Accounts Payable Services & AP Automation Providers in San Diego, CA

TBI Consulting is a certified public accounting and business advisory practice based in San Diego, California. The firm works mainly with small and growing businesses, along with individuals and high net worth households. It presents itself as a long-term financial partner rather than a once-a-year tax preparer.

Buyers comparing accounts payable providers should see TBI Consulting as a full-service CPA firm, not a dedicated AP automation software vendor. Its outsourced bookkeeping, controllership and payroll offerings can take on much of the back-office finance work involved in paying vendors and staff.

Back-office and payables-related support

The firm's website does not list a standalone accounts payable product, but several of its services touch the payables cycle directly. Its bookkeeping and QuickBooks offerings help owners build processes that keep transaction records accurate and ready for year-end filing. Its controllership work adds cash flow management, monthly reporting and the design of internal controls. Those controls are central to preventing duplicate or unauthorized disbursements. Relevant offerings include:

• Outsourced accounting and bookkeeping
• QuickBooks setup and support
• Cash flow analysis and management
• Designing internal controls over financial processes
• Preparation of 1099 forms for independent contractors
• Payroll processing with direct deposit
• Coaching for in-house bookkeeping and accounting staff

On the payroll side, TBI Consulting runs weekly, biweekly or monthly pay cycles. It also:

• files payroll taxes with both federal and state agencies
• prepares W-2 and W-3 forms
• produces tailored payroll reports and periodic accounting summaries
• assists with workers' compensation audits and unemployment claims

Businesses that want one provider to handle both employee pay and contractor reporting may find this combination convenient.

Controller and CFO services

Some companies have outgrown basic bookkeeping but cannot justify a full-time finance executive. For them, the firm offers fractional controller and CFO engagements, billed only for the work actually required. This covers financial analysis, forecasting, profit improvement, operations reviews, strategic planning and business tax planning. Project-based assignments address mergers and acquisitions, capital raising, due diligence, risk management and exit planning.

New ventures can also get guidance on choosing between C corporations, S corporations and LLCs, writing business plans, securing financing and setting up QuickBooks.

Forensic expertise and tax depth

For buyers concerned about payment fraud, a distinguishing feature is the firm's forensic accounting practice. The team holds the Certified Fraud Examiner credential and investigates:

• financial reporting irregularities
• suspected employee fraud
• transaction flows and records

It also provides litigation support such as expert witness testimony, deposition preparation and restitution calculations. That background is useful when reviewing disbursement controls or looking into suspicious vendor activity. The firm also handles tax planning, tax return preparation, electronic filing for individuals and IRS problem resolution.

TBI Consulting emphasizes a relationship-driven, service-focused approach. It aims to understand each client's specific frustrations and look for pragmatic ways to simplify their accounting work. The firm suits San Diego area small businesses seeking a CPA-led outsourced finance function with support around payables. Organizations looking specifically for AP automation software or high-volume invoice processing should confirm scope directly with the firm.