from the University of Cincinnati and a Master of Accountancy from Miami University. His active CPA status underscores his commitment to maintaining the highest standards in accounting and financial management. Beyond his professional pursuits, Paul is an enthusiastic beekeeper and currently serves as the President of the Warren County Beekeepers. He resides in West Chester, OH, with his wife, Yolanda. --- - Published: 2024-04-02 - Modified: 2025-02-11 - URL: https://tp4advisors.com/our-team/rachel-blackburn/ Schedule a ConsultationSenior Business Development Executive (513) 489-4874 (617) 835-7616 Rachel. Blackburn@tp4advisors. com Rachel Blackburn is a proven business leader with over 15 years of experience in developing and leading executive-level engagements, as well as building and managing high-functioning teams and practices. Rachel possesses a deeply rooted passion for understanding the needs of business owners and identifying optimal strategies to support their goals in an ever-changing marketplace. Before joining TP4 Advisors, Rachel held senior management positions at Cincinnati-based companies, including TRAK Group and Titan Chair. As a Senior Business Development Executive, Rachel leads the organization in engaging with potential clients to understand how TP4 Advisors can best support their needs and develop financial foundations for sustainable business growth. Outside of work, Rachel enjoys outdoor activities, reading, biking, traveling, bonfires, and spending time with her husband and daughter. --- - Published: 2024-04-02 - Modified: 2024-12-11 - URL: https://tp4advisors.com/our-team/bill-meier/ Contact UsCFO Advisor (513) 489-4874 info@tp4advisors. com Bill Meier brings over 40 years of experience as a CFO, general manager, public accountant, and tax specialist to TP4 Advisors. He has primarily worked with closely held manufacturing businesses, serving as a CFO and as a board member on both advisory boards and boards of directors. Bill has served as the CFO of JTM Provisions Company, a large middle-market food processing company located in the greater Cincinnati area. Bill’s skills include strategic planning, forecasting, and budgeting with a focus on key performance measures that drive profitability. He possesses a proven ability to foster relationships with the banking and financing community and has an extensive background in managing diverse business functions. He has consistently demonstrated his ability to successfully implement effective organizational structures, management systems, and technology to support organizational growth. A certified public accountant, Bill holds a bachelor’s degree in management from the University of Cincinnati and an MBA from Xavier University. He resides in Cincinnati with his wife, Kathy. --- - Published: 2024-04-02 - Modified: 2025-08-04 - URL: https://tp4advisors.com/our-team/lisa-love-holtman/ Contact UsController Specialist (513) 489-4874 Lisa. loveholtman@tp4advisors. com Lisa Love Holtman served as the controller for Busken Bakery, where she oversaw all accounting operations. Her responsibilities included preparing and reviewing financial statements, implementing metrics to monitor business performance, and establishing processes for prepayment of custom cake and cookie orders. Additionally, she managed bi-weekly payroll processing for 150 employees, developed protocols to ensure proper cash handling in retail locations, and administered the company’s 401(k) plan. Before joining Busken, Lisa held positions as controller at 3z. net and office manager at Widmer’s Dry Cleaning. Born and raised in Cincinnati, Lisa currently resides in Goshen with her husband, Tom. Though their children are grown and out of the house, they have four dogs—Fritz, Gretta, Karl, and Annie—who have become their new Belgian and German Shepherd 'children'. In her leisure time, Lisa enjoys outdoor activities, particularly camping. She and Tom are avid music enthusiasts and often plan vacations around attending concerts in different cities. --- - Published: 2024-04-02 - Modified: 2025-04-08 - URL: https://tp4advisors.com/our-team/brad-haller/ Contact UsCFO Advisor (513) 489-4874 info@tp4advisors. com Brad Haller brings over 30 years of experience as a CFO, Controller, attorney, and public accountant to TP4 Advisors. He has primarily worked with closely held businesses in the medical field as a CFO and Controller. Brad has served as the President/CFO of Wing Eyecare, Cincinnati's largest group optometry practice. During his tenure at Wing Eyecare, he played a key role in developing their own manufacturing lab, where they assembled their glasses. Brad has proven experience in business development, having grown revenues from $3,000,000 to $29,000,000 annually. He possesses keen financial acumen to lead businesses to profitability in both lean times and periods of growth. His skills include executive leadership, annual planning, acquisition integration, change and growth management. Consistently demonstrating his ability to implement effective organizational structures, management systems, and technology to support organizational growth, Brad identified, led, and completed the acquisition of more than five companies/practices that were added to Wing Eyecare over the years. Additionally, he represented and led Wing Eyecare through the sale to Goldman Sachs-backed MyEyeDr. Brad graduated from Xavier University in 1992, where he played baseball throughout his four years there. His passion for sports extends to coaching his children’s youth sports teams, including baseball and basketball. He enjoys attending sporting events with his wife and family, as well as traveling to visit their kids who live in other cities for jobs or college. --- - Published: 2024-04-02 - Modified: 2025-04-11 - URL: https://tp4advisors.com/our-team/brian-russell/ Contact UsDirector of Mergers & Acquisitions (513) 489-4874 brian. russell@tp4advisors. com Brian Russell serves TP4 clients by planning and managing the process of buying or selling a business. As an intermediary between buyers and sellers, and a liaison with legal, financial, and other professionals, Brian helps clients focus on leading their business without being overwhelmed by transaction activities. With 25 years of experience managing activities and professionals typically involved in mergers and acquisitions (M&A) - including strategy, valuation, market research, informational materials, communication with interested parties, diligence requirements, negotiation, and closing coordination with advisory teams. Before advising clients in M&A transactions, Brian led corporate development teams that acquired and integrated companies into the larger enterprise of the acquirer. He has transaction experience in numerous industries, including software, enterprise IT, manufacturing, healthcare, banking, and professional services. Brian earned his MBA from Xavier University, focusing on quality improvement and entrepreneurship, and his BSB from Murray State University, with a concentration in computer information systems. He is a certified consultant in the Birkman Method, certified in Leadership Coaching, and a Distinguished Toastmaster. --- - Published: 2024-04-02 - Modified: 2025-01-29 - URL: https://tp4advisors.com/our-team/michelle-spengler/ Contact UsBookkeeping Specialist (513) 489-4874 info@tp4advisors. com Michelle brings over 30 years of bookkeeping and office management expertise, specializing in the construction industry with a focus on small, family-owned businesses. Her deep knowledge of accounts payable and receivable, payroll, financial reporting, and small business management makes her an invaluable asset to the companies she serves. Originally from Boston, Massachusetts, Michelle now proudly calls Ohio home. While she cherishes her New England roots, she has embraced the charm of the Midwest, where she continues to be delighted by the region’s abundant wildlife—an experience she rarely had growing up in the city. To this day, she can't help but squeal with excitement when she spots deer or other woodland creatures. In her free time, Michelle enjoys indulging in her creative side through reading, knitting, sewing, and various other crafty pursuits. She also has a deep appreciation for nature and loves exploring Ohio’s scenic landscapes. --- - Published: 2024-04-02 - Modified: 2025-03-13 - URL: https://tp4advisors.com/our-team/chaz-nichols/ Contact UsController Specialist (513) 489-4874 info@tp4advisors. com Chaz Nichols brings over 15 years of experience managing all aspects of finance, with a strong foundation in accounting and bookkeeping. Throughout his career, he has initiated and implemented processes and structures to improve productivity, performance, and profitability. Chaz excels at identifying efficiencies—in cost, time, productivity, and performance—and translating them into growth, leveraging his extensive accounting knowledge to ensure financial accuracy and strategic decision-making. Chaz received his Bachelor’s in Accounting from Miami University in Oxford, Ohio, in 2008. His accounting expertise was further honed through his role as Controller for MiQ Partners, formerly known as TSS Technologies, a full-service operation providing clients with best-in-class automation services and innovative design and manufacturing solutions. In this role, Chaz was responsible for overseeing the accounting function, including financial statement preparation, account reconciliation, and budgeting, ensuring that financial operations were aligned with overall business objectives. Although not a CPA, Chaz’s deep experience in accounting and financial management positions him as a key asset to TP4 Advisors, where he continues to drive financial excellence and operational efficiency. --- - Published: 2024-04-02 - Modified: 2024-04-17 - URL: https://tp4advisors.com/our-team/kia-webb-glanton/ Contact UsBookkeeping Specialist (513) 489-4874 info@tp4advisors. com Before joining TP4 Advisors, Kia's background is in customer service and data analysis, forecasting, and strategic planning. She graduated from Wright State University. --- - Published: 2024-04-02 - Modified: 2025-02-25 - URL: https://tp4advisors.com/our-team/kelly-cooley/ Contact UsDirector of Bookkeeping Services (513) 489-4874 info@tp4advisors. com Kelly Cooley brings over 20 years of diversified experience in accounting and financial operations in e-commerce and retail, working for both publicly held industry leaders and small private companies. She began her career in public accounting, where she developed a solid foundation in audit and compliance work, before transitioning to internal audit, Sarbanes-Oxley compliance, and corporate accounting for a large public company. Kelly’s experience in these areas has equipped her with a deep understanding of financial reporting and regulatory requirements. Over the past 10 years, Kelly has served as a Controller for two privately held e-commerce retail companies, where she was responsible for overseeing the entire accounting function. This included financial statement preparation, account reconciliation, cash-flow management, forecasting/budgeting, payroll processing, and the administration of 401k plans. Her expertise in bookkeeping and financial management has been instrumental in driving operational efficiency and financial accuracy. Kelly earned a bachelor’s degree in accounting from Michigan State University and an MBA from Xavier University. In her free time, she enjoys spending time with her family and friends, golfing, exercising, traveling, and especially watching her two daughters play soccer. --- - Published: 2024-04-02 - Modified: 2024-08-14 - URL: https://tp4advisors.com/our-team/chris-demaria/ Contact UsAccounting Manager (513) 489-4874 chris. demaria@tp4advisors. comBefore joining TP4 Advisors, he worked for Fruit of the Loom, where he was responsible for balancing inventory levels for multimillion-dollar accounts. Most recently, he spent eight years with a small pharmaceutical distribution company, where he built, refined, and maintained several reports to diagnose performance metrics. Chris graduated from the University of Louisville with a Bachelor of Science in Finance. He resides in Southgate and enjoys spending his free time with friends and family. --- - Published: 2024-04-02 - Modified: 2024-08-14 - URL: https://tp4advisors.com/our-team/christy-combs/ Contact UsOperations Coordinator (513) 489-4874 christy. combs@tp4advisors. comChristy brings over 20 years of experience in office management and client relations. Her corporate positions in administrative support and executive sales, partnered with years of entrepreneurship, have honed her business and organization skills while working in a fast-paced environment. Christy and her husband, Steve, live in Monroe with their four children. They are a big sports family, and their favorite places to stay active are on the lake, on the beach, or on a mountain. --- - Published: 2024-04-02 - Modified: 2025-08-04 - URL: https://tp4advisors.com/our-team/crystal-crowell/ Contact UsDirector of Operations (513) 489-4874 crystal. crowell@tp4advisors. com Crystal’s work experience before TP4 Advisors includes experience in education, coaching, bookkeeping, accounting, and small business ownership. She brings a highly organized and driven style to every job she undertakes. Crystal attended Northern Kentucky University, where she studied Criminal Justice and Pre-law. Born and raised in Northern Kentucky, Crystal now resides in Tampa, Florida, with her husband Chad, daughter Aubrey, and son Avery. When she is not working, she enjoys spending time with her family, reading, and photography. --- - Published: 2024-04-02 - Modified: 2024-12-11 - URL: https://tp4advisors.com/our-team/dan-littman/ Contact UsCFO AdvisorCPA (Inactive) (513) 489-4874 dan. littman@tp4advisors. com Previously had CPA experience included. The updated copy shared reflects the prior CPA license as he has chosen not to renew. Dan brings over 30 years of Finance and Accounting experience to TP4, with a strong foundation in public accounting. He has worked in various industries, including real estate management and development, financial services, medical devices, manufacturing, distribution, and retail. Dan spent 10 years at an international public accounting firm, where he primarily served privately owned businesses, honing his expertise in financial reporting, audit, and compliance. Dan has served as the CFO of three mid-market enterprises, where his CPA background has been invaluable in bringing structure and meaningful reporting to each organization. He often says he "brings order to chaos" by leveraging his extensive accounting knowledge to streamline financial operations and ensure regulatory compliance. Throughout his career, Dan has worked under various ownership structures, including large public corporations, private equity, venture capital-backed, and privately owned companies. He has been involved in both business acquisitions and the sale of businesses, with experience in analysis, negotiation, due diligence, and subsequent transition and integration. Having a prior CPA license, Dan's deep accounting expertise continues to be a cornerstone of his professional contributions. A CPA and a graduate of Washington University in St. Louis, Dan resides in Cincinnati with his wife, Susan, and their three children. --- - Published: 2024-04-02 - Modified: 2024-04-03 - URL: https://tp4advisors.com/our-team/dave-schmidt/ Contact UsController (513) 489-4874 info@tp4advisors. com Dave is a senior accounting and finance professional with core competencies including acquisitions, financial accounting, budget/forecasting and reporting with 30+ years of experience with both closely held businesses and businesses with global operations. Most recently, he worked as a Controller for Ruthman Pump and Engineering, a $60M family owned manufacturing company, with 200 employees and multiple locations throughout the US. Dave’s skills include 401K plan administration, including annual audit, A/P and A/R functions. He brings a proven ability to foster relationships within the business community and an extensive background in managing diverse business functions. He has consistently demonstrated his ability to successfully implement effective organization structures, management systems and technology to support organizational growth. A certified public accountant, Dave graduated Magna Cum Laude from Xavier University in Cincinnati, Ohio. Dave financed all of his college expenses through scholarships and work experiences! --- - Published: 2024-04-02 - Modified: 2024-06-03 - URL: https://tp4advisors.com/our-team/elizabeth-koehler/ Contact UsBookkeeping Specialist (513) 489-4874 info@tp4advisors. com Elizabeth has been an administrative assistant, along with various other duties, for 23 years at Mercy Health, and she still currently works there full-time. She has two children and enjoys spending time with family and friends. She resides in the Batavia area. --- - Published: 2024-04-02 - Modified: 2024-08-13 - URL: https://tp4advisors.com/our-team/jeff-scheeler/ Contact UsCFO AdvisorCPA (Inactive) (513) 489-4874 info@tp4advisors. com Jeff Scheeler has accumulated over 30 years of experience across various industries, including public accounting, financial services, retail, software development, and technology environments. With a strong foundation in public accounting, Jeff became a certified public accountant (CPA) in 1986, maintaining an active license until the end of 2021 when he transitioned it to inactive status. His extensive experience in accounting and bookkeeping has been instrumental in establishing and leading high-performance finance and service teams within complex legal and regulatory settings. Jeff combines strategic and tactical financial expertise with robust qualifications in operations and P&L management. His CPA background has contributed to his proven track record of achieving significant cost reductions through process redesign and performance enhancement initiatives. Jeff earned a Bachelor of Business Administration in Accounting and Business Pre-Law from Ohio University and an MBA from Xavier University. He has been an active member of the Ohio Society of CPAs (OSCPA) and has held the position of President of the Cincinnati Chapter of the OSCPA. Apart from his responsibilities at TP4, Jeff serves as the Treasurer of the Loveland L. I. F. E. Food Pantry. He resides in Pleasant Plain, OH, with his wife, Becky. --- - Published: 2024-04-02 - Modified: 2024-04-17 - URL: https://tp4advisors.com/our-team/jennifer-hunt/ Contact UsAccounting Manager (513) 489-4874 info@tp4advisors. com Jennifer Hunt brings over 27 years of experience as an accountant to the TP4 team, including work at Ernst & Young (now EY) as a Staff Auditor. Before joining TP4, Jennifer worked at Schuh & Goldberg, LLP, where she was responsible for all accounting functions at the law firm, including monthly financial statement preparation, payroll, payables, receivables, cash