About us

Hi, I'm Shayne
The Beginning
I've always had a passion for small businesses.

Early in my career, I worked with local businesses—helping them make sense of their numbers, prepare for audits, and navigate financial decisions that kept them up at night.

As I moved through roles working with C-suite executives and global clients, my accounting knowledge deepened. I learned how to build financial systems that scale, create dashboards that drive decisions, and translate complex financials into clear action plans.

But here's what I noticed: the business owners who needed this level of support the most were often the ones who couldn't afford a full-time CFO.

They were stuck with accountants who only showed up once a year at tax time. They were guessing about cash flow, surprised by tax bills, and making major business decisions without real data to back them up.

That's when I knew I had to build something different.

 
Why I Started Tallyz
I started Tallyz because I saw a gap in the market:

Small and mid-sized business owners ($1M-$30M in revenue) who were doing everything right operationally—but losing sleep over the financial side.

They were working with accountants who:

Only communicated at year-end
Spoke in jargon they couldn't understand
Delivered reports weeks late (when the information was no longer useful)
Treated them like ticket numbers instead of business partners
I thought: these business owners deserve CFO-level support, proactive tax strategy, and a financial partner who actually communicates.

So I built Tallyz to deliver exactly that.

 
What Makes Tallyz Different
I work with 3-5 clients at a time. That's it.

Not 50. Not 100.

Because I've learned from years of working across multiple client portfolios: quality beats quantity. I want to actually know your business—not just file your taxes once a year.

I speak plain English. After years of translating financial complexity for executives who weren't finance people, I learned: if you can't explain it simply, you don't understand it well enough. No jargon. No accounting speak.

I deliver decision-ready reporting. Monthly P&L/BS/CF with plain-English executive summaries. KPI dashboards tied to your specific business model. 13-week cash flow forecasts. Budget vs. actuals with variance analysis. Everything designed to help you make confident decisions—not just file paperwork.

I'm accessible beyond 9-5. I work flexible hours because I know business doesn't stop at 5pm. You're not a 9-5 business owner—why would you want a 9-5 accountant?

I've been in the trenches. I've owned P&L scopes of $27M+, managed 150+ project budgets, improved forecast accuracy by 25%, driven client profitability up by 200%, and led $1M+ reimbursement recoveries. When I build you a financial model or cash flow forecast, I'm drawing from real experience—not theory.

I'm always learning. I'm currently studying for my CPA because I'm committed to being the best financial partner I can be for my clients.

 
My Approach
I believe:

→ Your finances should make sense in plain English

→ Profit is a system, not a surprise

→ You deserve a financial partner who's accessible (not just at tax time)

→ Clean books + clear insights = confident decisions

I work with law firms, realtors, contractors, and solopreneurs who are tired of guessing about their money and ready to make data-backed decisions.

 
My Experience
What I've done:

• Built and managed fractional CFO services for multi-client portfolios since 2022
• Owned job costing and forecasting for long-cycle construction projects ($27M+ P&L scope)
• Implemented 13-week cash flow and rolling 12-month forecasts that improved decision-making
• Re-architected QuickBooks files, strengthened month-end close processes (to ≤10 days)
• Led pricing tests and channel mix analyses that drove +200% profitability improvements
• Produced audit-defensible financial packages for FEMA reimbursements ($1M+ recoveries)

What I bring to your business:

• CFO-level reporting and executive storytelling (monthly reports you can actually use)
• KPI design tailored to your business model
• Financial modeling: scenario planning, pricing sensitivity, capacity analysis
• Proactive tax planning (not just year-end filing)
• Clean books that lead to clear insights