Fractional CFO + Tax Strategy for Service Business Owners
You're building something. I'm the finance department behind it.
Tallyz is the fractional CFO and tax partner for owners who are going somewhere: a first million-dollar year, a second crew, a launch you've been planning for months. Flat monthly pricing, plain English, and an honest recommendation every time, even when the answer is the smaller package.
Book Your Money Clarity SessionYou know where you want this business to go.
You didn't get this far doing everything yourself. You got here by putting the right people on the right jobs. Your numbers deserve the same. Bookkeeping records what already happened. I work on what happens next: the forecast, the pricing, the tax moves, the plan for the thing you're building toward.
Tallyz is probably your fit if:
You're making real money, and the next decisions are bigger: hires, equipment, a second location, a launch.
You want tax strategy that happens all year, not a scramble in April.
You want a partner in your corner to think out loud with, not a report that shows up and disappears.
You care about where you're headed. Getting the money right along the way is my job, not yours.
Start Here
The Money Clarity Session
$497, fully credited to your first month
Sixty minutes on your books, your taxes, and your cash. Before the call I review what you send me. 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's the part most firms won't say out loud: if the honest answer is my smallest package, that's the one I'll recommend. I 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 $300K getting the foundation right. Done right, every month, by someone who treats your books like the start of something, because they are.
Tax promise: tax season is handled, not survived.
- Monthly bookkeeping, reconciled by the 20th
- A plain-English summary note every month: what happened and what it means
- Tax-ready year-end package, whether I file for you or your CPA does
- Email support with a two-business-day reply
Tallyz Growth
$995/month
For businesses making their first real decisions: hires, pricing, entity structure. This is where the relationship turns forward. We stop just recording the money and start directing it.
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
A standing CFO seat at your table. For owners with a real destination. This is the tier where we build the plan to get there and check it every month.
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.
Systems & Dashboards
Your CFO now builds the system too.
Most owners never log into their accounting software, and I don't blame them. So I build the screen they'll actually look at: a live dashboard with the five numbers that run their business, in their language, updating on its own. Cash, jobs, invoices that need chasing. One link, no logins to remember.
Bookkeepers give you reports. Dev shops give you software. This is the version where the person building your dashboard also knows what your numbers mean.
See Systems & DashboardsFix it once. Fixed price.
One-Time Projects
Not everything needs a monthly relationship. These are defined problems with defined fixes: a flat fee, a specialist team working under Tallyz procedures, and my review on everything before it reaches you.
Start with the Money Clarity Session, $497. We scope your project on the call and the full $497 is credited to your project price.QuickBooks Rescue & Migration
Messy books, a spreadsheet, or a system you have outgrown goes in. A clean, reconciled QuickBooks file with bank feeds running comes out.
IRS Notice Response & Penalty Relief
An IRS letter is not a crisis, it is a deadline. We build the response, cite the law that supports it, and sign every argument before it goes out.
S-Corp & Entity Election
The tax math run on your real numbers, a written recommendation with the tradeoffs, and the filing handled end to end.
KPI Dashboard Build
Your QuickBooks wired to a live dashboard so you see the numbers that drive your decisions without waiting on a monthly report.
Cost Segregation Coordination
Own commercial or rental property? We coordinate the engineering study and file the accounting method change that puts missed depreciation back on the table.
Multi-State Sales Tax Rescue
Selling into other states? We map exactly where you owe and what it costs, then negotiate voluntary disclosure before a state finds you first.
Flat fee, half up front
The price is the price. Half on signing, the balance at delivery. No hourly meters running.
Specialists produce, Tallyz signs
Vetted specialists work under Tallyz checklists and templates. Nothing goes out without a final review.
A handoff, not a hand-wave
Every project ends with a walkthrough call so you understand what changed and what to do next.
Already a Tallyz monthly client? Ask before you buy. S-corp analysis is built into Growth. Dashboards, cash planning, and catch-up work live inside Premier and the add-on menu. We will never sell you the same thing twice.
Tier is confirmed after scoping at your Clarity Session. Cost segregation studies are performed by a vetted engineering firm and billed by them directly, typically $2,500 to $8,000 depending on the property; the Tallyz fee covers coordination, strategy, and the Form 3115 filing. IRS response timelines are governed by the deadline on your notice, so book immediately. Regal Records LLC dba Tallyz.
How we work together
01
Book your Money Clarity Session.
Sixty minutes, $497, credited to your first month. I look before I prescribe.
02
Get your action plan.
A written 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 partner who answers when you reach out.
What makes us different
I speak plain English. Your monthly numbers arrive translated into what happened, what it means, and what to do next.
I prescribe honestly. If you need $495 of help, I will not sell you $1,995 of it. Clients stay for years because the fit was right on day one.
Flat-fee, period. One number, every month, no clock running while you talk to me. You'll never hesitate to ask a question because of what it might cost.
I've sat in your seat. From managing multi-million dollar operations to co-owning a trade business with my husband. Friday payroll isn't a theory to me.
Kind words
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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.
Can you build me a dashboard or automate something for me?
Yes, that's the Systems & Dashboards side of Tallyz. Flat project fee, a small monthly fee to keep it running, and it's built by the same person who handles your numbers. Details on the Systems & Dashboards page.
Ready to build on purpose?
One session. Sixty minutes. A written action plan and a straight answer.
Book Your Money Clarity Session, $497