Tallyz

Numbers that move you forward

Strategic CFO + Tax Advisory, in One Partner

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


Pick Your Finance Engine

CFO ops and tax strategy that scale with you—start lean, grow strong.

  • Launchpad (monthly bookkeeping + tax-ready close)

Close on time, stay audit-ready, and see simple KPIs every month.

  • Control Tower (cash flow + forecasting + tax planning)

13-week cash, rolling 12-month forecast, quarterly tax plays.

  • Summit (fractional CFO + advanced tax strategy)

Job costing, pricing & margin reviews, bank-ready reporting, entity/tax optimization.

See what’s included →

How We Work
From Messy to Measurable, Fast
A simple rhythm that keeps decisions clear and momentum high.

  1. Map – Quick diagnostic of books, cash, and taxes to find the biggest wins.
  2. Model – Build your forecast, KPIs, and tax plan around real constraints.
  3. Manage – Monthly closes, weekly cash reviews, quarterly tax moves.
  4. Move – Pricing, hiring, and financing decisions backed by numbers.
Book a clarity call →
The financiers are calculating personal taxes for their customers.

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Tag your business below so we can show some love on your page! Let’s celebrate and support the incredible small business owners making a difference every day.We love connecting with business owners and entrepreneurs who care about growth, clarity, and building stronger financial foundations. If you’re ready to understand your numbers, clean up your books, or get real support for the year ahead, let’s chat. Schedule a call and let’s see how we can help your business run smoother!Women entrepreneurs are redefining what success looks like with purpose, passion, and persistence. Today, we celebrate the women who turn ideas into action and challenges into opportunities. Happy Women's Entrepreneurship Day! Tag a woman entrepreneur who inspires you!How do you budget for your business without making it complicated or overwhelming? Here’s how to make one that actually works: 1. Start by reviewing your numbers from last year to see where your money went. Look at your total income and break down where your expenses went. For example, if you earned $85,000 last year and spent $25,000 on contractors, $10,000 on software, and $5,000 on marketing. That might show you’re investing heavily in operations but not enough in growth. 2. Next, set clear spending goals for things like marketing, operations, and payroll. For example, you might budget 15% for marketing, 10% for software, and 25% for savings or taxes. 3. Plan ahead for seasonal changes too. If your business slows down during certain months, set aside extra during your busy season to cover future expenses. 4. Finally, check in with your budget often. A quick review each month helps you stay on track, make small tweaks, and keep your money working for your business. Have questions? Drop them in the comments, we’re here to help!Here are a few strategies to consider: 1. Review income and expenses. Identify areas to defer income or accelerate deductible expenses before December 31. 2. Make last-minute purchases. Equipment, software, or other business investments made now could qualify for deductions this year. 3. Contribute to retirement accounts. Boost savings and reduce taxable income by making year-end contributions. 4. Plan charitable giving. Donations made before year-end can still count toward this year’s deductions. Stay organized, compliant, and confident with our year-round bookkeeping and tax support. Schedule a call with us to learn more!Farewell to the Penny 💰 Earlier this week, the U.S. Mint pressed the last batch of pennies for circulation, closing a 230+ year chapter in American money history. The humble one-cent coin has officially become too expensive to make — it now costs about 3.7 cents to produce a single penny, and ending production is expected to save taxpayers around $56 million per year. What does this mean for everyday Americans? Pennies aren’t dead yet. The roughly 300 billion pennies already out there will still be legal tender and stay in circulation for years. You can still use them at the store, and businesses can still price in 1-cent increments. Cash payments will slowly adjust. As physical pennies become scarcer, more retailers are expected to round cash totals to the nearest nickel, much like Canada did when it retired its penny. Studies suggest this kind of rounding has minimal impact on overall prices or inflation. It’s a symbol of a bigger shift. The end of the penny highlights how inflation, digital payments, and production costs are reshaping the way money works. When the smallest coin is worth less than the cost to make it, it forces a bigger conversation about efficiency, tradition, and how we value our time and change. For some, this is just loose change finally catching up with reality. For others, it’s the end of a nostalgic little icon — the coin in a kid’s piggy bank, in charity jars at checkout, and in the phrase “a penny for your thoughts.” Either way, we’re living through a small but meaningful turning point in U.S. economic history. The next time you see a 2025 penny, remember: you’re holding the last chapter of a very long story in the palm of your hand. 🧾➡️📱

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