management, reconciliations, and reporting. She also recently worked at Langefels Equipment Company, where she prepared monthly financial statements and was responsible for all accounting functions, including payables, receivables, and managing cash flow. Jennifer graduated from the University of Dayton with a bachelor’s degree in business administration, majoring in accounting and minoring in economics. She passed the CPA exam in 2000. She and her husband, Rick, have three children. When she is not working, she enjoys watching them play softball, basketball, volleyball, and run cross country. She also enjoys spending time with friends and family, traveling, gardening, and walking with her Australian Labradoodle. --- - Published: 2024-04-02 - Modified: 2025-08-04 - URL: https://tp4advisors.com/our-team/elizabeth-walsh/ Contact UsOffice Coordinator (513) 489-4874 elizabeth. walsh@tp4advisors. com Before joining TP4 Advisors, Elizabeth worked in various customer service positions and in education. She graduated from The University of Texas at San Antonio. She is a recent transplant to Ohio, and in her off time enjoys reading and traveling. --- - Published: 2024-03-29 - Modified: 2025-01-29 - URL: https://tp4advisors.com/controller-services/ Controller ServicesTake Control of Your Financial FutureController ServicesTake Control of Your Financial FutureYour Success is Our ObjectiveA Partnership-Driven ApproachTP4 Advisors Controller services are designed to address the unique needs of our clients and the obstacles encountered by their enterprises. Our controllers play a critical role in predicting financial outcomes by applying experienced analytical skills, industry knowledge, and strategic insights to support informed decision-making and optimize financial performance for your business. Why Choose TP4 Advisors Controller Services? Cost Reduction and Efficiency Organizations looking to reduce overhead costs, improve operational efficiency, or enhance financial controls may opt for controller services as a cost-effective solution compared to hiring full-time staff. Growing Organizations Businesses experiencing rapid growth, expansion into new markets, or significant changes in their operations may require additional financial management support. Controller services offer scalability and specialized expertise to navigate such transitions smoothly. Experience Organizations that may lack the resources to employ a full-time, in-house controller. Controller services provide them with access to experienced financial professionals without the commitment of hiring a full-time employee. Value Any organization that recognizes the value of expert financial management and seeks to optimize its financial performance can benefit from controller services. The decision to engage controller services depends on factors such as the company's size, industry, financial complexity, and strategic objectives. Benefits of Our Controller ServicesBudgetingControllers are responsible for creating and maintaining budgets that outline expected revenues, expenses, and financial performance over a specified period. By collaborating with various departments, our Controllers ensure budgets align with your organization's strategic objectives. ForecastingControllers use historical data, market trends, and business intelligence to forecast future financial performance. We analyze factors such as sales projections, cost trends, and economic indicators to predict revenues, expenses, and cash flow. Financial ModelingOur Controllers develop financial models to simulate different scenarios and assess their potential impact on your organization's financial health. These models help in making informed decisions and strategic planning. Risk AssessmentControllers identify and assess financial risks that may affect the organization's ability to achieve its financial goals. By conducting risk analyses, our Controllers can provide insights into potential threats and opportunities, enabling proactive risk management strategies. Performance Analysis - KPIs Our Controllers analyze key performance indicators (KPIs) to evaluate the organization's financial performance against established benchmarks and goals. We can identify areas of strength and weakness for your business. Allowing us to share corrective actions to optimize strategic financial outcomes. Scenario PlanningOur... --- - Published: 2024-03-27 - Modified: 2024-04-08 - URL: https://tp4advisors.com/careers/accounting-manager/ Accounting ManagerAccounting ManagerJoin our Team! TP4 Advisors - Accounting ManagerWe are seeking highly skilled Accounting Managers to oversee our financial operations and ensure accuracy, compliance, and efficiency in all accounting processes. The ideal candidate will possess a strong accounting background, experience in financial management, and a proven track record of leadership. ResponsibilitiesManage day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll. Ensure accurate and timely preparation of financial statements, reports, and analyses. Oversee reconciliation of bank accounts, credit card transactions, and other financial records. Monitor and analyze financial data to identify trends, variances, and opportunities for improvement. Develop and implement policies, procedures, and internal controls to maintain compliance with regulatory requirements. Coordinate and support annual financial audits, ensuring timely completion and resolution of audit findings. Provide guidance and support to staff on accounting principles, procedures, and software systems. Collaborate with other departments to ensure accurate and timely reporting of financial information. Stay abreast of changes in accounting standards, regulations, and best practices, and implement necessary updates. Assist in special projects and initiatives as assigned by the Director. Core competenciesLeadership Ability to lead and motivate a team to achieve departmental goals and objectives. Communication Excellent verbal and written communication skills for effective interaction with staff, management, and external stakeholders. Analytical Thinking Strong analytical skills to interpret financial data and make informed decisions. Attention To Detail Meticulous with a focus on accuracy and precision in financial reporting. Time Management Effective prioritization and time management skills to meet deadlines and manage competing priorities. Adaptability Flexible in responding to changing business needs and priorities. Integrity Commitment to ethical conduct and confidentiality in handling sensitive financial information. Client Focus Dedicated to meeting the needs and expectations of internal and external clients. Minimum RequirementsBachelor’s degree in Accounting, Finance, or a related field. 5+ years of progressive experience in accounting or financial management roles. Extensive knowledge of accounting principles, practices, and procedures. Proficiency in accounting software such as QuickBooks, Xero, or similar platforms. Strong leadership and supervisory skills, with experience managing a team. Excellent interpersonal skills and ability to work effectively in a collaborative team environment. Advanced proficiency in Microsoft Excel and other MS Office applications. Ability to thrive in a fast-paced, dynamic work environment. Join TP4 Advisors & contribute your expertise to our teamJoin TP4 Advisors & contribute your expertise to our teamof professionals dedicated to delivering exceptional financial servicesIf you are a... --- - Published: 2024-03-27 - Modified: 2024-04-03 - URL: https://tp4advisors.com/careers/cfo-specialist/ CFO SpecialistCFO SpecialistJoin our Team! TP4 Advisors – CFO SpecialistWe are seeking highly skilled and experienced CFO Specialists to provide strategic financial leadership and guidance to our clients. The ideal candidate will have a strong background in finance, extensive experience in financial management, and the ability to drive business growth and profitability. ResponsibilitiesProvide strategic financial leadership and guidance to clients to optimize financial performance and achieve business objectives. Develop and implement financial strategies, plans, and policies to support long-term growth and sustainability. Conduct financial analysis, forecasting, and modeling to support decision-making and strategic planning. Oversee financial reporting and analysis, ensuring accuracy, compliance, and transparency. Collaborate with executive leadership and other stakeholders to develop and execute business strategies and initiatives. Manage financial risk, including identification, assessment, and mitigation strategies. Monitor financial performance and key performance indicators (KPIs) to track progress and identify areas for improvement. Provide guidance and support on complex financial transactions, investments, and business decisions. Lead and mentor finance and accounting staff, fostering a culture of continuous learning and professional development. Stay updated on industry trends, regulations, and best practices in finance and accounting. Core competenciesStrategic Thinking Ability to develop and execute financial strategies to achieve business goals. Leadership Strong leadership skills to inspire and motivate teams to achieve results. Financial Analysis Excellent analytical skills to interpret financial data and provide insights. Communication Strong verbal and written communication skills for effective interaction with clients and stakeholders. Problem-Solving Ability to identify and resolve complex financial issues and challenges. Adaptability Flexible in responding to changing priorities and business needs. Integrity Commitment to ethical conduct and confidentiality in handling financial information. Collaboration Ability to collaborate effectively with cross-functional teams and stakeholders. Minimum RequirementsBachelor’s degree in Finance, Accounting, Business Administration, or related field; MBA or advanced degree preferred. 20+ years of experience in finance or accounting roles, with at least 3 years in a leadership or executive position. CPA, CFA, or other relevant professional certifications preferred. Strong understanding of finance, accounting, and business principles and practices. Proficiency in financial analysis tools and software. Excellent organizational skills and attention to detail. Ability to work independently and as part of a team. Strong computer skills, including proficiency in Microsoft Excel and other MS Office applications. Join TP4 Advisors & contribute your expertise to our teamJoin TP4 Advisors & contribute your expertise to our teamof professionals dedicated to delivering exceptional financial servicesIf you are a motivated... --- - Published: 2024-03-27 - Modified: 2024-05-16 - URL: https://tp4advisors.com/careers/controller-specialist/ Controller SpecialistController SpecialistJoin our Team! TP4 Advisors – Controller SpecialistWe are seeking detail-oriented and experienced Controller Specialists to join our team and support our clients in managing their financial operations. The ideal candidate will have a strong understanding of accounting principles, experience in financial analysis, and the ability to provide strategic insights to enhance financial performance. ResponsibilitiesAssist in preparing and analyzing financial statements, reports, and forecasts. Monitor and analyze financial data to identify trends, variances, and opportunities for improvement. Develop and implement financial controls, policies, and procedures to ensure accuracy and compliance. Assist in the preparation of budgets, forecasts, and financial plans. Conduct financial analysis to support decision-making and strategic planning. Collaborate with clients and team members to resolve accounting issues and discrepancies. Assist in the coordination and support of financial audits and reviews. Provide guidance and support to staff on accounting principles and best practices. Stay updated on industry trends, regulations, and best practices in financial management. Perform additional tasks and projects as assigned by management. Core competenciesAnalytical Thinking Strong analytical skills to interpret financial data and provide insights. Attention To Detail Meticulous with a focus on accuracy and precision in financial analysis. Communication Strong verbal and written communication skills for effective interaction with clients and team members. Adaptability Flexible in responding to changing priorities and client needs. Problem-Solving Ability to identify and resolve complex accounting issues. Integrity Commitment to ethical conduct and confidentiality in handling financial information. Teamwork Ability to collaborate effectively with others to achieve common goals. Minimum RequirementsBachelor’s degree in Accounting, Finance, or a related field. 10+ years of experience in accounting or financial analysis roles. CPA certification or equivalent professional accreditation is preferred. Strong understanding of accounting principles, practices, and regulations. Proficiency in financial analysis tools and software. QuickBooks certified preferred. Excellent organizational skills and attention to detail. Ability to work independently and as part of a team. Strong computer skills, including proficiency in Microsoft Excel and other MS Office applications. Join TP4 Advisors & contribute your expertise to our teamJoin TP4 Advisors & contribute your expertise to our teamof professionals dedicated to delivering exceptional financial servicesIf you are a motivated and experienced accounting professional looking for a challenging and rewarding opportunity, we invite you to apply with us today. of professionals dedicated to delivering exceptional financial servicesIf you are a motivated and experienced accounting professional looking for a challenging and rewarding opportunity, we invite... --- - Published: 2024-03-26 - Modified: 2025-08-04 - URL: https://tp4advisors.com/our-team/ Our TeamWho We AreOur TeamWho We AreWhy TP4? Passionate - Dedicated - Professional TP4 gives you a solid foundation with strategic guidance that will facilitate sustainable growth. We help you uncover key growth drivers, build your roadmap and execute while keeping the heart of your business in mind. PerformanceHaving our client’s best interest at heart GrowthProviding expert financial guidance ProfitabilityUnderstanding value and maximizing it We’re known for building sustainable financial foundationsProviding demonstrated expertise to achieve your goals. What we doMeet Our Team of ExpertsOur partner-led teams bring the right mix of expertise and first hand “in the weeds” problem solving combined with integrity and confidentiality. Tom PaquettePartner & Co-Founder Read more Todd PfisterPartner & Co-Founder Read more DirectorsTara BrownDirector of Controller Services Read more Brian RussellDirector of Mergers & Acquisitions Read more Crystal CrowellDirector of Operations Read moreThomas StokesDirector of Client Services Read more Kelly CooleyDirector of Bookkeeping Services Read moreBusiness DevelopmentRachel BlackburnSenior Business Development Executive Read more Mark A. RogerBusiness Development Executive Read more Chris BosterImplementation Coordinator Read moreBrady PfisterAccount Manager Read more Casey MartinAccount Manager Read moreCFO AdvisorsMark BugajskiCFO Advisor Read morePaul DorgerCFO Advisor Read moreBrad HallerCFO Advisor Read moreDan LittmanCFO Advisor Read moreBill MeierCFO Advisor Read moreJeff ScheelerCFO Advisor Read moreGreg AckersonCFO Advisor Read moreSarah LongCFO Advisor Read moreControllersChaz NicholsController Specialist Read more Amy StudtController Specialist Read more Alan LoveController Specialist Read moreLisa Love HoltmanController Specialist Read moreSteve MarkleController Specialist Read moreLisa DriscollController Specialist Read moreAccounting ManagersTraci KingAccounting Manager & Training Coordinator Read more Chris DeMariaAccounting Manager Read more Jennifer HuntAccounting Manager Read more Kim LawAccounting Operations Manager Read more Merger & AcquisitionTyler TotinFinancial Analyst Read more Aidan Von GuntenFinancial Analyst Intern Read more Bookkeeping SpecialistsKia Webb GlantonBookkeeping Specialist Read more Elizabeth KoehlerBookkeeping Specialist Read more Christian CollinsBookkeeping Specialist Read more Tricia MoormanBookkeeping Specialist Read more Roxana HareBookkeeping Specialist Read more Abigail FriesBookkeeping Specialist Read more Aubre PetersBookkeeping Specialist Read more Michelle SpenglerBookkeeping Specialist Read moreCorinne PhillipsBookkeeping Specialist Read moreJeremy MartinBookkeeping Specialist Read moreKatelyn HoglundBookkeeping Specialist Read moreSupport StaffChristy CombsOperations Coordinator Read more Elizabeth WalshOffice Coordinator Read more Speak To Our Experts (513) 489-4874 or Request A ConsultationSpeak To Our Experts (513) 489-4874 or Request A Consultation What People Are Saying “We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of... --- - Published: 2024-03-26 - Modified: 2024-03-26 - URL: https://tp4advisors.com/careers/apply/ TP4 Advisors Application for EmploymentApply Today! TP4 Advisors Application for EmploymentApply Today! Join TP4 Advisors and become part of our team dedicated to delivering exceptional financial services to our clients. Application General InformationName(Required) First Last Other Names UsedAddress(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Phone(Required)Email(Required) Resume/Cover Letter Upload(Required) Drop files here or Select files Max. file size: 10 MB. Are you 18 years of age or older? (Required) Yes No Are you legally authorized to work in the U. S. for any employer? (Required) Yes No Position InformationPosition applying forStart date available MM slash DD slash YYYY Desired compensationHourly or Annually? Hourly Annually Do you prefer Full-time Part-time If part-time, hours per week desiredHours you are available to workDay available to work Monday Tuesday Wednesday Thursday Friday Saturday Sunday Are you able to work any of the following? Weekends Holidays Overtime How often can you travel? (if required) None up to 10% up to 25% up to 50% up to 75% 100% Do you have any friends and/or relatives working for this company? Yes No If yes, please provide name(s) and relationship(s)How did you learn about this opening? Work Experience BackgroundHave you previously worked for TP4? Yes No If yes what was your position, start date, and end date? Have you ever been involuntarily terminated or asked to resign from any job? Yes No If yes, please explainWork ExperiencePlease list all previous employment for the prior ten (10) years, beginning with the most recent. Please account for all time periods including unemployment, self-employment and military service. (Attach another document if needed)EmployerPhoneStart Date MM slash DD slash YYYY End Date MM slash DD slash YYYY PositionMay we contact? Yes No Reason for leaving? Supervisor's Name and TitleDescription of DutiesEmployerPhoneStart Date MM slash DD