I help small business owners stop flying blind financially and start building something sustainable. Think: cash flow clarity, profitability strategy, and financial partnership that actually makes sense - all without the corporate jargon or the judgment.
After earning my Bachelor's in Business Management and Master's in Accounting and Finance, I spent years as a controller managing multi-million dollar operations - working on a $40 million Navy project, collaborating with businesses in Angola, Vietnam, and France, sitting in rooms with C-suite executives and bankers. I've managed $27M+ portfolios and modeled over 150 contracts. Before that, I worked on cash flowing reconstruction houses in Puerto Rico. I loved the complexity, the projects, being a leader and driving businesses forward.
What really drives me is watching businesses grow AND making sure that growth aligns with what my clients actually want in their lives. I've seen too many business owners build something successful that ends up owning them instead of serving them. I'm passionate about helping clients set personal and business goals that work together, not against each other.
I have a huge entrepreneurial spirit and a business growth mindset. I'm here to help you build something.
And I genuinely care about my clients' success. This isn't just marketing speak - I think about your challenges when I'm not working. I'm invested. That's what makes Tallyz different.
Based in louisiana and serving clients nationwide.
not hidden behind jargon and complexity.
When you work with me, you're not just getting a service provider - you're getting someone who's genuinely invested in your success.
I'll tell you what you need to hear, not what you want to hear. Sometimes that means hard conversations. But that's how we build something sustainable.
I keep my practice boutique on purpose - quality over quantity, depth over breadth. That's how I deliver exceptional work and real partnership.
What size business do you work with?
How is this different from a bookkeeper?
What's a fractional CFO?
A fractional CFO is a senior-level financial strategist who works with your business on a part-time basis. You get the expertise of a CFO - cash flow strategy, profitability analysis, forecasting, financial leadership - without the $250K+ salary of a full-time hire. It's high-level financial partnership scaled to what your business actually needs.
Bookkeepers record transactions and keep your books accurate. That's essential, but it's backward-looking. A fractional CFO takes those numbers and turns them into strategy - helping you understand profitability, manage cash flow, plan for growth, and make confident financial decisions.
We meet clients where they are - no client is too small to start working with us. Whether you're just getting started or you're a growing small to medium sized business ready to scale, we can help.
What industries do you work with?
We work with a range of small businesses including contractors, realtors, law firms, solopreneurs, and service-based businesses. We bring a wide range of experience and can adapt to your specific industry needs.
How do I know if I'm ready for a fractional CFO?
If you're making money but feel like you're flying blind... if you're stressed about cash flow even though revenue is coming in... if you know you need more than a bookkeeper but don't need (or can't afford) a full-time CFO... you're probably ready. Book a discovery call and we'll figure it out together.
What does working together look like?
It starts with a discovery call where we talk about your business, your challenges, and your goals. From there, we'll determine which service level makes sense and create a plan. Once we start working together, you'll have a true partner - regular check-ins, clear reporting, and someone you can reach out to when you need guidance.
Do you offer payment plans?
Our ongoing services are billed monthly or quarterly. For a la carte projects, we can discuss payment options during our discovery call.
Have more questions?
Fill out our contact form to get in touch or send your question to shayne@tallyz.com.