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We build cash-smart systems, reduce tax drag, and give you clear decisions every month—so growth isn’t a guess.

Strategic CFO + Tax Advisory, in One Partner

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<h2>Packages at a Glance</h2>
<h3><br />Pick Your Finance Engine</h3>
<h3>CFO ops and tax strategy that scale with you—start lean, grow strong.</h3>
<ul style="list-style-type:circle">
<li class="normal"><strong>Launchpad</strong> (monthly bookkeeping + tax-ready close)</li>
</ul>
<p class="normal">Close on time, stay audit-ready, and see simple KPIs every month.</p>
<ul style="list-style-type:circle">
<li class="normal"><strong>Control Tower</strong> (cash flow + forecasting + tax planning)</li>
</ul>
<p class="normal">13-week cash, rolling 12-month forecast, quarterly tax plays.</p>
<ul style="list-style-type:circle">
<li class="normal"><strong>Summit </strong>(fractional CFO + advanced tax strategy)</li>
</ul>
<p class="normal">Job costing, pricing &amp; margin reviews, bank-ready reporting, entity/tax optimization.</p>

<p><strong>How We Work</strong><br />From Messy to Measurable, Fast<br />A simple rhythm that keeps decisions clear and momentum high.</p>
<ol>
<li><strong>Map</strong> – Quick diagnostic of books, cash, and taxes to find the biggest wins.</li>
<li><strong>Model </strong>– Build your forecast, KPIs, and tax plan around real constraints.</li>
<li><strong>Manage</strong> – Monthly closes, weekly cash reviews, quarterly tax moves.</li>
<li><strong>Move</strong> – Pricing, hiring, and financing decisions backed by numbers.</li>
</ol>

The financiers are calculating personal taxes for their customers.

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      <h3>Get in touch</h3>
      <p>Send us a message and we'll get back to you as soon as we can.</p>
    

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Tallyz

Tallyz is a boutique accounting + tax advisory firm that turns messy finances into bank-ready clarity—clean books, proactive tax strategy, and CFO-level guidance so owners can grow with confidence.

Core Services

Accounting Operations

Cleanup & monthly closes (QBO)

AR/AP management, payroll support

Job costing (trades), inventory & sales tax

Tax Advisory & Filing

Year-round planning (entity choice, deductions, Augusta Rule, retirement/HSA, credits)

Individual & business returns

IRS/State notice handling

Fractional Controller/CFO

13-week cash-flow forecasting

Budgeting & rolling 12-month forecasts

Pricing/margin analysis, bank/LOC readiness, lender-friendly reporting

Systems & Reporting

Tool integration (QuickBooks Online, Housecall Pro, Buildertrend, PlanHub)

Owner dashboards: AR/AP, cash runway, profit drivers

Who We Serve

Owner-led service businesses ($500k–$10M)—especially construction/trades (electrical, pools, GC subs), agencies, and real estate portfolios—plus select nonprofits and early-stage cannabis/clean-energy startups.

Outcomes We Aim For

Clean, audit-proof books and lender-ready reporting

Lower, planned taxes (no April surprises)

Predictable cash flow and smarter job/project decisions

Time back for the owner, with clear SOPs and cadence

How We Work (Packages)

Launchpad: cleanup + monthly close + basic tax planning

Control Tower: adds dashboards, 13-week cash flow, AR/AP cadence

Summit (Fractional CFO): adds forecasting, pricing/margin strategy, bank prep

Our Target Audience is - Primary

Owner-led service businesses ($500k–$10M revenue): construction & trades (electrical, pools, GC subs), agencies (marketing/VA studios), and professional services that are growing fast but feel messy behind the scenes.

Decision makers: founders/owners, operations managers, or the lone in-house “finance person” wearing too many hats.

Stage & situation: post-startup to scale-up; moving from DIY bookkeeping to fractional Controller/CFO + tax advisory; preparing for bank lines, bigger contracts, or hiring pushes.

Secondary

Real estate/rentals (≤20 doors) needing clean books, cash-flow visibility, and tax planning.

Mission-driven nonprofits (early stage) that want simple, compliant financial systems 

Our Promise is - We turn messy finances into bank-ready clarity—pairing proactive tax strategy with clean, timely books so you can make confident decisions, qualify for financing, and keep more of what you earn. We work as your collaborative finance partner, and tax strategist

Our Values are - Clarity over complexity
We translate numbers into plain English and next steps. You get one-page dashboards, clear deadlines, and no jargon.

Proactive by default
We plan taxes year-round, flag cash crunches before they hit, and surface opportunities early—no “April surprises.”

Ownership & accountability
We keep promises, document processes, and close the loop. If something slips, we fix it fast and own the outcome.

Bank-ready discipline
We build clean books, audit-proof records, and lender-friendly reporting (AR/AP roll-forwards, 13-week cash flow, job costing).

Confidently collaborative
We lead with expertise and partner with your team and tools (QBO, Housecall Pro, Buildertrend, PlanHub) to make the work feel easy.

Right-sized solutions
No bloated scopes. Start lean, scale as you grow. Every deliverable must tie to cash, margin, or time saved.

Integrity, always
Ethical guidance, accurate filings, and candid advice—even when it’s tough. Long-term trust beats short-term wins.

Why Tallyz > Other Firms

Bank-ready, not just “balanced.” We don’t stop at reconciliations. You get lender-friendly reporting (AR/AP roll-forwards, job-costing, 13-week cash flow) that actually moves loans, bonding, and bids forward.

Tax strategy is baked in year-round. We plan entity choice, Augusta Rule, retirement/HSA, credits, and timing—all tied to monthly numbers—so there are no April surprises and more cash stays in your business.

Trades & project expertise. We speak Housecall Pro, Buildertrend, PlanHub, progress billing, retainage, and WIP. That saves weeks of “explaining your business” and prevents costly setup mistakes.

Clarity you can run the business on. One-page dashboards (cash runway, AR/AP, profit drivers) + plain-English next steps. Owners know what to do this week.

Confidently collaborative. We lead with CFO-level judgment and partner with your team so the work feels easy—clear cadences, closed loops, documented SOPs.

Right-sized, transparent packages. Start lean (cleanup + close), add forecasting and CFO support as you grow. Fixed scope, fixed price, measurable outcomes.

Speed to value. 30-day cleanup/onboarding, same-business-day acknowledgment, and a 90-day roadmap so momentum never stalls.

Audit-proof discipline. Tight workpapers, organized receipts, and reconciliations that withstand banks, CPAs, and state notices.

Owner’s ROI mindset. Every deliverable must tie to cash, margin, or time saved—if it doesn’t drive decisions, we don’t ship it.

Proof You’ll Feel in 90 Days

Clean books and a live 13-week cash-flow model

AR/AP cadence that shortens collections and smooths payables

Tax savings plan with specific dollar targets and timelines

Lender-ready packet (financials + metrics) to open LOC conversations

What sets tallyz apart from the market is - For owner-led service businesses ($500k–$10M), Tallyz is the accounting + tax advisory partner that delivers bank-ready reporting, proactive tax savings, and CFO-level decisions—unlike traditional bookkeepers or once-a-year CPAs, we integrate monthly closes, live cash-flow forecasting, and year-round planning into one operating rhythm.