slash YYYY End Date MM slash DD slash YYYY PositionMay we contact? Yes No Reason for leaving? Supervisor's Name and TitleDescription of DutiesEmployerPhoneStart Date MM slash DD slash YYYY End Date MM slash DD slash YYYY PositionMay we contact? Yes No Reason for leaving? Supervisor's Name and TitleDescription of DutiesEducationHighest level completed High School/GED Technical School Associates Bachelors Masters PhD Course of StudyOther education, certifications, training, or special skillsProfessional ReferencesIdentify three persons who know your work, beginning with the most recent. NamePhoneEmail Position or TitleCompanyYears KnownNamePhoneEmail Position or TitleCompanyYears KnownNamePhoneEmail Position or TitleCompanyYears KnownAuthorization and AcknowledgementsI understand that this... --- - Published: 2024-03-25 - Modified: 2024-12-11 - URL: https://tp4advisors.com/careers/ Tomorrow's Opportunities, TodayDiscover a career with TP4 AdvisorsTomorrow's Opportunities, TodayDiscover a career with TP4 AdvisorsJoin TP4 Advisors & become part of our teamdedicated to delivering exceptional financial services to our clients. TP4 Advisors is a distinguished advisory firm committed to delivering comprehensive financial and strategic solutions across diverse industries. With a focus on excellence, integrity, and innovation, we leverage our extensive expertise to help clients navigate challenges and achieve their business goals. Our team of seasoned professionals is dedicated to exceeding client expectations and fostering success in a dynamic business environment. Accounting ManagerRead moreBookkeeping SpecialistRead moreBookkeeping InternRead moreCFO SpecialistRead moreController SpecialistRead more --- - Published: 2024-03-25 - Modified: 2025-01-29 - URL: https://tp4advisors.com/bookkeeping/ Bookkeeping Services for BusinessesGet Organized & Stay Compliant with Our Affordable Bookkeeping ServicesBookkeeping Services for BusinessesGet Organized & Stay Compliant with Our Affordable Bookkeeping ServicesAccurate Books, Better DecisionsTP4 Advisors at Your ServiceDo you find yourself routinely swamped by mountains of receipts, endlessly trying to reconcile and balance your accounts? Does the thought of diving into the intricacies of accounting only bring you stress? As a business owner, the hat rack in your office is undoubtedly crowded. From marketing strategist to customer service expert, you wear them all. Among all the tasks you tend to do, being your own accountant shouldn't be another role you dread. At TP4, we're very familiar with the accounting challenges business owners encounter daily. We can help! We strive to alleviate the time-consuming tasks of financial management, allowing you to reclaim valuable time. We offer more than just accounting solutions; we provide peace of mind, knowing that your financial affairs are in capable and experienced hands. Why Choose TP4 Advisors for Your Bookkeeping Needs? Cost-Effective TP4 Advisors’ bookkeeping services are extremely cost-effective compared to hiring and maintaining an in-house accounting team. Your business can save on salaries, benefits, training, and overhead costs associated with internal bookkeeping staff. Improve Efficency We utilize advanced accounting software and tools to streamline processes, automate tasks, and improve efficiency. Your business will benefit from access to the latest bookkeeping technology without significant upfront investments. Stay Compliant Outsourcing bookkeeping with TP4 Advisors will help your business mitigate risks and ensure compliance with industry standards. We continuously acquire new knowledge on and frequently integrate the latest updates for any regulatory changes, to help businesses effectively navigate any compliance challenges. Peace of Mind With TP4 Advisors’ bookkeeping services, you can have peace of mind knowing your financial records are managed by professionals who prioritize accuracy, security, and confidentiality. Allowing you to focus on strategic priorities without worrying about day-to-day bookkeeping tasks. Bookkeeping BenefitsCost Savings By entrusting your bookkeeping tasks to TP4 Advisors, you can say goodbye to the overhead costs associated with maintaining an in-house accounting department. Our efficient and streamlined processes translate into significant cost savings for your business, allowing you to allocate resources where they're needed most. Expertise With TP4 Advisors, you gain access to a team of skilled professionals who specialize in bookkeeping and financial management. Our experts possess a deep understanding of accounting principles and stay abreast of the latest... --- - Published: 2024-03-25 - Modified: 2025-01-29 - URL: https://tp4advisors.com/accounting/ Accounting Services for BusinessesGet Organized & Stay Compliant with Our Affordable Accounting ServicesAccounting Services for BusinessesGet Organized & Stay Compliant with Our Affordable Accounting ServicesNumbers That Drive SuccessTP4 Advisors at Your ServiceDo you find yourself routinely swamped by mountains of receipts, endlessly trying to reconcile and balance your accounts? Does the thought of diving into the intricacies of accounting only bring you stress? As a business owner, the hat rack in your office is undoubtedly crowded. From marketing strategist to customer service expert, you wear them all. Among all the tasks you tend to do, being your own accountant shouldn't be another role you dread. At TP4, we're very familiar with the accounting challenges business owners encounter daily. We can help! We strive to alleviate the time-consuming tasks of financial management, allowing you to reclaim valuable time. We offer more than just accounting solutions; we provide peace of mind, knowing that your financial affairs are in capable and experienced hands. Why Choose TP4 Advisors for Your Accounting Needs? Save Time Accounting services can streamline operations by not only saving valuable time but also helping pinpoint abnormalities and potential fraud in a company's financial activities. With professional audits and vigilant monitoring, our accounting services keep your business on track but also promptly identify any irregularities. Get Organized Accounting services play a significant role in identifying irregularities and potential fraud within a business's financial operations. Through regular audits and monitoring, our accounting services can detect fraudulent activities early and implement controls to prevent future occurrences. Stay Compliant Navigating the complex world of taxes is challenging for businesses. As part of our accounting services for businesses, we coordinate with your tax accountants to prepare reports as well as collect data in a collaborative effort to help minimize the risk of penalties while optimizing the business’s tax position. Peace of Mind Providing comprehensive financial oversight and expertise. Our meticulous analysis helps ensure accuracy and compliance with regulations, minimizing the risk of errors. By instilling confidence that your financial affairs are in capable hands, you can focus on other aspects of your business with assurance. Accounting BenefitsDocumentation Many businesses struggle with maintaining accurate and organized financial records. TP4 Advisors accounting services ensure your business's financial transactions are properly recorded, categorized, and stored, facilitating easy access and analysis. Financial Reporting and Analysis Accurate financial reporting is crucial for understanding a business's financial health. Our accounting services... --- - Published: 2024-03-25 - Modified: 2024-05-16 - URL: https://tp4advisors.com/careers/bookkeeping-specialist/ Bookkeeping SpecialistBookkeeping SpecialistJoin our Team! TP4 Advisors - Bookkeeping SpecialistWe are seeking detail-oriented and experienced Bookkeepers to join our team and assist in managing our clients' financial records accurately and efficiently. The ideal candidate will have a strong understanding of bookkeeping principles, proficiency in relevant software, and the ability to work independently and collaboratively. ResponsibilitiesRecord financial transactions, including accounts payable, accounts receivable, and payroll entries. Maintain accurate and up-to-date general ledger accounts. Reconcile bank statements, credit card transactions, and other financial records. Prepare and process invoices, bills, and expense reports. Assist in the preparation of financial statements and reports as needed. Ensure compliance with accounting policies, procedures, and regulations. Collaborate with clients and team members to resolve any discrepancies or issues. Provide support during financial audits and reviews. Stay updated on industry trends and best practices in bookkeeping. Perform additional tasks and projects as assigned by management. Core competenciesAttention To Detail Meticulous with a focus on accuracy and precision in bookkeeping tasks. Time Management Ability to prioritize tasks and manage time effectively to meet deadlines. Communication Strong verbal and written communication skills for effective interaction with clients and team members. Problem-Solving Ability to identify and resolve discrepancies or issues in financial records. Adaptability Flexible in responding to changing priorities and client needs. Integrity Commitment to ethical conduct and confidentiality in handling financial information. Teamwork Ability to collaborate effectively with others to achieve common goals. Minimum RequirementsHigh school diploma or equivalent; associate degree in accounting or related field preferred. 3+ years of experience in bookkeeping or accounting roles. Proficiency in bookkeeping software such as QuickBooks, Xero, or similar platforms. Strong understanding of bookkeeping principles and practices. Excellent organizational skills and attention to detail. Ability to work independently and as part of a team. Strong computer skills, including proficiency in Microsoft Excel and other MS Office applications. Join TP4 Advisors & contribute your expertise to our teamJoin TP4 Advisors & contribute your expertise to our teamof professionals dedicated to delivering exceptional financial servicesIf you are a motivated and experienced accounting professional looking for a challenging and rewarding opportunity, we invite you to apply with us today. of professionals dedicated to delivering exceptional financial servicesIf you are a motivated and experienced accounting professional looking for a challenging and rewarding opportunity, we invite you to apply today. Apply today --- - Published: 2024-03-25 - Modified: 2024-12-11 - URL: https://tp4advisors.com/our-team/todd-pfister/ Schedule a ConsultationPartner & Co-Founder (513) 489-4874 (513) 543-3325 todd. pfister@tp4advisors. com Todd Pfister specializes in maximizing value for closely held business owners and their families, drawing on over 30 years of experience in finance, corporate development, M&A, operations, sales, and human resources. He has consistently delivered top and bottom-line results across a broad range of industries. With extensive knowledge of finance acquired through leading corporate development teams and assisting family businesses, he serves as a leading regional business finance resource, providing knowledge and guidance for buy and sell side transactions. In addition to his role at TP4 Advisors, Todd is the Managing Partner of FranNet MidAmerica, where he counsels individuals and franchise organizations, developing the best strategic fit for all stakeholders. Before co-founding TP4 Advisors in 2013, he owned, operated, and/or managed several small and medium-sized businesses in the manufacturing, consulting, technology, and financial services industries. Todd is actively involved in the business community, serving as a service provider to The Goering Center, past president and board member of the Association for Corporate Growth (ACG), member of the University of Cincinnati’s Kolodzik Business Scholars (KBS) advisory board, and participant in the CEO Roundtable at Cincinnati Hills Christian Academy. He frequently hosts business ownership and financial programs throughout the region. Todd was honored with the John F. Barrett Entrepreneur Vision Award from the Entrepreneurs’ Organization of Cincinnati and LEAD Tribune Media Group in 2017. A graduate of Taylor University with an MBA from Xavier University, Todd resides in Cincinnati with his wife, Natalie, and their four children. --- - Published: 2024-03-24 - Modified: 2025-01-29 - URL: https://tp4advisors.com/business-valuation/ Get a Professional Business ValuationUnlock Your Business's True PotentialGet a Professional Business ValuationUnlock Your Business's True PotentialA Clear Understanding of Your Company’s True ValueTP4 Advisors at Your ServiceAs a business owner, you understand the dedication and hard work it takes to build something from the ground up. Your company is more than just a venture—it's a reflection of your passion, vision, and relentless commitment to success. Now, as you continue to navigate the complexities of the business world, it's crucial to have a clear understanding of your company's true value. That's where we come in. At TP4 Advisors, we specialize in providing professional business valuation services that go beyond mere numbers. Our team of seasoned experts recognizes that your business is a culmination of your efforts, aspirations, and dreams. That's why we approach each valuation with the care, attention to detail, and insight it deserves. Why Choose TP4 Advisors for Your Business Valuation Needs? Understand Your Business's Worth Gain a clear understanding of your company’s current market value, helping you make informed decisions about growth, investment, and exit strategies. Make Strategized Decisions Use your valuation to guide key business decisions, such as mergers and acquisitions, capital raises, and succession planning. Attract Investors & Buyers A professional valuation can be a powerful tool when seeking investment or preparing for a sale, providing potential investors and buyers with confidence in your company’s value. Empower Financial Planning Understand the impact of your business’s value on your personal financial planning, including retirement planning and estate planning. TP4 Advisors Business Valuation ServicesKnowledge to Make Informed DecisionsWith our comprehensive valuation process, we delve deep into every aspect of your business, analyzing its financial performance, market position, growth prospects, and more. Our goal is to provide you with a holistic and accurate assessment of your company's worth, giving you the knowledge and confidence you need to make informed decisions about its future. Attract Capital & InvestorsA professional valuation can be a powerful tool when seeking investment, providing potential investors with confidence in your company's value. Estate PlanningA business valuation can help you plan for the future of your business and ensure a smooth transition to the next generation. Make Informed DecisionsA business valuation provides you with the critical information you need to make strategic decisions about your company's future. Prepare for Sale or ExitIf you're considering selling your business, a valuation will help you determine the optimal... --- - Published: 2024-03-24 - Modified: 2025-01-29 - URL: https://tp4advisors.com/m-and-a-services/ Merger & Acquisition ServicesSell Your Business with ConfidenceExpert Sell-Side Merger & Acquisition ServicesSell Your Business with ConfidenceGuidance for Successful TransactionsTP4 Advisors at Your ServiceDo you find yourself routinely swamped by mountains of receipts, endlessly trying to reconcile and balance your accounts? Does the thought of diving into the intricacies of accounting only bring you stress? As a business owner, the hat rack in your office is undoubtedly crowded. From marketing strategist to customer service expert, you wear them all. Among all the tasks you tend to do, being your own accountant shouldn't be another role you dread. At TP4, we're very familiar with the accounting challenges business owners encounter daily. We can help! We strive to alleviate the time-consuming tasks of financial management, allowing you to reclaim valuable time. We offer more than just accounting solutions; we provide peace of mind, knowing that your financial affairs are in capable and experienced hands. Why Choose TP4 For Sell-Side M&A ServicesStrategic Guidance Beyond managing transactions, TP4 Advisors provides strategic guidance to best prepare your business for sale, increasing its value pre-market, and navigating post-sale transitions. Comprehensive Support To provide a seamless and stressless experience we offer support from initial valuation and preparation for sale through to negotiation, due diligence, and closing. Risk Mitigation Our expertise also allows us to help identify and address potential risks early in the M&A process. This not only saves time and costs but also, improves the success of the transaction. Dedicated to Your Success TP4 Advisors takes the time to understand your business, objectives, and personal goals to suit the M&A process to your specific needs. Our M&A ServicesBusiness Valuation We provide accurate, insightful valuations of your business, helping you understand its current market value and identify potential areas for improvement. Pre-Sale Preparation We work with you to prepare your business for sale, including developing a marketing strategy, creating financial projections, and addressing any potential issues. Marketing & Buyer IdentificationWe leverage our extensive network and industry expertise to identify and attract qualified buyers for your business. Negotiation & Deal Structuring: We represent your interests throughout the negotiation process, ensuring you get the best possible deal and terms for your business. Closing & Post-Closing SupportWe provide guidance and support throughout the closing process and beyond, ensuring a smooth transition for you and your team. TP4 Advisors M&A ServicesDon't leave the future of your business to chance. We are... --- - Published: 2024-03-24 - Modified: 2025-01-29 - URL: https://tp4advisors.com/advisory-services/ Business Advisory ServicesBoost Your BusinessBusiness Advisory ServicesBoost Your BusinessExperts in Finance & StrategyTP4 Advisors at Your ServiceAdvisory services serve as a cornerstone for businesses in tackling unique challenges that can suddenly arise in today's ever-evolving and fiercely competitive business market. TP4 Advisors can provide you with invaluable support in capitalizing on emerging opportunities, overcoming obstacles, and steering toward sustainable growth and lasting success. Our team of seasoned advisors recognizes the pivotal role strategic guidance can play in shaping your business's future. Beyond mere consultation, our advisory services are formulated to provide actionable insights and operational expertise tailored to the unique needs of each client. We understand that every business