Money Talks. We Translate.
Financial strategy that finally makes sense.
Tallyz is the fractional CFO and tax partner for service business owners. Flat monthly pricing, plain English, and a team that tells you what you actually need, even when the answer is the smaller package.
Book Your Money Clarity Session
You didn't start your business to stare at spreadsheets.
You started it to build something meaningful. But somewhere along the way the numbers got complicated. You're making money and still not sure if you're profitable. Cash comes in and there's never quite enough at the end of the month. You know you need more than a bookkeeper, and a full-time CFO isn't in the budget.
That's where Tallyz comes in. We translate your numbers into decisions you can actually make. No jargon. No judgment. No mystery invoices.
You're making money, but you're not always sure where it's going.
Tax season runs you instead of the other way around.
You want a partner in your corner, not a report that shows up and disappears.
You run a service business, likely somewhere between $150K and $2M, and you're ready to build on purpose.
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The Money Clarity Session
$497, fully credited to your first month
Sixty minutes on your books, your taxes, and your cash. Before the call we review what you send us. On the call we find what's leaking, what's fine, and what's about to matter. You leave with a written action plan and a straight answer about which level of support fits you.
And here is the part most firms won't say out loud: if the honest answer is our smallest package, that is the one we will recommend. We prescribe like a doctor, not a salesperson.
Book Your Money Clarity Session
Three tiers. Every one flat-fee. Every step up is a different relationship with your money.
Tallyz Books
$495/month
For service businesses around $150K to $300K. You need it done right, not a boardroom.
Tax promise: we make tax season easy.
- Monthly bookkeeping, reconciled by the 20th
- A plain-English summary note every month, so you always know what your numbers are saying
- Tax-ready year-end package, whether we file for you or your CPA does
- Email support with a two-business-day reply
Tallyz Growth
$995/month
For businesses around $300K to $600K making their first real decisions: hires, pricing, entity structure.
Tax promise: you will never be surprised by a tax bill again.
- Everything in Books, closed by the 15th
- A monthly CFO video walking through your numbers and what to do about them
- A quarterly live strategy call
- Tax planning built in: quarterly estimates calculated and scheduled, S-corp timing, owner pay strategy
Tallyz Premier
$1,995/month
For businesses at $600K and beyond. A standing CFO seat at your table.
Tax promise: we engineer the bill down.
- Everything in Growth, closed by the 10th
- A live monthly CFO call
- Rolling cash flow outlook and an annual plan we build together
- Tax strategy built in: entity design, retirement plan design, multi-year moves
- Priority access to Shayne
Add-ons: extra hands, any tier
Tiers buy thinking and access. Add-ons buy extra hands for the transactional work. CFO guidance, tax planning, and tax strategy live inside Growth and Premier, and they are never sold piecemeal.
How we work together
01
Book your Clarity Session.
Sixty minutes, $497, credited to your first month. We look before we prescribe.
02
Get your prescription.
A written action plan and the tier that honestly fits, including the smaller one if that's the truth.
03
We get to work.
Clean books by a fixed date every month, taxes handled at the level you chose, and a team that answers when you reach out.
What makes us different
We speak plain English. Your monthly numbers arrive translated into what happened, what it means, and what to do next.
We prescribe honestly. If you need $495 of help, we will not sell you $1,995 of it. Clients stay for years because the fit was right on day one.
We're flat-fee, period. One number, every month, no clock running while you talk to us. You will never hesitate to ask a question because of what it might cost.
We bring real experience. From managing multi-million dollar operations to helping owners hit their first million-dollar year, led by a founder who co-owns a trade business herself and knows exactly what Friday payroll stress feels like.
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FAQ
What happens in the Money Clarity Session?
We review your books, your last tax return, and your cash picture before the call. On the call we walk through what's working, what's leaking, and what's coming. You leave with a written action plan whether or not we ever work together.
Is the $497 really credited?
Yes. Join any tier within 30 days and the full $497 comes off your first month.
What if I don't know which tier I need?
That's the point of the Clarity Session. Revenue, team stage, the decisions in front of you, and last year's tax pain tell us which tier fits. We'll tell you plainly, even if it's the smallest one.
I'm behind on my books. Can you still help?
Yes, and it's common. Catch-up cleanup runs $600 per month behind, quoted after we review your file, and then your tier takes over from there.
Do you file my taxes?
If you want us to. The annual return is an add-on at every tier at $1,500 for federal plus one state, so you're never paying for a return you don't need. Tax planning is built into Growth, and full tax strategy is built into Premier.
Do I have to sign a long contract?
No long lock-ins. Engagement terms are simple and spelled out in plain English before you sign anything.
Ready to stop guessing and start building?
One session. Sixty minutes. A written plan and a straight answer.
Book Your Money Clarity Session, $497