SAVE OVR 50% WITH

Done-With-You Bookkeeping Support

Our Done-With-You Bookkeeping Support is here to give you clarity, control, and year-round peace of mind. Every quarter, we’ll help you categorize, organize, and understand your finances—so you’re never left scrambling to piece it all together.

ONLY 10 SPOTS AVAILABLE!

(for businesses earning less than$50K only)

TRUSTED FOR NEARLY 40 YEARS

With close to four decades of experience, Tracy L. Tate, our CEO, brings a wealth of expertise, holding an MBA in Accounting & Public Administration and a Master’s Certification in Accounting.

At TLJ Professional Services, Inc., we’re a family-owned firm in the SF Bay Area, CA. Since 2015, we’ve treated every client like one of our own, offering the kind of personal touch that you won’t find elsewhere. Other firms may provide similar services, but no one cares for your success like we do.

WELL KNOWN & TRUSTED

Almost 4 Decades In The Industry

Tracy L. Tate, CEO, has an MBA with an emphasis in Accounting & Public Administration, and a Masterʼs Certification in Accounting.

TLJ Professional Services, Inc. is family-owned and operated in SF Bay Area, CA. Since incorporating in 2015, we've treated every customer like they are a part of our family. Other companies may offer similar services, but our services come with a personal touch!

broken image... What We Do

TLJ Professional Services, Inc. is a trusted partner for small businesses and entrepreneurs, providing expert accounting, bookkeeping, tax preparation, and financial consulting services. With a commitment to integrity, excellence, and personalized care, we empower our clients to achieve financial success and thrive in their ventures.

Our Core ValueS

Our Core Values are centered around integrity, excellence, and personalized service, as we treat every client like a valued partner and prioritize their financial well-being with a personal touch.

Our Company Profile

With our expert team by your side, hands-on support, and a clear view of where every dollar is going, you’ll finally feel in control of your books and confident in your next steps.

WHAT'S INCLUDED IN YOUR

done-with-you bookeepng support:

Quarterly Support Classifying Transactions: Get every expense categorized and organized, so your books stay clean and easy to manage. ($3,000 Value)
Quarterly Financial Statements: See exactly where your money’s going with clear, up-to-date financials each quarter. ($1,000 Value)
Quarterly 1:1 Review of Activities: We’ll sit down together to review what’s working, what’s not, and where to adjust. ($3,500 Value)
Quarterly Tax Filings/Payments Supports: Discover retirement options that save you on taxes and grow your future wealth. ($1,000 Value)
Do's and Don'ts of Spending for Prior Quarter: Get expert insights on what’s helping your cash flow and what’s holding it back. (Included)
Next Quarter Game Plan: Walk away with a custom action plan to keep your finances growing in the right direction. (Included)