possesses its own set of objectives and hurdles, and we stand ready to offer personalized solutions that drive tangible results. Why Choose TP4 Advisors for Your Advisory Needs? Improved Decision Making We provide you with valuable information and analysis so you can make more informed strategic decisions. Increased Profitability We provide you with valuable information and analysis so you can make more informed strategic decisions. Sustainable Growth We advise you on implementing strategies that will help you grow sustainably in the long term. Access to Experts We connect you with a team of highly qualified professionals with extensive experience in the business world. Advisory BenefitsStrategic Planning Strategic planning empowers businesses to align their goals with market opportunities, mitigate risks, and optimize resource allocation. Through comprehensive analysis and objective insights, advisory firms assist businesses in developing resilient strategies that drive sustainable growth and competitive advantage. Financial Management Financial management allows businesses to optimize their cash flow, minimize potential financial risks, and enhance profitability. By leveraging expert analysis and strategic guidance, advisory firms assist businesses in making informed financial decisions that support their long-term growth and success. Operational Improvement Operational improvement of streamlined processes, increased efficiency, and reduced costs for the organization. With TP4 Advisors businesses can leverage best practices and strategic insights, to enhance their productivity and competitiveness, ultimately driving sustainable growth and success. Risk Management We help businesses identify, assess, and mitigate potential risks that could impact their operations and financial performance. By providing expert analysis and strategic guidance, TP4 Advisors assist businesses in implementing proactive risk management strategies, safeguarding their assets, and maintaining long-term resilience and stability. Performance Measurement TP4 Advisors will help your organization establish key performance indicators (KPIs) and metrics to monitor performance, track progress against goals, and... --- - Published: 2024-03-22 - Modified: 2024-12-11 - URL: https://tp4advisors.com/case-study/ Case studiesWe are providing successful solutions for your businessCase studiesWe are providing successful solutions for your businessthe success stories of our clients Yagoot Read more Assisting Hands Read more RTM Consulting, Inc. Read more Assisting Hands Read more RTM Consulting, Inc. Read more RTM Consulting, Inc. Read more What People Are Saying “We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of the cost of a full-time CFO. We highly recommend their services! ” Kelly Mahan, President, Under The Weather “TP4 developed daily metrics reporting that allowed Busken to measure revenue and key costs components that drive profitable growth. TP4 was also instrumental in streamlining our accounts payable via their one-touch payable process and enhanced our inventory controls to monitor and track materials. TP4’s leadership and guidance has had an incredible impact on our business! ” Dan Busken, President & CEO, Busken Bakery “The TP4 team was great to work with. They made the process of getting CoreBridge and QuickBooks setup incredibly easy by getting an understanding of how I’d be running my business to completing all the necessary steps in a very timely manner. I’d highly recommend working with them. ” Matias Wigozki, Boston Signs and GraphicsLeave us a reviewSee us on google --- - Published: 2024-03-19 - Modified: 2025-08-04 - URL: https://tp4advisors.com/cfo-services/ CFO ServicesStrategic & Personalized CFO GuidanceCFO ServicesStrategic & Personalized CFO GuidanceMeet Our CFO ExpertsTom PaquettePartner & CFO Advisor Read moreTara BrownCFO Advisor Read moreGreg AckersonCFO Advisor Read moreMark BugajskiCFO Advisor Read morePaul DorgerCFO Advisor Read moreBrad HallerCFO Advisor Read moreDan LittmanCFO Advisor Read moreBill MeierCFO Advisor Read moreJeff ScheelerCFO Advisor Read moreOur CFOs UnderstandFinancial Stewardship Their stewardship helps safeguard the organization's assets and ensures its long-term financial viability. Strategic Decision-Making Their strategic guidance is instrumental in driving the company's growth and competitiveness in the marketplace. Risk Management Implementing robust internal controls and risk management frameworks, CFOs help protect the organization from financial losses and reputational damage. Investor Confidence By providing transparent and accurate financial reporting, CFOs help build investor confidence and trust, which is essential for maintaining access to capital and supporting the company's growth initiatives. Operational Efficiency By implementing sound financial management practices, CFOs help streamline processes, optimize resource allocation, and improve overall operational performance. Compliance and Governance Fostering a culture of compliance and transparency, CFOs help mitigate legal and regulatory risks. Is there a difference between an accountant or bookkeeper and a CFO? Yes! Your accountant or bookkeeper deals with what’s happened in the past by tracking historical trends, income, and spending. A CFO is the only financial expert who predicts the future of your company’s finances. They analyze your financial data to determine where your business is going and how your actions impact your wealth months and years later. Business leaders use a CFO’s expertise to make strategic financial decisions and drive toward their goals. Navigating Complex Financial LandscapesIs Easy with TP4 Advisors There to Guide You! CFOs are integral to the success of an organization by providing financial leadership, strategic direction, risk management, and governance oversight. Responsible for overseeing the financial health of the organization, they implement robust internal controls and risk management frameworks, to help protect the organization from financial losses and reputational damage. A CFO's insights are essential for navigating complex financial landscapes, driving growth, and creating long-term value for shareholders and stakeholders. Book Your Strategy Session Today Name(Required) First Last Email(Required) Phone(Required)Company Name(Required) Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_33" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender;... --- - Published: 2022-10-19 - Modified: 2025-07-01 - URL: https://tp4advisors.com/news/ Main newsFind out relevant information verified by our expertsMain NewsFind out relevant information verified by our experts Categories: Business Valuation, CFO, FinanceHelping You Build Strong Financial FoundationsRead more We Have Helped These Clients and We Can Help You, Too! TP4 Advisors has been passionate about helping our clients effectively streamline their financial operations since 2015. Our various teams of professionals have guided clients to build effective processes that ensure continued growth and success. We are proud of how we have helped our clients improve their financial literacy and daily operations over the years. We would like to showcase some of our successful clients and 2025-07-01T09:58:22-04:00May 1, 2025|Accounting, bookkeeping, CFO|Read More Latest News2025-07-01T09:58:22-04:00We Have Helped These Clients and We Can Help You, Too! 2025-07-01T09:58:22-04:00May 1, 2025|Accounting, bookkeeping, CFO|2025-08-04T12:28:30-04:00The Hidden Costs of DIY Bookkeeping2025-08-04T12:28:30-04:00April 7, 2025|bookkeeping, Franchise Accounting Solutions News|2025-07-01T09:56:54-04:00TP4 Advisors Is Evolving2025-07-01T09:56:54-04:00April 1, 2025|bookkeeping, Uncategorized|2025-08-04T12:16:58-04:00Balance Sheet Basics Made Easy2025-08-04T12:16:58-04:00March 10, 2025|bookkeeping, Franchise Accounting Solutions News|2024-11-27T16:20:03-05:00March 2025 Invoice Like a Pro With the Help of TP4 Advisors2024-11-27T16:20:03-05:00March 1, 2025|Account Controller, Accounting, Advisory, bookkeeping, Business Valuation, CFO, CPA, Finance, M&A|2025-02-20T15:19:15-05:00Rachel Blackburn: Embodiment of TP4’s Four C’s! 2025-02-20T15:19:15-05:00February 24, 2025|Community|2025-08-04T12:28:04-04:00Preventing Common Financial Pitfalls2025-08-04T12:28:04-04:00February 14, 2025|bookkeeping, Franchise Accounting Solutions News|2025-06-30T15:36:56-04:00Build an Efficient Budget for a Bright 20252025-06-30T15:36:56-04:00February 1, 2025|Account Controller, Accounting, Advisory, bookkeeping, Business Valuation, CFO, CPA, Finance, M&A|2025-01-23T17:06:05-05:00Top 5 Bookkeeping Mistakes Franchise Owners Make2025-01-23T17:06:05-05:00January 23, 2025|bookkeeping, Franchise Accounting Solutions News|2024-12-03T15:07:23-05:00January 2025 Cash Flow Basics2024-12-03T15:07:23-05:00January 1, 2025|Uncategorized|2024-12-03T17:10:37-05:00Celebrating a Year of Achievements at TP4 Advisors! 2024-12-03T17:10:37-05:00December 1, 2024|Account Controller, Accounting, Advisory, bookkeeping, Business Valuation, CFO, CPA, Finance, M&A|2024-11-20T18:21:09-05:00TP4 Advisors September Financial Wellness2024-11-20T18:21:09-05:00September 1, 2024|Advisory, bookkeeping, CFO|2024-08-01T10:58:50-04:00TP4 Advisors August Financial Boost2024-08-01T10:58:50-04:00August 1, 2024|Account Controller, Accounting|2024-03-26T00:19:09-04:00TP4 Advises RTM Consulting in its Transaction with Belcan2024-03-26T00:19:09-04:00January 26, 2024|Accounting, CFO, M&A|2024-03-26T00:19:53-04:002024: A New Year for Back Office Accounting2024-03-26T00:19:53-04:00January 3, 2024|Accounting|2025-06-30T15:39:39-04:00Reflecting on TP4 Advisors’ 2023 Wins & Looking to 20242025-06-30T15:39:39-04:00December 27, 2023|CFO, CPA, Finance|2024-04-09T12:57:36-04:00Unlocking Opportunities: A Glimpse into TP4 Advisors2024-04-09T12:57:36-04:00December 14, 2023|Advisory, bookkeeping, Business Valuation, CFO, CPA, Finance, M&A|2025-06-30T15:37:56-04:00New Hire: Director of Business Development at TP4 Advisors2025-06-30T15:37:56-04:00May 2, 2023|Business Valuation, CFO, Finance|2024-04-09T17:09:46-04:00TP4 Advisors Recognized as Fast 55 Finalist for Region2024-04-09T17:09:46-04:00April 5, 2023|Business Valuation, CFO, Finance|2025-06-30T15:41:40-04:00TP4 Facilitates Acquisition of National Heating by Heartland2025-06-30T15:41:40-04:00February 9, 2023|Accounting, CFO, M&A|2024-04-09T13:37:00-04:00What Gets Measured is What Grows2024-04-09T13:37:00-04:00November 6, 2022|Accounting, Advisory, bookkeeping, Business Valuation, CFO, Finance, M&A|2024-04-09T12:37:06-04:00The Importance of a Sound Tax Strategy as a Business Owner2024-04-09T12:37:06-04:00October 20, 2022|Accounting, Advisory, Finance|2024-04-09T12:46:23-04:00The Value of a Good Team2024-04-09T12:46:23-04:00October 13, 2022|Business Valuation, CFO, Finance|2024-04-09T17:17:01-04:003 Things to Consider When Selecting an M&A Advisor2024-04-09T17:17:01-04:00September... --- - Published: 2022-10-14 - Modified: 2025-06-30 - URL: https://tp4advisors.com/resources/ Resourcescheck our success stories & blogResourcescheck our success stories & blogall financial informationStay informed with our most relevant success stories and read our blog articles with verified financial informationCase Studies100+years in business 97%happier clients 2025-07-01T12:55:06-04:00 Yagoot2025-07-01T12:56:09-04:00 Assisting Hands2025-07-01T12:56:27-04:00 RTM Consulting, Inc. What People Are Saying “We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of the cost of a full-time CFO. We highly recommend their services! ” Kelly Mahan, President, Under The Weather “TP4 developed daily metrics reporting that allowed Busken to measure revenue and key costs components that drive profitable growth. TP4 was also instrumental in streamlining our accounts payable via their one-touch payable process and enhanced our inventory controls to monitor and track materials. TP4’s leadership and guidance has had an incredible impact on our business! ” Dan Busken, President & CEO, Busken Bakery “The TP4 team was great to work with. They made the process of getting CoreBridge and QuickBooks setup incredibly easy by getting an understanding of how I’d be running my business to completing all the necessary steps in a very timely manner. I’d highly recommend working with them. ” Matias Wigozki, Boston Signs and GraphicsLeave us a reviewSee us on google Blogs & InsightsStay informed with our proven financial news from our business experts 2025-07-01T09:56:54-04:00TP4 Advisors Is Evolving2025-07-01T09:56:54-04:00April 1, 2025|2025-08-04T12:16:58-04:00Balance Sheet Basics Made Easy2025-08-04T12:16:58-04:00March 10, 2025|2025-07-01T10:48:28-04:00Helping You Build Strong Financial Foundations2025-07-01T10:48:28-04:00June 12, 2025|2025-07-01T09:56:05-04:00October 2024 Get Ready for a Sale2025-07-01T09:56:05-04:00June 1, 2025|2025-07-01T09:58:22-04:00We Have Helped These Clients and We Can Help You, Too! 2025-07-01T09:58:22-04:00May 1, 2025|Do you want to read more articles? Go blog page --- - Published: 2022-10-10 - Modified: 2024-12-11 - URL: https://tp4advisors.com/contact-us/ Three Locations, One CommitmentTP4 Advisors is Here to Help You GrowThree Locations, One CommitmentTP4 Advisors is Here to Help You GrowCincinnatiIndianapolisTampaNeed to get in touch with us? Thank you for your interest in TP4 Advisors! Please fill out this form and we will respond as soon as we can. Start Your Financial Transformation Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_35" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. TP4 Advisors, OH8180 Corporate Park Dr. Suite #245 Cincinnati, OH 45242TP4 Advisors, FL100 S. Ashley Dr. , Suite 600, Tampa, FLTP4 Advisors, IN550 Congressional Blvd. Suite 350-53, Carmel, INWhat People Are Saying “We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of the cost of a full-time CFO. We highly recommend their services! ” Kelly Mahan, President, Under The Weather “TP4 developed daily metrics reporting that allowed Busken to measure revenue and key costs components that drive profitable growth. TP4 was also instrumental in streamlining our accounts payable via their one-touch payable process and enhanced our inventory controls to monitor and track materials. TP4’s leadership and guidance has had an incredible impact on our business! ” Dan Busken, President & CEO, Busken Bakery “The TP4 team was great to work with. They made the process of getting CoreBridge and QuickBooks setup incredibly easy by getting an understanding of how I’d be running my business to completing all the necessary steps in a very timely manner. I’d highly recommend working with them. ” Matias Wigozki, Boston Signs and GraphicsLeave us a reviewSee us on google --- - Published: 2022-10-04 - Modified: 2025-01-29 - URL: https://tp4advisors.com/services/ Financial ExpertiseWe become your internal accounting departmentFinancial ExpertiseWe become your internal accounting departmentServices we offerAccounting Completely customizable to the financial needs of your business. Read MoreBookkeeping Complete oversight of Payables Process from anywhere Read MoreController Services Entities of any industry and size can opt for controller services Read MoreCFO AdvisoryCritical forward looking information for management teamRead MoreBusiness Valuation With Accurate, Insightful Valuations For Strategic Decision Making Read MoreCapital Services Empowering businesses to unlock growth potential, and plan for a prosperous future. Read MoreM&A ServicesM&A advisors will guide you through every step of the processRead MoreAffiliate ProgramsComing SoonPassionate - Dedicated - Professional What brought you here? Review of company’s key performance indicators (KPIs) and create metrics tracking report. Also analysis and recommendations on all major categories of income statement and balance sheet. Are you a small business owner feeling like you need a financial foundation? Maybe you’re a growing mid-sized business needing timely and accurate financial statements. You’re a high growth business needing finance professionals who know their stuff. You understand that we’re cheaper than hiring a full-time CFO (a team of experts is better)Level Up Your BusinessYou deserve a successful business TP4 Advisors streamlines your financial processes to help you make better business decisions with better information. Keeping your books current and increasing your efficiency, all while reducing your overhead costs. Sounds too good to be true, we know. Luckily, we’re not the lying type. Schedule a consultation Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Please, select how can we help you(Required) CFO Services Business Valuation Advisory Services Merger & Acquisition Bookkeeping Accounting Controller Services Name VerificationPlease provide your name a second time to reduce spam submissionsName(Required) First Last Δdocument. getElementById( "ak_js_36" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. Speak To Our Experts (513) 489-4874 or Request A QuoteSpeak To Our Experts (513) 489-4874 or Request A QuoteWhat People Are Saying “We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered on all of their... --- - Published: 2022-09-19 - Modified: 2025-01-30 - URL: https://tp4advisors.com/ Financial Foundationsfor Sustainable GrowthFinancial Foundationsfor Sustainable GrowthPerformanceGrowthProfitabilityPerformanceGrowthProfitabilityPerformanceGrowthProfitabilityPerformanceGrowthProfitabilityWhy TP4? TP4 gives you a solid foundation with strategic guidance that will facilitate sustainable growthWe become your internal bookkeeping and accounting department. Keeping your books current and increasing your efficiency, all while reducing your overhead costs. Accounting- Timely and accurate financial statements - Eliminate time-consuming paperwork - Increased visibility for management - From bottleneck identification to impact on cash flow - Elimination of paper in the approval process - No more lost documents: trail of approvals and processing - Complete oversight of payables process from anywhere Read moreComplete BookkeepingThat stack of paperwork sitting on your desk? Doesn’t stress us out! All of those questions you have about processes? We have the answers to them. Every business is different. Which is why we offer custom packages. Completely customizable to the financial needs of your business. Read moreStrategic & Personalized CFOYour accountant and/or bookkeeper deals with what’s happened in the past. Tracking historical trends, income and spending. A CFO is the only financial expert who predicts the future of your company’s finances. They analyze your financial data to determine where your business is going and how your actions impact your wealth months and years later. Business leaders use a CFO’s expertise to make strategic financial decisions and drive toward their goals. Read moreBusiness ValuationDo you know how much your business is worth? If that answer is “no,” we’d like to show you. TP4 offers various packages that explore the value of each aspect of your business. Read