Who we serve
Financial support for owners building something real.
TAO works with small-business owners, franchisees, and the people building the brands and businesses around them.
Find your path
Start with the context that matters to you.
Small-business owners
Get current financials, proactive tax planning, and a connected team to support the decisions ahead.
Explore owner supportFranchisees
Build a stronger financial foundation with accounting, tax, reporting, and guidance for franchise ownership.
Explore franchisee supportFranchisors
Support a growing network with tailored onboarding, reporting, benchmarking, and relationship management.
Explore franchisor solutionsSpecialized industries we know well
Deep experience in a few industries we serve especially often.
Insurance Agents
Entity strategy, tax planning, and monthly bookkeeping built around commission-based income.
Explore support for agentsPrint & Marketing
Support for franchise print, marketing, and sign locations, including the Alliance Franchise Brands network.
Explore print & marketing supportWater Damage & Restoration
Job costing, cash flow, and payroll built for job-driven restoration and reconstruction businesses.
Explore restoration supportA common starting point
Most of our clients operate one or more small businesses.
Many clients operate businesses between $500,000 and $3 million in revenue and have fewer than 10 employees. Our experience spans industries and geographies, with a focus on making the financial work practical for owners.
There is no need to figure out the right path alone.
Tell us about your business and we will help you understand where TAO may fit.
Talk to Our Team