Who we are
TM Advisors Group works with business owners across the United States — construction, hospitality, services, and anyone running a company where the money moves faster than the paperwork. Tax strategy, cash flow, and understanding where every dollar goes. Not a report once a year: month after month, alongside the owner. We describe ourselves as financial analysts rather than traditional accountants, because the job that matters is not recording what happened. It is telling you what to do about it while you can still act.
That work is where RunGrid came from. Building custom dashboards and portals for clients kept turning up the same gap: good advice arriving on top of bad data, in a spreadsheet, three weeks late.
Every module here started as somebody’s problem
None of this came from a feature list. Each one is a thing a real business owner could not do, said out loud in a meeting.
The phone that rings while you are on a roof
A contractor misses a call, the caller rings the next name on the list, and a $9,000 job is gone. That is why there is a virtual assistant that answers in your company’s voice, books the appointment and texts a payment link mid-call.
Quoting at 11pm after a ten-hour day
Estimates get written when the work is done, badly, because the owner is exhausted. Photograph the job instead and get back a priced estimate with line items, ready to send before you leave the driveway.
Finding out the job lost money after it ended
Margin computed at the end is a post-mortem. Projects track budget against actual cost while the work runs, so a change order gets priced while there is still something to do about it.
Hours on paper that nobody can verify
Crews write down what they think they worked. The time clock has them clock in from their phone inside a geofence you draw, and the hours land straight in the payroll book.
Personal spending on the business card
It happens in every small company, and a keyword rule files it as an expense. Runny files it as an owner’s draw and says why it is not deductible — which is the difference between books your accountant fixes in March and books that were right in August.
A team that reads one language and customers who read another
Your crew should see the app in the language they think in. Your invoices should go out in the one your customer reads. Both, from the first day, set per person — not a translation project bolted on later. It started with English and Spanish because that is what we needed first; the product was built so more can follow.
Three companies and three logins
Owners rarely have exactly one business. Switch between them in the top bar without logging out, with the books kept properly separate underneath.
Customers who never open email
Plenty of people will not open an invoice in their inbox but will read a text in ten seconds. So invoices go by text as well, and the payment link works from the phone.
Which truck went where, and what it cost
Fuel and mileage vanish into a general expense account. Fleet puts the vehicle on a map and the cost against the job it was working on.
The drawer that never quite matches
In hospitality the count at close is either done properly or it becomes somebody’s problem next month. The cash drawer records it and posts the difference where it belongs.
What we are actually betting on
That an owner will use software every day if it does not require a course, does not charge for five subscriptions, and tells them the truth about their numbers before their accountant does in March. That is the whole idea. Everything else is implementation.
TM Advisors Group · Westlake, Florida · info@tmadvisorsgroup.com
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