Braedon
Administration
Braedon is new to the industry and provides administration support to clients and staff.
He takes on every task with pride and attention to detail.
Specialized Skills
Cloud technology
Makes a mean cup of Earl Grey tea
Favorite Office Supply
A perfectly organized set of highlighters
YOUR TEAM
Vanessa
Client Services
NEW BIO COMING SOON
TMB BUSINESS MANAGEMENT
About Us
"Taking your business from where it is, to where you want it to be."
Rose
Advisor & In-House Training
Rose has worked more than 45 years in the banking industry.
She retired from an AVP position at a top 10 global bank.
Rose provides our staff with training in risk and fraud management.
Specialized Skills
Certified Fraud Examiner (Retired)
Certified Anti-Money Laundering Specialist (Retired)
Personal Highlight
Receiving a private investigators license
Trisha Monts, CPB
Founder & Client Manager
Trisha started her accounting career over 20 years ago in construction.
She attended BCIT and studied Financial Management Accounting. Trisha then received her CPB designation from CPB Canada, formerly known as the Institute of Professional Bookkeepers of Canada (IPBC).
Always wanting a new challenge, Trisha received her certification in Law firm trust accounting with a final grade of 99%.
Specialized Skills
Business management
Start ups & Corporate Structuring
Law firm trust accounting
Trust compliance
Workflow optimization
WE ARE YOUR TEAM....
Every day small business owners juggle phone calls, sales meetings, customer service, administration, banking, marketing, deliveries, production, scheduling, paying the bills and calling for outstanding payments. This doesn't leave much time for anything else.
Growing businesses have new employees to hire and train, find ways to streamline current processes, juggle delays in service and make everything look seamless to their customers.
We understand the struggle, the stress, and sleepless nights.
Life isn't a Hollywood movie where money grows on trees and your an overnight success.
At some point every business owner needs to outsource part of their business so they can invest more time to grow.
We're here to give business owners back that valuable time.
Whether it's a panic phone call or an in-depth meeting, we'll listen to what you need and work with you to make it happen!