moreMergers & AcquisitionsBuilding a successful business is an incredible achievement. But when the time comes to move on, navigating the complexities of selling your company can be daunting. We understand that selling your business is a major life decision. That's why we offer comprehensive sell-side M&A services designed to maximize the value of your business and achieve a successful exit on your terms. Our team of experienced M&A advisors has a proven track record of guiding business owners through every step of the sell-side process. Read moreAdvisory ServicesIn today's dynamic business landscape, navigating challenges and seizing opportunities can feel like a constant uphill battle. We believe you don't have to go it alone. Our personalized advisory services provide you with the guidance and expertise you need to make informed decisions, overcome obstacles, and achieve your long-term goals. Read moreSpeak To Our Experts (513) 489-4874 or Request A QuoteSpeak... --- --- ## Posts - Published: 2025-06-12 - Modified: 2025-07-01 - URL: https://tp4advisors.com/helping-you-build-strong-financial-foundations/ - Categories: Business Valuation, CFO, Finance Managing your business’s finances while trying to focus on day-to-day operations can be exhausting, but with the right help and expertise you can streamline your finances and focus on building your business. With more than 160 years combined experience, TP4 Advisors’ team of financial experts has been providing financial advice to businesses, helping them optimize their companies for compliance, performance, acquisitions, divestiture and growth. At TP4 Advisors, we’re committed to helping you and your company build strong financial foundations for sustainable growth. What Sets Us Apart We know that every business faces different challenges, and our TP4 Advisors team is ready to give you the personalized service you need for a better financial future. Our CFOs, Controllers and Bookkeepers work closely with you, understanding your needs and taking them to heart in order to create a roadmap for your business that maximizes your value. And unlike other financial advisors who focus on one area of specialization, our team offers demonstrated expertise in five essential areas: Bookkeeping and Accounting Services We’re ready to help you simplify your bookkeeping so you can focus on running your business and keep your operations running smoothly. With our comprehensive package you get support for accounts receivable and payable, bank reconciliations, general ledger work, prepared financial statements and more. We work with your current system and provide you with a Financial Road Map to achieve your goals. Accounting Controllership Accounting Controllership requires years of knowledge and expertise that our team members are ready to provide. We’ll help you with everything from regular transactions, reporting, timely and accurate financial statements, board meeting support, bank relationship management, training staff and management and much more. CFO Guidance Our highest level package provides you with our full range of expertise with everything from basic bookkeeping to cash flow management, strategy, valuation, and mergers and acquisitions readiness to keep on top of your changing business needs and help your company grow. Our CFOs can review all processes, services and products to give you a better understanding of how each impact your bottom line. Business Valuation We want you to be fully informed and aware of the financial risk and implications associated with business transactions, which is why we provide multiple valuation options tailored to meet your company’s needs. Mergers & Acquisitions Whether you’re expanding your business through acquisitions or are considering selling, navigating the process can be overwhelming. TP4 Advisors is... --- - Published: 2025-06-01 - Modified: 2025-07-01 - URL: https://tp4advisors.com/october-2024-get-ready-for-a-sale/ - Categories: Business Valuation, M&A When the time comes to sell or transfer ownership of your business, getting a solid grasp of your financial situation is critical. You have worked tirelessly to establish and grow your business. The thought of selling or transferring ownership, either soon or in the future, may feel bittersweet. The Advisors at TP4 are skilled at guiding business owners, like yourself, to identify the true value of their businesses and help them prepare for the next steps. A business valuation is a great first step in determining the process you will take to prepare to sell or transfer ownership of your business. A business valuation will give you an accurate, insightful picture of your business’s finances and will guide you to understand its current market value. This will help you determine what your business is worth and the right time to sell. Interested in learning more about business valuations? TP4 Advisors are ready to help! Trusting TP4 Advisors with your business valuation will ensure that you have the information necessary to make informed decisions regarding the future of your business. Use the information gathered from the valuation to drive your future decisions such as mergers and acquisitions, capital raises, and succession planning Showcase your business’s worth to attract potential investors Reference objective information when resolving partnership disputes and determining each partner’s interest Analyze market trends along with the information gathered from the valuation to determine the optimal time to sell and maximize your return on investment TP4 understands the process in which a business owner takes to prepare for a sell-side merger or an acquisition. An Advisor will guide you every step of the way, from learning your business’s value to closing the deal. Rest assured that we are here to help you... Develop a marketing strategy to attract potential buyers Navigate the negotiation process Access a wider pool of buyers through our extensive network and industry experience Handle many of the tasks involved in the selling process The Advisors at TP4 are here to help you through the next phase of business ownership. Trust us to help you make the best decisions regarding the future of your business. Contact TP4 Advisors today to schedule a no-cost consultation with one of our expert Advisors to learn more about the financial management services that are available and best suited for your business’s unique needs! --- - Published: 2025-05-01 - Modified: 2025-07-01 - URL: https://tp4advisors.com/we-have-helped-these-clients-and-we-can-help-you-too/ - Categories: Accounting, bookkeeping, CFO TP4 Advisors has been passionate about helping our clients effectively streamline their financial operations since 2015. Our various teams of professionals have guided clients to build effective processes that ensure continued growth and success. We are proud of how we have helped our clients improve their financial literacy and daily operations over the years. We would like to showcase some of our successful clients and share how our advisory services have helped them establish more efficient financial management solutions. Client Spotlight 1: Scaled Operations to Support Expansion One of our clients, a SaaS company specializing in design management software, faced challenges in scaling their operations and managing financial complexities as they expanded. The need for comprehensive financial management and accounting services was becoming urgent. We provided this client with our Bookkeeping, Controller, and CFO Services to evaluate their current financial situation and prepare for the future. Over the course of two years, our client achieved success that could not have been attained without the guidance of TP4 Advisors: Established a solid financial foundation for future investments Expansion into new markets and countries Revenue skyrocketed from $4 million to $18 million “Thanks to TP4 Advisors, our financial foundation is stronger than ever. ” - TP4 client since 2023 Client Spotlight 2: Streamlined Financial Management Processes Another client was facing various challenges such as managing their payroll, tracking commission for sales representatives, and handling 401(k) contributions. These roadblocks were getting in the way of the client successfully planning for the future and continuing to grow their business. The TP4 Advisors Bookkeeping Specialist team helped streamline the client’s financial management processes and created more effective systems such as payroll management, 401(k) plan administration, and new software implementation. “TP4's services have been invaluable to us. Their expertise in payroll management and sales tax filing has saved us countless hours and ensured that we remain compliant with all regulations. We can now focus on growing our business, knowing that our financial operations are in good hands. ” - TP4 client since 2021 Client Spotlight 3: An Enlightened Plan for Sustainable Growth A client approached TP4 with a need to transition leadership from the company’s founders to its management team. The desire to retain the founders’ vision while also adapting current processes to account for future changes and growth was becoming a challenge. TP4 Advisors created a financial model that matches the strategic plan to maintain... --- - Published: 2025-04-07 - Modified: 2025-08-04 - URL: https://tp4advisors.com/the-hidden-costs-of-diy-bookkeeping/ - Categories: bookkeeping, Franchise Accounting Solutions News - Tags: Balance Sheet, Bookkeeping, Business, Cash, DIY, Finance, Franchise, Franchise Accounting Solutions, Value Is DIY Bookkeeping Costing You More Than You Think? Many business owners believe they can save money by handling their bookkeeping, but the reality often tells a different story. While it may seem like a cost-effective solution at first glance, DIY bookkeeping can lead to inefficiencies, compliance risks, and ultimately, higher expenses. The Risks of DIY Bookkeeping Time Drain: Bookkeeping is a time-consuming task that diverts your attention from core business operations. Instead of focusing on growth, you may find yourself buried in spreadsheets and receipts. Costly Errors: Without professional expertise, mistakes in bookkeeping can lead to penalties, missed deductions, and inaccurate financial reporting. Peace of Mind: Knowing that your bookkeeping is handled by professionals can give you peace of mind, allowing you to concentrate on running your business without worrying about financial details. Lost Opportunities: A professional bookkeeper can provide valuable insights that help you make informed financial decisions, something that DIY approaches often overlook. Why Professional Bookkeeping Makes SensePartnering with experts like TP4 Advisors ensures that your financial records are accurate, compliant, and strategically managed. Our team helps franchise owners avoid costly pitfalls and maximize profitability. How TP4 Advisors Can HelpDon’t let bookkeeping mistakes drain your resources. Contact TP4 Advisors today for expert support that helps you stay focused on growing your business. Ready to take control of your financials? Schedule a consultation with TP4 Advisors today and let us help you achieve financial clarity and success. Mark A. RogerBusiness Development Executive (513) 489-4874 (317) 513-3670 mark. roger@tp4advisors. com Let's Connect on LinkedIn Request More Information Name(Required) First Last Phone(Required)Email(Required) Name Verification(Required) First Last To reduce the amount of spam submissions please verify your name a second time. Δdocument. getElementById( "ak_js_38" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. --- - Published: 2025-04-01 - Modified: 2025-07-01 - URL: https://tp4advisors.com/tp4-advisors-is-evolving/ - Categories: bookkeeping, Uncategorized - Tags: Evolving, News, Rebrand, Transition, Update TP4 Advisors Is Evolving: Introducing Our New Identity For years, TP4 Advisors has been proud to serve our clients with trusted financial guidance, dedicated partnership, and unwavering commitment to accuracy and peace of mind. Today, we’re excited to share a new chapter in our story. TP4 Advisors is rebranding to LedgerLogix, effective April 14. This transformation is more than just a new name—it’s a reflection of how we’ve grown, the momentum we’ve built, and the exciting direction we’re heading next. Honoring the Past, Embracing the FutureFrom day one, TP4 Advisors was founded with a clear purpose: to be a trusted financial partner to businesses seeking clarity, confidence, and results. That mission hasn’t changed—but as we’ve evolved, we felt it was time our brand evolved with us. The decision to rebrand as LedgerLogix reflects our continued growth, expanded capabilities, and future-focused mindset. It’s a modern, bold identity that aligns with our values, our team, and the high standards of service our clients have come to expect. What This Means for YouWe want to be clear: while our name and visual identity are changing, the things that matter most are staying exactly the same. Our team – You’ll still work with the same trusted professionals who know your business and care about your success. Our services – No disruptions, no changes to your current experience—just the same reliable support you count on. Our values – Accuracy, partnership, integrity, and peace of mind remain at the core of everything we do. You’ve come to know TP4 Advisors as a steady, dependable partner—and that’s not changing. We’re simply updating how we present ourselves to better reflect who we are today and the future we’re building with you. Why LedgerLogix? The new name, LedgerLogix, represents the smart, agile, and solutions-driven firm we’ve become. It speaks to our roots in accounting and advisory; while also capturing the strategic mindset and modern tools we bring to every client relationship. Our refreshed brand includes: A new name that’s forward-looking and aligned with our evolving mission A bold visual identity and logo to match our energy and direction A new website that better reflects the value we deliver and makes it easier for you to engage with us Thank You for Being Part of the JourneyThis rebrand is a celebration—of how far we’ve come, and where we’re headed next. We’re grateful to everyone who has been part of the... --- - Published: 2025-03-10 - Modified: 2025-08-04 - URL: https://tp4advisors.com/balance-sheet-basics-made-easy/ - Categories: bookkeeping, Franchise Accounting Solutions News - Tags: Balance Sheet, Business, Cash, Finance, Franchise, Franchise Accounting Solutions, Growth, Inventury, Value What Every Franchise Owner Needs to Know About Balance Sheets As a franchise owner, understanding your balance sheet is crucial for making informed business decisions. A balance sheet provides a snapshot of your business’s financial health, showing what you own (assets), what you owe (liabilities), and your net worth (equity). But don't worry, decoding it doesn't have to be complicated! What Every Franchise Owner Needs to Know About Balance Sheets Assets – Everything your business owns that holds value, such as cash, inventory, and equipment. Liabilities – The debts and obligations your business must pay, like loans and accounts payable. Equity – The remaining value after liabilities are deducted from assets, representing your ownership stake in the business. Why Balance Sheets MatterA well-maintained balance sheet helps you Track financial health over time. Secure financing or attract investors. Identify opportunities for growth and cost-saving. Common Balance Sheet Mistakes to Avoid Not reconciling accounts regularly. Overlooking short-term liabilities. Misclassifying assets and liabilities. How TP4 Advisors Can HelpOur team of financial experts can simplify your financial statements, providing actionable insights to keep your franchise thriving. Ready to take control of your financials? Schedule a consultation with TP4 Advisors today and let us help you achieve financial clarity and success. Mark A. RogerBusiness Development Executive (513) 489-4874 (317) 513-3670 mark. roger@tp4advisors. com Let's Connect on LinkedIn Request More Information Name(Required) First Last Phone(Required)Email(Required) Name Verification(Required) First Last To reduce the amount of spam submissions please verify your name a second time. Δdocument. getElementById( "ak_js_39" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. --- - Published: 2025-03-01 - Modified: 2024-11-27 - URL: https://tp4advisors.com/march-2025-invoice-like-a-pro-with-the-help-of-tp4-advisors/ - Categories: Account Controller, Accounting, Advisory, bookkeeping, Business Valuation, CFO, CPA, Finance, M&A - Tags: Accomplishments, Clients, Collaboration, Growth, Industries, Partnership, Technology The professionals at TP4 know the importance of efficient invoicing. Invoicing on time means getting paid faster! Keeping up to date with payments and closely monitoring late payments is crucial for maintaining healthy cash flow. We are committed to helping you systematically manage your invoices. Let’s start off with some best practices for efficient invoicing. Invoicing Best Practices TP4 has helped countless business owners create more efficient invoicing processes, which ensures they are getting paid in a timely manner. Here are some key tips for establishing an invoicing system that will be effective and manageable: ● Establish an Invoicing Processing Roadmap: Work with a Controller Specialist to create a tailored plan that ensures your invoice process is running efficiently and your payment records are organized ● Utilize Automated Software: Digital tools, such as Cloud-based softwares, enable you to process, manage, store, and automatically track your invoices in a secure database ● Maintain Detailed Records: Keep accurate records of all invoices including paid, pending, and overdue to ensure proper tracking and avoid billing errors ● Send Invoices Promptly: Deliver invoices as soon as products or services are provided to avoid delays in payment and ensure you are paid on time TP4 Advisors’ Controller Services Can Help! If you are wondering if your current invoicing system is working to its full potential, we can help. Our expert team of controllers offers guidance and support to help you streamline your invoicing process. Let us take the hassle out of your financial management. ● Invoicing Management: We handle the entire invoicing process, from creation to follow-up, ensuring accuracy and efficiency ● Financial Reporting: Our controllers provide detailed financial reports to help you better understand your business’s financial position ● Cash Flow Management: We offer strategies and insights to improve your cash flow and ensure your business remains financially wealthy ● Compliance and Accuracy: We make sure all financial records are compliant with regulations and accurately maintained Invoicing processing doesn’t have to be complicated. Trust TP4 Advisors to help you establish effective and efficient invoicing processes and get paid faster! Contact TP4 Advisors