You didn't start your business to stare at spreadsheets and stress about cash flow.
You started it to build something meaningful. To create freedom. To do work that matters.
But somewhere along the way, the numbers got complicated. You're making money, but you're not sure if you're actually profitable. Cash comes in, but somehow there's never enough at the end of the month. You know you need more than a bookkeeper, but a full-time CFO isn't in the budget.
That's where Tallyz comes in.
We're your fractional CFO partner - translating complex financial strategy into plain English so you can make confident decisions, build real wealth, and finally feel like you have a handle on your business. No jargon. No judgment. Just clarity, partnership, and a path forward.
You want to pay yourself consistently, understand your profitability, and make decisions from a place of clarity instead of anxiety.
You're making money, but you're not always sure where it's going.
You want someone in your corner who genuinely cares about your success - not just someone who sends reports and disappears.
You value partnership over transaction.
You want a financial partner who helps you take action and build something that supports the life you actually want.
You're ready to implement, not just collect information.
Maybe a contractor, realtor, attorney, or solopreneur - who's past survival mode and ready to actually build something sustainable.
You're a small business owner
IS THIS YOU?
Money manager package
You're starting a business and you don't want to be that owner who's scrambling to fix a mess two years from now.
We'll set you up right from day one - accounting software configured correctly, chart of accounts that actually makes sense for YOUR business, financial processes that scale with you, and monthly check-ins to catch issues before they become expensive problems.
This is the foundation that six-figure businesses are built on.
foundations package
Starting at $500/month
Financial partner package
You're making money but you have no idea if you're actually profitable.
Your books are a black hole. Tax time is a nightmare. You need clean, accurate financials you can trust - bookkeeping that's done right, reconciliations that actually reconcile, and monthly reporting that shows you exactly where your money is going.
This is the financial clarity that lets you stop guessing and start making real decisions.
Starting at $1,000/month
Full Financial partnership
You're beyond just needing clean books - you need someone who can help you BUILD.
This is the full fractional CFO experience: everything in Money Manager PLUS strategic cash flow planning so you never get caught short, profitability analysis that shows you where you're actually making (and losing) money, tax strategy that keeps more cash in your pocket, forecasting that helps you plan your next move, and regular partnership calls where we dig into your business together. This is for business owners who are done flying blind and ready to grow with intention.
Starting at $3,000/month
tax services
Your business is complex. Multiple entities, significant revenue, complicated operations.
You need a CFO-level partner who can handle the sophistication your business demands - everything above plus high-touch strategic support, custom financial operations, and the kind of proactive guidance that protects what you've built while positioning you for what's next. This is executive-level financial leadership without the executive-level salary.
Starting at $8,000/month
A La Carte Services
Tax surprises are expensive. We help you stay ahead of your obligations with proactive planning - not just filing forms, but strategic tax positioning that minimizes what you owe and maximizes what you keep.
● Monthly tax planning and preparation - Starting at $500/month
● Quarterly tax planning and preparation - Starting at $1,500/quarter
● Tax filing only - Starting at $750 per return
Hourly consulting
Sometimes you need targeted help to solve a specific problem. Maybe your books are a disaster and you need a cleanup before you can move forward.Maybe you need a cash flow analysis before making a big decision. Maybe you're setting up systems for the first time and want it done right.
We offer: accounting software cleanup and reconciliation, one-time cash flow analysis, custom financial dashboards, financial statement preparation, business structure analysis, profitability analysis, KPI development, and financial system setup.
Starting at $1,500 per project
FOUNDATIONS PACKAGE
You have a specific question or decision and you need expert eyes on it. Not ready for a monthly commitment, but you know you need guidance from someone who's been there. This is strategic consulting for business owners who need answers - not generic advice, but real insight tailored to your situation. Minimum 2 hours per session.
Not sure which option is right for you? That's exactly what the discovery call is for. Let's talk through where you are, what's keeping you up at night, and which level of support will actually move the needle for your business.
$200/hour
How We Work Together
We meet you where you are. Whether you're just getting started or scaling to the next level, there's a way to work together that fits your business and your budget.
What Makes Us Different
We speak plain English. No jargon, no complexity for complexity's sake.
We translate financial strategy into clear, actionable insights you can actually use.
We're true partners. We don't just send reports and disappear. We're in your business with you - someone you can reach out to when you're stressed about a decision, who knows your goals and challenges, who genuinely cares.
We care about alignment. Your business should support your life, not consume it. We help you set personal and business goals that work together, not against each other.
We bring real experience. From managing multi-million dollar operations to helping small business owners hit their first million-dollar year - we understand financial strategy at every level and make it accessible to the people who need it most.
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