today to schedule a no-cost consultation with one of our experts to learn more strategies for invoice management and sustaining healthy cash flow. --- - Published: 2025-02-24 - Modified: 2025-02-20 - URL: https://tp4advisors.com/rachel-blackburn-embodiment-of-tp4s-four-cs/ - Categories: Community - Tags: Above and Beyond, Character, Chemistry, Communiyt, Competency, Culture, TP4 Four C's Rachel Blackburn: A True Community Champion An embodiment of TP4’s Four C’s At TP4 Advisors, we believe in recognizing and celebrating those who go above and beyond—not just for our clients but with our communities as well. That’s why we couldn’t be prouder of Rachel Blackburn for being honored with the Community Champion Award at the BNI Southwest Ohio & Northern Kentucky Banquet! This well-deserved recognition highlights Rachel’s unwavering commitment to service, leadership, and positive impact—values that align perfectly with TP4’s guiding principles: The Four C’s—Character, Competency, Chemistry, and Culture. Character: Leading with Integrity and a Heart for Service Rachel’s heart for service shines in everything she does. She doesn’t just talk about making a difference—she takes action. One of her most recent contributions was leading a community yard sale that raised $3,000 for CSC (Cancer Support Community), a cause close to her heart. This wasn’t just an individual effort—it was a team-driven initiative that brought together members of her BNI chapter, her TP4 colleagues, her family, and even her 84-year-old Grandma, a Breast Cancer Survivor. As Rachel put it, “Everybody and their Uncle helped! ” Beyond her involvement in BNI, Rachel is also an active member of H7 Networking and several local Chambers within the Greater Cincinnati area. Rachel embodies a giver’s gain perspective, continuously looking for ways to introduce and connect people who can benefit from knowing each other—a true testament to her selflessness and dedication to helping others succeed. She is always happy to host lunch meetings to build new connections and strengthen relationships within her network. Her willingness to rally people together to support an important cause exemplifies true leadership—one that is rooted in compassion, selflessness, and a deep sense of responsibility to help others. Competency: A Leader in Business and Beyond Rachel’s ability to drive meaningful change goes beyond her charitable work. As the President of BNI Powerhouse part of the BNI Southwest Ohio & Northern Kentucky region, she has played an instrumental role in fostering business growth, creating opportunities for collaboration, and strengthening the local business community. Her leadership has directly contributed to the success of countless professionals, helping them connect, grow, and thrive in their respective industries. At TP4 Advisors, we see firsthand how Rachel brings the same level of dedication and expertise to everything she does. Whether she’s guiding clients, supporting her team, or working on strategic initiatives, her insight, professionalism, and... --- - Published: 2025-02-14 - Modified: 2025-08-04 - URL: https://tp4advisors.com/preventing-common-financial-pitfalls/ - Categories: bookkeeping, Franchise Accounting Solutions News - Tags: Business, Finance, Franchise, Growth, Happinest Five Red Flags in Your Financial Statements You Can’t Ignore Managing the financial health of your franchise is critical to long-term success. Overlooking key warning signs can lead to cash flow issues, compliance risks, and operational inefficiencies. Here are five red flags to watch for in your financial statements: 1. Inconsistent Cash Flow Trends If your cash flow fluctuates wildly without a clear reason, it could indicate poor financial planning or operational inefficiencies. Monitor patterns and adjust accordingly. 2. Declining Profit Margins A consistent decrease in profit margins can be a sign of rising costs, underpricing, or inefficient operations. Regular financial reviews can help pinpoint the root cause. 3. Excessive Accounts Receivable If your outstanding invoices keep piling up, it may indicate collection issues that can strain your cash reserves and hinder business growth. 4. Unexplained Expense Spikes Sudden increases in expenses without a clear explanation can suggest fraud, errors, or overspending. Regular audits can help detect and resolve these issues early. 5. Over-Reliance on Debt If your franchise relies too heavily on borrowed funds, it may impact profitability and put your business at financial risk. A healthy balance between equity and debt is crucial. Let Us Help You Stay Financially Strong! Don’t let these warning signs go unnoticed. TP4 Advisors, as a Preferred Partner of Happinest, specializes in helping franchise owners navigate financial complexities with expert analysis and strategic planning. Mark A. RogerBusiness Development Executive (513) 489-4874 (317) 513-3670 mark. roger@tp4advisors. com Let's Connect on LinkedIn Request More Information Name(Required) First Last Phone(Required)Email(Required) Name Verification(Required) First Last To reduce the amount of spam submissions please verify your name a second time. Δdocument. getElementById( "ak_js_40" ). setAttribute( "value", ( new Date ). getTime ); /* { mutations. forEach( ( mutation ) => { if ( mutation. type === 'attributes' && visibilityTestDiv. offsetParent ! == null ) { debouncedTriggerPostRender; observer. disconnect; } }); }); observer. observe( document. body, { attributes: true, childList: false, subtree: true, attributeFilter: , }); } else { triggerPostRender; } } );} ); /* ]]> */ I have read and accept the terms and conditions to be contacted. --- - Published: 2025-02-01 - Modified: 2025-06-30 - URL: https://tp4advisors.com/build-an-efficient-budget-for-a-bright-2025/ - Categories: Account Controller, Accounting, Advisory, bookkeeping, Business Valuation, CFO, CPA, Finance, M&A - Tags: Accomplishments, Clients, Collaboration, Growth, Industries, Partnership, Technology Creating a tailored budget that meets all of your cash flow needs might feel like a daunting task. What if your cash flow needs change throughout the year? How will you adjust during seasonal fluctuations? How do you anticipate unexpected expenses? These questions, and others, might be floating through your mind when you start to envision creating your budget. The professionals at TP4 are skilled at helping business owners navigate the complexities of building a customized, flexible, and meaningful budget. But first, let’s talk through the budget basics. Important Thoughts to Consider When Creating a Budget It is important for business owners to have an idea of past revenue and spending habits in order to predict what another year of cash flow may look like. Here are some other thoughts to consider when preparing to build your budget: ● Fixed and Variable Costs: Consider the costs that are fixed and predictable and also the costs that will fluctuate with business activity ● Cash Reserves: Ensure that your budget allows you to store money away for possible shortfalls or in the case of an emergency ● Growth and Expansion: Plan for business growth and ensure your infrastructure can support growth without sacrificing quality ● Debt and Loan Management: Calculate any loan repayments, including interest, and plan to continue making timely payments I am ready to create a budget. How can TP4 help? The experts at TP4 Advisors have helped countless business owners create tailored budgets that fit their unique business needs. When you work with an Advisor, you can be confident you are in good hands. We will... ● Assess Your Current Financial Situation: We will look at income statements and cash flow reports to assess the current financial health of your business ● Set Realistic Revenue Projections: We will utilize industry trends and historical data to set realistic revenue goals and help you prepare for various market conditions ● Align Your Budget With Your Goals: We will learn your professional goals for your business and ensure the budget aligns ● Provide Ongoing Support: Our Advisors will check in with you to monitor your processes and make any necessary adjustments TP4 Advisors is passionate about helping businesses achieve financial success and the first step is setting a meaningful budget. Trust our experts with your finances this year and forecast a bright financial future! Contact TP4 Advisors today to schedule a no-cost... --- - Published: 2025-01-23 - Modified: 2025-01-23 - URL: https://tp4advisors.com/top-5-bookkeeping-mistakes-franchise-owners-make/ - Categories: bookkeeping, Franchise Accounting Solutions News - Tags: Business, Finance, Franchise, Growth, Happinest Running a franchise is no small feat, and keeping accurate financial records can often feel overwhelming. Poor bookkeeping practices can lead to financial instability, compliance issues, and missed growth opportunities. To help franchise owners avoid these pitfalls, here are the top five bookkeeping mistakes—and actionable tips to avoid them. 1. Neglecting Regular Reconciliations The Mistake: Many franchise owners fail to reconcile bank accounts, credit card statements, or financial records regularly. This can result in errors going unnoticed and cash flow mismanagement. How to Avoid It: Schedule monthly reconciliations to catch discrepancies early. Automating this process with accounting software can save time and reduce errors. 2. Mixing Personal and Business Finances The Mistake: Blurring the lines between personal and business finances can make it difficult to track expenses and report accurate financial data. How to Avoid It: Open a dedicated business bank account and use separate credit cards for business-related transactions. This will simplify tax preparation and ensure clarity in financial statements. 3. Misclassifying Transactions The Mistake: Franchise owners often misclassify expenses or income, leading to inaccurate reports and potential tax issues. How to Avoid It: Use a chart of accounts tailored to your franchise model. Regularly review and update transaction categorizations with the help of a professional bookkeeper. 4. Ignoring Financial Statements The Mistake: Failing to review key financial reports—such as income statements, balance sheets, and cash flow statements—can leave you unaware of your franchise’s financial health. How to Avoid It: Schedule quarterly reviews of financial statements. Partner with an advisor who can interpret the data and provide actionable insights. 5. DIY Bookkeeping Without Expertise The Mistake: While DIY bookkeeping may seem cost-effective, it often leads to errors and inefficiencies, especially as your franchise grows. How to Avoid It: Outsource your bookkeeping to professionals who understand franchise operations. This will save you time, ensure accuracy, and allow you to focus on scaling your business. Bookkeeping isn’t just about balancing the books—it’s about understanding your franchise’s financial health and making informed decisions. By avoiding these common mistakes, you can set your franchise up for long-term success. Want to simplify your bookkeeping and focus on growing your franchise? Let TP4 Advisors handle your financial records with precision and care. Contact TP4 Advisors today to schedule a no-cost consultation with one of our experts to learn more strategies for invoice management and sustaining healthy cash flow. Request More Information Name(Required) First Last Phone(Required)Email(Required)... --- - Published: 2025-01-01 - Modified: 2024-12-03 - URL: https://tp4advisors.com/january-2025-cash-flow-basics/ - Categories: Uncategorized Welcome to the new year! At TP4 Advisors, we believe that mastering cash flow basics is the first step towards a successful year. Let’s begin this year with some tips and tricks to help prepare you for a prosperous year of cash flow. What is cash flow and why is it important to my business? For starters, cash flow refers to the movement of money in and out of your business. Managing cash flow means tracking how much money your business is bringing in vs. how much money is necessary to pay for expenses. Tracking cash flow has many advantages for business owners: Cash flow ensures the health of the business and prevents financial challenges A clear understanding of cash flow allows business owners to make informed decisions about future investments Effective cash flow management reduces financial stress and allows business owners to focus on maintaining growth Consistent, positive cash flow signals financial stability and increases the likelihood of long-term success How can I improve my cash flow management? Managing your business’s cash flow includes regular tracking, organization of receipts and invoices, and the ability to be flexible and responsive. Here are some strategies for effective cash flow management: Strategically Plan Ahead: Forecast cash inflows and outflows for the next 6-12 months and use the information to make informed decisions Cut Unnecessary Costs: Review your expenses regularly and identify any potential non-essential costs that can be reduced or eliminated Maintain a Cash Reserve: Aim to set aside 3-6 months of expenses and operational costs in the case of an unexpected shortfall Check-In Regularly: Schedule regular times to monitor your cash flow and adjust where necessary How can TP4 Advisors help me manage my cash flow? TP4 understands that thoughtful planning sets the stage for a year of cash flow success. Our Advisors will create a tailored plan that is unique to your business’s needs and goals. You can trust us to effectively manage your books, provide strategic guidance on future financial decisions, and be your partner throughout the entire process. The professionals at TP4 are skilled at working with business owners to regain financial control. Let us help you create a plan for cash flow success this new year! Contact TP4 Advisors today to schedule a no-cost consultation with one of our experts to learn more about how we will help you master your cash flow this year. --- - Published: 2024-12-01 - Modified: 2025-08-04 - URL: https://tp4advisors.com/december-2024-celebrating-a-year-of-achievements-at-tp4-advisors/ - Categories: Account Controller, Accounting, Advisory, bookkeeping, Business Valuation, CFO, CPA, Finance, M&A - Tags: Accomplishments, Clients, Collaboration, Growth, Industries, Partnership, Technology As we reflect on the past year, we are thrilled to share the remarkable growth and achievements that have defined our journey at TP4 Advisors. Our commitment to excellence and innovation has driven us to new heights, and we are excited to highlight some of the key milestones and advancements we’ve made in 2024. Of course we couldn’t have achieved these milestones without our clients who have trusted us with their financial management. We want to thank you for welcoming us into your offices, books, and personal lives and trusting us to help you create a strong financial foundation. We Have Grown! This year, we experienced substantial increase in recurring revenue, with an overall growth of 59% from 2023 to 2024! Each month in 2024 has seen higher recurring revenue compared to the same month in 2023, showcasing our strong and stable income stream. We have also welcomed nine new team members who have brought fresh perspectives, expertise, and dedication to our company. Please welcome to the team... Christian Collins: Bookkeeping Specialist Aubre Peters: Bookkeeping Specialist Abigail Fries: Bookkeeping Specialist Paul Dorger: CFO Specialist Mark Roger: Business Development Executive The contributions of these new team members have been instrumental in achieving our goals and delivering exceptional value to our clients. We Have Adopted New Technology! We are excited to announce our partnership with a new advanced IT partner, My Tampa IT. This collaboration will enhance our technological capabilities and support our growth. We are looking forward to providing even better service and solutions to our clients with the help of new technology. In our continuous efforts to stay at the forefront of innovation, we have begun incorporating more AI tools into our operations. These tools are helping us streamline processes, improve efficiency, and deliver more insightful and data-driven solutions to our clients. We are excited to share that we have developed a new website in collaboration with CICOR Marketing. This new website features a modern design, improved navigation, and enhanced functionality to provide a better user experience. Take a look and learn more about the teams, services, insights, and resources TP4 Advisors offers to our clients. We Have Reached New Clients and Industries! This year, we delivered several impactful presentations, including the Business Networking International, Dental Association of Ohio, and Signworld. We reached significant milestones, such as attending and presenting at the Signworld Conference to over 340 Signworld business owners... --- - Published: 2024-09-01 - Modified: 2024-11-20 - URL: https://tp4advisors.com/tp4-advisors-september-financial-wellness/ - Categories: Advisory, bookkeeping, CFO As the seasons change and summer comes to a close, we at TP4 are prepared to support you through a new fiscal year. Fall is the ideal time to check in on your financial wellness. Have you taken a look at your cash flow recently? Are your expenses well-managed? What does the forecast of the new financial year look like for your business? The Advisors at TP4 are here to help you manage, organize, and prepare your business for financial success! A key component of cash flow management is efficient and timely bookkeeping. Keeping current records of where your money is going and how much is coming in will help you make more informed financial decisions. The team of bookkeeping specialists at TP4 Advisors utilizes advanced accounting software and tools to improve the efficiency of managing your books. We have efficient and streamlined accounting processes that will help you get a better understanding of your cash flow at a fraction of the cost of hiring an internal bookkeeper. Why should I trust TP4 to manage my cash flow? You are busy. We get it. Running a business means wearing many different hats at once. Let TP4 take the tedious task of managing your cash flow off your hands. ● Our skilled bookkeeping and accounting specialists are passionate about empowering business owners so they have long term success ● We are committed to providing you with comprehensive solutions tailored to meet the needs of your unique business ● By outsourcing your bookkeeping and accounting services, you are freeing up valuable resources and time to focus on what you do best–growing your business TP4 Advisors has a team of professionals ready to support you! When you trust your business finances with TP4, our Advisors will also ensure that we are setting you up for future financial success. Our accounting and bookkeeping specialists are skilled at managing your cash flow, but our expert team of CFOs will use this information to help predict the future of your company’s finances. Putting these two pieces together will ensure you are well-prepared for another fiscal year. What are the benefits of outsourcing CFO services with TP4? Managing your cash flow helps give a broader picture of your current financial situation. A CFO will analyze this financial data to determine where you business is going and how your actions impact your wealth. This is critical for making... --- - Published: 2024-08-01 - Modified: 2024-08-01 - URL: https://tp4advisors.com/tp4-advisors-august-financial-boost/ - Categories: Account Controller, Accounting August is here which means the end of summer is near and a new school year is beginning. Let TP4 Advisors help get your business finances in A+ shape! The extensive list of controller services offered at TP4 will help you feel organized and prepared for another fiscal year. Our Advisors are ready to help you plan for a year of financial success so you have more time to focus on running and growing your business. You might be wondering why outsourcing some of your day-to-day financial tasks would be beneficial. For starters, outsourcing your controller services saves you the time and money it would take to hire and train a new internal controller. Instead, hire us for the small or large financial tasks that have been sitting on your to-do list. We guarantee efficient and accurate financial management at a fraction of the cost of a full-time salaried employee. We will create a unique plan for your specific financial needs and set you up for long term financial success! What controller services does TP4 offer business owners? The team of controller specialists at TP4 Advisors is equipped to help you make informed financial decisions. Just a few of the services offered at TP4 are... ● Guidance for optimizing your business financial processes ● Management of cash flow ● Accurate and timely bookkeeping ● Strategic financial planning ● Management of accounting records ... and more! TP4 Advisors has a team of professionals ready to support you! Begin a new school year with A+ finances with the help of TP4 Advisors! Leave the daily and time-consuming financial tasks to us and get back to what you do best–running your business. Our team of experts knows that your primary goals are to grow your business and strive for long term success. We also know that daily financial tasks can take up valuable time and cause you stress. This is why TP4 Advisors dedicates 100% of their time to helping business owners, like yourself, manage their day-to-day financial obligations. Our goal is the same as yours, to watch your business grow and soar! Contact TP4 Advisors today to schedule a no-cost consultation with one of our expert Advisors to learn more about the controller services that are available and best suited for your individual needs! --- - Published: 2024-01-26 - Modified: 2024-03-26 - URL: https://tp4advisors.com/tp4-advises-rtm-consulting-in-its-transaction-with-belcan/ - Categories: Accounting, CFO, M&A January 26, 2023, Cincinnati, OH– TP4 Advisors is pleased to announce that they served as the exclusive sell-side advisor to RTM Consulting in the successful transition of ownership to Belcan. RTM Consulting is a Cincinnati based company with 14 years’ experience providing strategic and operational advice and training to services companies that assists them in increasing revenues and growing margins through more effective resource management. “TP4 Advisors helped RTMC through the M&A process with an experienced team including a professional valuation, development of a comprehensive M&A strategy, and ultimately leading us through a successful sale to a private equity owned firm. Their ‘do what it takes’ approach made a big difference and gave us confidence in achieving our desired outcome. ” Randy Mysliviec, President and CEO, RTMC Todd Pfister, Partner of TP4 Advisors, also commented on the transaction: “Randy was highly motivated to get a deal done, but not just any deal. He wanted the right fit to lead his company into the future, providing his team new opportunities and growth. Our TP4 team showcased its experience and expertise in bringing together the deal. The solid strategy and execution assisted in ensuring Randy received a fair and good deal for a company that he’s nurtured for 14 years! ” About RTMC With over 14 years of deep expertise in resource, workforce, and project management, service business optimization, digital transformation, and skills development, our passion is helping project-based service providers deliver better business outcomes and customer success for their clients. About TP4 Advisors TP4 Advisors Inc provides comprehensive financial services to business owners ensuring they keep their enterprise running optimally for compliance, performance, organic growth, acquisitions and/or divestiture. For more information, please visit us at www. tp4advisors. com About Belcan Founded in 1958, Belcan has become a global technological leader. Today, Belcan has over 10,000 professionals serving hundreds of customers in over 60 locations worldwide. To better serve customers, Belcan created four business models designed to act as centers of excellence: Engineering Solutions, Workforce Solutions, Manufacturing & Supply Chain Solutions and Government Solutions. Each unit is designed to accelerate the business goals of our customers through unmatched expertise and a commitment to measurable results. --- - Published: 2024-01-03 - Modified: 2024-03-26 - URL: https://tp4advisors.com/2024-a-new-year-for-back-office-accounting/ - Categories: Accounting As the confetti settles and we ring in 2024, it's time to turn our attention to the year ahead. For back-office accounting teams, 2024 promises to be a year of exciting changes and new opportunities. Here are some of the key trends we can expect to see: 1. The Rise of the Hybrid Accountant The traditional image of the accountant hunched over a desk is fading. In 2024, we'll see more accountants working remotely and collaborating with colleagues like TP4 Advisors. This hybrid model requires new skills and tools, such as cloud-based accounting software and video conferencing platforms. 2. Cybersecurity Takes Center Stage With the increasing reliance on technology, cybersecurity is becoming a top priority for TP4 Advisors. In 2024, we can expect to see more companies investing in cybersecurity measures, such as data encryption and employee training. 3. A Focus on ESG Environmental, social, and governance (ESG) factors are becoming increasingly important to investors and stakeholders. In 2024, we will incorporate ESG considerations into our reporting and decision-making. 4. The Human Touch Remains Essential Despite the rise of technology, the human touch remains essential in accounting. Strong communication, critical thinking, and problem-solving skills will continue to be in high demand in 2024 and TP4 Advisors leads other back office accounting solutions with the knowledge and experience to help their clients like no other. These are just a few of the trends that are shaping the future of back office accounting in 2024. By staying ahead of the curve and embracing new technologies, TP4 Advisors back office accounting team has positioned themselves for success in the years to come. Here are some additional tips from our back office accounting team for 2024: Invest in training and development: Make sure your team is up-to-date on the latest accounting trends and technologies. Embrace change: Don't be afraid to try new things and experiment with different ways of doing things. Focus on efficiency: Look for ways to streamline your processes and improve your productivity. Build strong relationships: Develop strong relationships with your colleagues, clients, and stakeholders. By following these tips, you can be assured that your TP4 Advisors back office accounting team is well-prepared for the challenges and opportunities of 2024. TP4 Advisors hopes this has given you some food for thought as you plan for the year ahead. If you have any questions, please feel free to reach out to our team... --- - Published: 2023-12-27 - Modified: 2025-06-30 - URL: https://tp4advisors.com/reflecting-on-tp4-advisors-2023-wins-looking-to-2024/ - Categories: CFO, CPA, Finance As we approach the end of the year, I find myself taking a moment to look back at the remarkable journey TP4 Advisors has experienced in 2023. Here's a snapshot of some key highlights from the past year: Team Growth: We welcomed 10 new talented members to our team. Randy Mysliviec, President and CEO, RTMC CEO/Owner Events: Our quarterly events, tailored for CEOs and business owners, were well-received. We covered the following topics in 2023: What is the difference between a CFO, Controller and CPA? 3 Steps to financially prepare for a business downturn. Understanding How to Leverage AI: for Small to Mid-sized Businesses Understanding and Increasing the Value of Your Business We are thrilled to announce that we will continue these insightful gatherings in 2024. Back-Office Accounting Services: Continued to assist closely-held businesses with bookkeeping, controller and CFO services to create timely and accurate financial statements that build financial foundations for sustainable growth. New client growth and enhanced services to current clients contributed to a 34% increase in revenue. Advisory Services: We have successfully completed a number of business valuations and actively engaged in assisting business owners in selling their family-owned enterprises, emphasizing our dedication to finding the “right-fit” buyer for their business. Looking forward, we are eager to maintain this momentum and achieve similar, if not greater, results in 2024. Our ability to attract exceptionally talented team members continues to be a driving force behind our success. If you're interested in discovering how TP4 Advisors can assist you in establishing a solid financial foundation for sustainable growth, we invite you to schedule a call today. Thank you for being a part of our journey, and we look forward to the possibilities that 2024 holds for all of us. --- - Published: 2023-12-14 - Modified: 2025-08-04 - URL: https://tp4advisors.com/unlocking-opportunities-a-glimpse-into-tp4-advisors/ - Categories: Advisory, bookkeeping, Business Valuation, CFO, CPA, Finance, M&A TP4 Advisors is your trusted partner to optimize operations and reduce costs to deliver a solid financial foundation for sustainable growth. With our expertise and focus, we pivot into any industry and deliver strong results. Industries we serve: Retail Real estate Entertainment Fabrication & Manufacturing Design Firms Business Services Information Technology Hospitality Landscape Architecture Non-Profit Marketing Agencies What we are known for: Team Strength: Our team includes 40+ CFOs, Controllers and bookkeepers with 100+ years of combined experience. Flexibility: Our hours are adjustable based on the needs of your business. Simplicity of Onboarding: Our onboarding process ensures our team is able to begin support immediately. Growth Focused: We have our client’s best interest at heart, understanding value and maximizing it to deliver a financial foundation for sustainable growth. Feel free to contact us with any questions or if you would like to explore how TP4 Advisors can specifically benefit your business. We look forward to the opportunity to connect and discuss potential synergies. --- - Published: 2023-05-02 - Modified: 2025-06-30 - URL: https://tp4advisors.com/new-hire-director-of-business-development-at-tp4-advisors/ - Categories: Business Valuation, CFO, Finance We are pleased to announce that Thomas Stokes has joined TP4 Advisors as our new Director of Business Development. Thomas brings over 25 years of experience in Business Development and Operational leadership as CEO, COO and President of multiple private and publicly traded manufacturing companies, as well as successfully leading multiple mergers and acquisitions from the buy/sell side. Prior to joining TP4 Advisors, Thomas worked with established Fortune 100 businesses in aerospace, automotive, defense, consumer products, material handling, agriculture, manufacturing automation and steel industries. TP4 Partner, Todd Pfister, said, “We are excited to add Thomas to the leadership team here at TP4 Advisors. Thomas will lead our business development strategy and sales team. Thomas understands what business owners and they're executive leadership teams need from a financial perspective. We anticipate Thomas will continue to drive top line revenue growth for TP4 into the future and continue to build on our past success in the Cincinnati market and beyond. ” The entire TP4 Advisors team is committed to helping you create financial foundations for sustainable growth! About TP4 Advisors Inc TP4 Advisors Inc provides comprehensive financial services to business owners ensuring they keep their enterprise running optimally for compliance, performance, organic growth, acquisitions and/or divestiture. For more information, please visit us! --- - Published: 2023-04-05 - Modified: 2024-04-09 - URL: https://tp4advisors.com/tp4-advisors-recognized-as-fast-55-finalist-for-region/ - Categories: Business Valuation, CFO, Finance TP4 Advisors is excited to be recognized among 55 of Cincinnati's fastest growing companies by the Cincinnati Business Courier! Awarded to the companies that experience the highest percentage of revenue growth from 2020 to 2022, the Fast 55 program is designed to recognize the fastest-growing private companies in the Greater Cincinnati area. TP4’s growth reflects our ability to consistently deliver on our mission to develop financial foundations for sustainable growth for our clients! “We are grateful for the commitment of our team members who are dedicated to meeting the needs of our clients. We are thrilled to be recognized for our team’s achievement and look forward to continuing to serve our clients as we all grow together! ” said Todd Pfister and Tom Paquette, Partners at TP4 Advisors. To see the full list of Fast 55 honorees click here. About TP4 Advisors Inc TP4 Advisors Inc provides comprehensive financial services to business owners ensuring they keep their enterprise running optimally for compliance, performance, organic growth, acquisitions and/or divestiture. For more information, please visit us! --- - Published: 2023-02-09 - Modified: 2025-06-30 - URL: https://tp4advisors.com/tp4-facilitates-acquisition-of-national-heating-by-heartland/ - Categories: Accounting, CFO, M&A February 9, 2023, Cincinnati, OH – TP4 Advisors Inc is pleased to announce that they served as sell-side advisor to National Heating and Air Conditioning Company in the successful transition of ownership to Heartland Home Services.   National is a 90-year old, Cincinnati based family held business that offers comprehensive heating and air conditioning services, connected home technology and a National Trade Academy training center. "The TP4 Advisors, Inc. team of Brian Russell and Todd Pfister provided valuable insight with their ability to assist in the successful expedited process while achieving our objectives. " said Scott Braun, President National Heating and Air-conditioning company. Braun also added "The heartland home services business model was a great fit for our team to continue leading the local business and have the support of Heartland for growth. " Todd Pfister, Partner of TP4 Advisors, also commented on the transaction: “It was great to help a longtime friend, Scott, realize the efforts of his family’s hardwork in a transition that was a win for everyone. Our TP4 Advisors team worked alongside Scott as he evaluated multiple options (strategic buyers and private equity firms executing a rollout strategy) that maximized valuation and created the right fit for his team members. ” About National Heating and Air Conditioning Company National Heating and Air Conditioning offers comprehensive heating and air conditioning services including installation, repair and maintenance services for gas furnaces, boilers, electric heat pumps, geothermal heating systems, air conditioning units, and ventilation equipment. About TP4 Advisors Inc TP4 Advisors Inc provides comprehensive financial services to business owners ensuring they keep their enterprise running optimally for compliance, performance, organic growth, acquisitions and/or divestiture. For more information, please visit us at www. tp4advisors. com About Heartland Home Services Heartland is the leading technology-enabled provider of repair, replacement, and maintenance services for the HVAC, plumbing, and electrical markets in which we operate. The Company operates through dozens of brands across the eastern half of the United States. For more information, please visit us at www. heartlandhomeservices. com. For media inquiries related to this article, please contact Rob Rotondo, VP of Marketing for Heartland Home Services // rob@heartlandhsc. com. --- - Published: 2022-11-06 - Modified: 2024-04-09 - URL: https://tp4advisors.com/what-gets-measured-is-what-grows/ - Categories: Accounting, Advisory, bookkeeping, Business Valuation, CFO, Finance, M&A We see it over and over at company after company. What gets measured is what grows. That is why Financial Foundations for Sustainable Growth is not just a slogan for TP4. It guides every service we offer. BOOKKEEPING – If your inputs are incorrect, none of your outputs matter. A business needs solid, reliable daily and monthly processes and dependable bookkeepers who will execute on those processes day-in-and-day-out, every single month. Without this solid foundation of reliable financial numbers, you cannot expect your business to grow sustainably. CONTROLLERSHIP – Accurate, timely financial statements are essential to see where your business has been and to plan out where it is going in the future. Measuring how you are doing vs. your plan every month is the only way to know whether you are on track to hit your long-term growth goals and to know what areas of your company are helping you do that and what areas need to be corrected. CFO – Guidance from an experienced CFO helps you determine, measure, and track the right KPIs. You will be amazed at what happens when your KPIs align with your growth goals and you tie bonus compensation for key managers directly to whether or not they meet those KPIs. VALUATIONS – Far too many business owners are satisfied with their business simply creating a job for them. If this is the case, the stress, risk, and extra hours of business ownership are just not worth it. Ultimately, one of your major goals should be building the equity value of your business so that you have money to retire with and something to pass on to the next owner. Measuring the value of your business consistently and learning and implementing the tools for growing that value is the only way to accomplish this. Let’s talk if you or one of your clients need help with any of these parts of their business. (513) 489-4874 --- - Published: 2022-10-20 - Modified: 2024-04-09 - URL: https://tp4advisors.com/the-importance-of-a-sound-tax-strategy-as-a-business-owner/ - Categories: Accounting, Advisory, Finance Many things go through your head as you contemplate the pros and cons of starting your own business. Freedom, flexibility, control of your destiny, generating wealth, adding a second income stream, and building a family legacy are all solid drivers for entrepreneurs. As tax season approaches, let’s touch on some sound business ownership strategies that will have you thinking differently about your tax planning. Do Your Due Diligence You’ve likely spent time researching various business ownership opportunities such as the proper entrepreneurial startup, independent consulting, buying someone else’s up and running a business (franchise or not), or investing in a franchise opportunity with a new or established franchise brand. While doing this research, remember to consider even the most minor expenses to maximize your tax break. For example, track all your start-up expenses: travel, home office, and incorporation (accounting & legal). Understand Your Funding Options Did you know that funding organizations focus on specific types of business models? For example, there are a handful of major players in the franchise funding space who will meet with you at no cost to discuss the best options for you. These options include using your personal savings, home equity lines of credit, Small Business Administration backed loans and even 401(K) Rollover for Business Startup strategies. Keep in mind that business loan payments aren't tax-deductible. When a company receives a business loan, it's not included as taxable income, so you cannot deduct principal loan payments when that loan is repaid. Filing your taxes can already be a hassle, but tax season looks like torture when you place loans, grants, and subsidized loan payments in the mix. That is why hiring the right tax professionals is essential to help you avoid the headache of tax season. Hire the Right Tax Professionals Early Never underestimate the power of certified and seasoned tax professionals. Understanding the complexity of tax codes at the state and national levels can overwhelm us. Add on the nuances of business taxes, and you might be tempted to walk away before you even start. But you would be missing out on all those incredible benefits. The first two professionals recommended when you venture into business ownership are listed below. Attorney When starting, there are fundamental differences, especially when forming the correct business entity - S-Corp, LLC, C-Corp. An attorney may be able to help implement tax-smart strategies for creating, buying, selling, or expanding... --- - Published: 2022-10-13 - Modified: 2024-04-09 - URL: https://tp4advisors.com/the-value-of-a-good-team/ - Categories: Business Valuation, CFO, Finance July was a busy month for us. Our oldest son got married then, a week later, my wife and I jetted off to Europe to celebrate my Mother and Father in Law's 60th wedding anniversary. While traveling our TP4 website had unexpectedly ran into issues - bringing the entire site down first thing on a Monday morning! Here’s where the value of our TP4 team came in. Together they efficiently troubleshot, had open communications with multiple team members and worked together to have the issue resolved within less than an hour! And the best part, I was completely unaware until our team addressed and solved the problem. Our TP4 team is known for building sustainable financial foundations—but they’re also incredible at facing a challenge and working together towards the solution. Meet Our Team --- - Published: 2022-09-29 - Modified: 2024-04-09 - URL: https://tp4advisors.com/3-things-to-consider-when-selecting-an-ma-advisor/ - Categories: Finance, M&A There are many things to consider when selecting an M&A Advisor, along with what value they bring to you. I want to highlight 3 key things that I think everyone should consider when meeting with a prospective M&A Advisor: Trust Trust is the foundation of any relationship, and the relationship with your M&A advisor should not be any different. Regardless of whether you are pursuing a sale or purchase, it is critical to trust who is guiding you through the process. Much like your banker or legal counsel, TP4 benefits from exposure to ideas and issues working with a broad array of clients. This diverse experience allows us to deliver you a fresh perspective while still maintaining the same efficiency and high impact. Transaction Experience Transaction experience is important. The M&A advisors you work with are there to create value with a competitive process, and it is best if the advisor has expertise in your specific industry. Your advisor should understand the key drivers of your business, the market dynamics and be able to identify potential buyers. Be sure to inquire about their transaction experience to learn more about how many deals they have closed and what experience they have in your industry and with businesses similar in size. Meet our partner-led teams that bring the right mix of expertise and first hand “in the weeds” problem solving—combined with integrity and confidentiality. Team Meeting the team and understanding their approach and philosophy of how they serve you is a key factor. Does the team bring experience and background that align with your needs? The team should effectively communicate who they are, who they serve and share their approach in a way that you feel comfortable and confident in their abilities. If you are interested in connecting with TP4 about your business needs, please schedule a free consultation today! --- - Published: 2022-09-22 - Modified: 2024-04-09 - URL: https://tp4advisors.com/questions-to-consider-for-a-bookkeeper/ - Categories: Business Valuation, CFO, Finance Your business is growing, you have an ambitious agenda and you’re ready to reach the next level. Now is a great time to hire a bookkeeper! As your business evolves so do the accounting responsibilities--becoming more complex and time-consuming. Partnering with an outsourced bookkeeper empowers you to hand off routine workloads while getting strategic insights from a trusted expert! Here are a few questions to ask when hiring a bookkeeper. What is the Scope of the Services You Offer? How Familiar Are You With My Industry? What Security Practices Do You Follow? How Does Your Pricing Structure Work? Who Will I Work With Directly? --- - Published: 2022-09-15 - Modified: 2024-04-09 - URL: https://tp4advisors.com/how-can-we-help-your-business/ - Categories: Accounting, Advisory, bookkeeping, Business Valuation, CFO, CPA, Finance, M&A TP4 Advisors can help your business grow by providing you with strategic resources for your company's financial practice. Call us today and we’ll get you started. Here’s how it works: Discovery We learn about you and your company on an introductory call with our team. Game-plan No two businesses are the same. We will customize an engagement letter to fit your company’s unique needs. Get Started We complete our set-up process and begin delivering the analysis, planning, and executive guidance to help you run your business more effectively and to plan for the future. If you are interested in learning more, call or email us! We look forward to speaking with you. --- - Published: 2021-11-12 - Modified: 2024-04-09 - URL: https://tp4advisors.com/business-gps/ - Categories: Business Valuation, CFO, Finance The Business Roadmap: GPS for Your Financial Strategy You don’t need GPS every time you get in the car. But when you set out on a new journey or a long road trip, the Business Roadmap is a critical tool to find your way and keep you on track. Two data points are essential to make GPS work for you: where you are, and where you’re going. The destination isn’t always clear at first though, and, it’s still quite possible to get lost when the roadmap lack details, and even the starting point – where you are – can feel like a mystery at times. Building Your Business Roadmap Our Business Roadmap is based on an intricate understanding of the possible options, the landmarks along the way, and the unmarked hazards that can arise. In our custom process, we review two years of historical data, from tax returns to banking records, and provide a 180-day plan for improvement to get you on the right path. This includes an assessment of the state of your business (where you are), your optimal outcomes (where you’re going) and our best recommendations as to how to accomplish them (route options). When You Need Directions One of the most important secrets to success in getting where you’re going, whether on the road or in business, is knowing when to stop and double check that you’re on the right track. You may have come to a confusing intersection, or perhaps there’s an unexpected detour you must navigate. There might even be a brand new path that comes into view. That’s when you need a trusted guide to help you determine which way to go. To develop a Roadmap for your business, we’ll need a bit of basic information, and then we will initiate a deeper discussion to determine your needs and interest. Get started today. Contact us today for a confidential conversation: (513) 489-4874 --- - Published: 2021-11-12 - Modified: 2024-04-09 - URL: https://tp4advisors.com/three-reasons-to-outsource-your-business-bookkeeping/ - Categories: bookkeeping, Business Valuation, Finance Managing your books and finances while handling the other aspects of your business can be frustrating and time-consuming. And when it comes to your business’s finances you can’t afford to make an error. Bookkeeping plays a vital part in your company’s planning and decision making, but having an in-house bookkeeping and accounting staff may not be an option for you right now. Outsourcing your bookkeeping and accounting to third-party financial experts might be the solution you’re looking for. At TP4 Advisors, our team has more than 60 years combined experience and with a wide range of services available, we’ll help you free up your time to focus on critical business decisions. Affordable Pricing Structure In order to provide our customers with the best options available, we provide affordable options for all of our services so you can get the financial assistance that’s best for your business. From basic to advanced, our services are tailored to your budget and your needs. Accurate and Timely Service Attention to detail and high levels of accuracy are essential for keeping your books up to date and helping your business grow. We know how important up-to-date financial information is, especially when it comes to making important business decisions. While some firms may take up to a month to complete your statement, our skilled team is able to provide you with accurate, updated financial statements within 3 to 5 business days so you won’t have to delay a deal because of outdated financial records. Best Practices With decades of experience working with lower to mid-sized businesses, our bookkeeping team is knowledgeable and always up to date on the latest industry standards and best practices to provide our clients with high-quality financial services. If you’re tired of searching for a “bookkeeper near me,” try one who’s known for always having their client’s best interests in mind and providing exceptional, personalized financial services. Since 2013, our team has used their financial expertise to help closely-held businesses of various industries optimize their performance and build the financial foundations for sustainable growth. If you’re ready to build your roadmap to success contact us today or call us at (513) 489-4874. Check us out on Facebook, Twitter or LinkedIn for our latest tips and updates! --- - Published: 2021-11-12 - Modified: 2024-04-12 - URL: https://tp4advisors.com/no-assembly/ - Categories: Accounting, Advisory, Business Valuation, CFO, Finance, M&A Bundled Service Levels: No Assembly Required We’ve all been there. The “simple” project that takes all day to put together. It’s good to have options, and even better to be able to select exactly what you need... if you know what that is. Sometimes it’s not that obvious, and sometimes it’s so simple that there’s no need to build from scratch. Based on our decades of experience, we have assembled a set of bundled service levels to get you started. That doesn’t mean that every client project is the same. It means that we have a great head start and a proven approach to meeting our clients’ financial needs. Service Levels Basic Bookkeeping and Day-to-Day Accounting It’s always best to start at the beginning, and as your trusted advisors, we will always let you know when you’re missing something and when you’re ready for the next step. Our “entry-level” package provides the baseline of bookkeeping essentials that will get and keep your business running like a business. We deliver individual services as needed, but we also offer Basic and Basic Plus packages. Learn more. Advanced Accounting Management and Controllership Well beyond basic bookkeeping, Accounting Controllership requires broad and deep expertise. The more complex and sophisticated your business and its finances become, the more management oversight you will need. If you’re ready to take the longer view of the accounting function to support your large or growing organization, consider our Advanced Accounting Management service offering. Learn more. Strategic CFO Advisory and Guidance If you have a handle on your tactical finance management practices, you may be thinking about the highest level of evolution or transformation of your company, as well as optimizing your financial management function. Our executive CFO Advisory package brings to bear every aspect of our expertise, from the basics all the way to Valuation, M&A readiness, and execution. Learn more. Contact us today for a confidential conversation: (513) 489-4874 --- - Published: 2021-11-12 - Modified: 2024-04-09 - URL: https://tp4advisors.com/good-advice/ - Categories: Business Valuation, CFO, Finance Good Advice: Asked, Answered and Taken One of the reasons we are good advisors is that we are good at seeking – and taking – good advice too. Sometimes, even when we’re pretty close to sure about our direction, we get a nudge in a different direction that changes the game and opens up amazing opportunities. That’s why we depend on our esteemed Board of Advisors to serve as a sounding board, reality check, and inspiration as our business evolves. Good advice is not always easy to hear, but that’s when it’s most important. The Difference Between “Advice” and “Good Advice” Everyone has an opinion, some more than others. And some of them have agendas of their own. When seeking advice about your business, or anything for that matter, it really does matter where it comes from. Here are some key questions to ask yourself before you start asking others: Have they earned your trust, either by reputation, personal referral or personal experience? Are they a credible resource for the advice you seek? Have they earned reputable, relevant degrees or licenses, and/or have they “been there done that” enough to know? Do they have -or have access to- the relevant information, context, and marketplace insight to give you truly informed, sound, good advice? Can they be truly objective? Sometimes, especially with family-owned businesses, the conversation can become very insular, and decisions can be emotional. It is essential to incorporate advice from objective third parties who don’t have a stake in the business. Critical Sources of Good Advice for Closely Held Companies In order to gain the most well-rounded and value-creating advice, you probably want elements of all of the above: Trusted, Credible, Informed, and Objective. This is generally true about running a business, but there are some areas in which it is especially important. In particular, Legal, Financial and Strategic matters require the benefit of good advice from external, third-party sources like those you will find in our Business Advisors Network. If you haven’t asked for any advice lately, think about building a trusted network for your business. We’d be happy to help get you started. Contact us or call (513) 489-4874 to initiate the conversation. --- --- ## FAQs - Published: 2023-11-15 - Modified: 2023-11-15 - URL: https://tp4advisors.com/faq-items/how-can-i-build-a-strong-brand-for-my-business/ Aenean venenatis dolor ipsum ultricies cursus ultrices diam consectetur. Duis dignissim blandit faucibus. Inet pellentesque aliquet rutrum eros. Aliquam aliquet mauris eleifend dignisim euismod vulputate. --- - Published: 2023-11-15 - Modified: 2023-11-15 - URL: https://tp4advisors.com/faq-items/can-i-create-an-online-presence-for-my-business/ Aenean venenatis dolor ipsum ultricies cursus ultrices diam consectetur. Duis dignissim blandit faucibus. Inet pellentesque aliquet rutrum eros. Aliquam aliquet mauris eleifend dignisim euismod vulputate. --- - Published: 2023-11-15 - Modified: 2023-11-15 - URL: https://tp4advisors.com/faq-items/how-can-i-secure-funding-for-my-startup/ Aenean venenatis dolor ipsum ultricies cursus ultrices diam consectetur. Duis dignissim blandit faucibus. Inet pellentesque aliquet rutrum eros. Aliquam aliquet mauris eleifend dignisim euismod vulputate. --- - Published: 2023-11-15 - Modified: 2023-11-15 - URL: https://tp4advisors.com/faq-items/whats-the-importance-of-a-business-plan/ Aenean venenatis dolor ipsum ultricies cursus ultrices diam consectetur. Duis dignissim blandit faucibus. Inet pellentesque aliquet rutrum eros. Aliquam aliquet mauris eleifend dignisim euismod vulputate. --- - Published: 2023-11-15 - Modified: 2023-11-15 - URL: https://tp4advisors.com/faq-items/define-the-importance-of-market-research/ Aenean venenatis dolor ipsum ultricies cursus ultrices diam consectetur. Duis dignissim blandit faucibus. Inet pellentesque aliquet rutrum eros. Aliquam aliquet mauris eleifend dignisim euismod vulputate. --- - Published: 2023-11-15 - Modified: 2023-11-15 - URL: https://tp4advisors.com/faq-items/what-are-the-key-factors-for-online-business/ Aenean venenatis dolor ipsum ultricies cursus ultrices diam consectetur. Duis dignissim blandit faucibus. Inet pellentesque aliquet rutrum eros. Aliquam aliquet mauris eleifend dignisim euismod vulputate. --- - Published: 2023-11-15 - Modified: 2023-11-15 - URL: https://tp4advisors.com/faq-items/how-do-i-protect-my-intellectual-property/ Aenean venenatis dolor ipsum ultricies cursus ultrices diam consectetur. Duis dignissim blandit faucibus. Inet pellentesque aliquet rutrum eros. Aliquam aliquet mauris eleifend dignisim euismod vulputate. --- - Published: 2023-11-15 - Modified: 2023-11-15 - URL: https://tp4advisors.com/faq-items/how-can-i-register-my-business/ Aenean venenatis dolor ipsum ultricies cursus ultrices diam consectetur. Duis dignissim blandit faucibus. Inet pellentesque aliquet rutrum eros. Aliquam aliquet mauris eleifend dignisim euismod vulputate. --- ---