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<h2>Embracing Automation and AI</h2><p>In 2024, the accounting industry is expected to further embrace <strong>automation and artificial intelligence (AI)</strong>. These technologies are revolutionizing the way accountants work by automating repetitive tasks, such as data entry and reconciliation. This allows accountants to focus more on strategic decision-making and analysis. AI-powered tools can also provide predictive insights, helping businesses make more informed financial decisions.</p><figure id="figure-bpa8jfx9dgm21ebbbd"><img id="bpa8jfx9dgm21ebbbd" src="https://images.unsplash.com/photo-1454165804606-c3d57bc86b40?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxfHxhaSUyMGFjY291bnRpbmd8ZW58MHx8fHwxNzI4NDQ5NjgzfDA&ixlib=rb-4.0.3&q=80&w=1080" alt="ai accounting" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure><p>As these technologies become more prevalent, it's crucial for accounting professionals to stay updated on the latest software and tools available. Training and upskilling will be key to leveraging these advancements effectively. Firms that can integrate AI and automation into their processes will likely have a competitive edge.</p><h2>The Rise of Blockchain Technology</h2><p>Blockchain technology is gaining traction in the accounting world due to its ability to offer enhanced security and transparency. By providing a decentralized ledger, blockchain can help in reducing errors and fraud, ensuring that financial records are tamper-proof and easily verifiable. This technology is particularly beneficial for audit trails and compliance purposes.</p><p>Accountants should consider how blockchain can be integrated into their systems to improve accuracy and trust in financial reporting. As blockchain continues to evolve, it will likely become a standard in accounting practices, making it important for professionals to understand its potential applications and benefits.</p><h2>Focus on Sustainability Reporting</h2><p>With increasing awareness of environmental issues, there is a growing demand for <strong>sustainability reporting</strong> in financial statements. Companies are now expected to disclose their environmental, social, and governance (ESG) impacts. This trend is not only driven by regulatory requirements but also by stakeholders who want to invest in socially responsible businesses.</p><figure id="figure-2c0ae7nhrm21ebbbd"><img id="2c0ae7nhrm21ebbbd" src="https://images.unsplash.com/photo-1486406146926-c627a92ad1ab?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxfHxzdXN0YWluYWJpbGl0eSUyMGZpbmFuY2V8ZW58MHx8fHwxNzI4NDQ5NjgzfDA&ixlib=rb-4.0.3&q=80&w=1080" alt="sustainability finance" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure><p>Accountants will need to develop expertise in ESG metrics and reporting standards. This involves understanding how to measure and report on sustainability initiatives, as well as integrating these metrics into traditional financial reports. The ability to provide transparent and reliable ESG information will be a valuable skill in the coming years.</p><h2>Cloud-Based Accounting Solutions</h2><p>The shift towards <strong>cloud-based accounting solutions</strong> continues to gain momentum. These solutions offer numerous advantages, including real-time access to financial data, improved collaboration, and enhanced security features. As remote work becomes more common, cloud-based tools enable accountants to work efficiently from anywhere.</p><p>Firms that adopt cloud technology can streamline their operations and reduce costs associated with maintaining on-premises systems. For accounting professionals, familiarity with various cloud platforms will be essential to meet the demands of a modern, tech-savvy client base.</p><figure id="figure-msjcksgsbbm21ebbbd"><img id="msjcksgsbbm21ebbbd" src="https://images.unsplash.com/photo-1496450681664-3df85efbd29f?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxfHxjbG91ZCUyMGFjY291bnRpbmd8ZW58MHx8fHwxNzI4NDQ5NjgzfDA&ixlib=rb-4.0.3&q=80&w=1080" alt="cloud accounting" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure><h2>Data Analytics and Big Data</h2><p>Data analytics and big data are becoming indispensable in the accounting field. These tools allow accountants to extract valuable insights from vast amounts of data, enabling better forecasting and strategic planning. By leveraging data analytics, firms can identify trends, detect anomalies, and make data-driven decisions that enhance business performance.</p><p>As the volume of data continues to grow, accountants must become proficient in using analytical tools and techniques. This includes understanding how to interpret data, create visualizations, and communicate findings effectively to stakeholders. Mastery of data analytics will set accountants apart in a data-centric business environment.</p>

Top Accounting Trends to Watch in 2024

<h2>Understanding Common Accounting Mistakes</h2><p>Accounting is the backbone of any business, ensuring that financial transactions are accurately recorded and reported. However, even the most meticulous accountants can make errors. Recognizing and avoiding these common mistakes can save businesses time, money, and stress.</p><figure id="figure-vm24ocdhkjm1re8bby"><img id="vm24ocdhkjm1re8bby" src="https://images.unsplash.com/photo-1454165804606-c3d57bc86b40?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxfHxhY2NvdW50aW5nJTIwbWlzdGFrZXN8ZW58MHx8fHwxNzI3ODQ0ODgxfDA&ixlib=rb-4.0.3&q=80&w=1080" alt="accounting mistakes" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure><h3>Data Entry Errors</h3><p>One of the most frequent accounting mistakes is data entry errors. These can occur when numbers are transposed, omitted, or incorrectly input. Even a small mistake can lead to significant discrepancies in financial reports.</p><p><strong>How to Avoid:</strong> Implement double-checking procedures and use accounting software that offers automated data entry features. Regularly reconcile accounts to catch and correct errors promptly.</p><h3>Misclassifying Expenses</h3><p>Another common mistake is misclassifying expenses. This occurs when expenses are recorded under the wrong category, which can distort financial statements and lead to incorrect tax filings.</p><p><strong>How to Avoid:</strong> Create a clear and detailed chart of accounts and ensure that all team members understand how to classify expenses correctly. Regular training and updates can help maintain accuracy.</p><figure id="figure-d0lpcllsldm1re8bby"><img id="d0lpcllsldm1re8bby" src="https://images.unsplash.com/photo-1622186477895-f2af6a0f5a97?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxfHxleHBlbnNlJTIwY2xhc3NpZmljYXRpb258ZW58MHx8fHwxNzI3ODQ0ODgxfDA&ixlib=rb-4.0.3&q=80&w=1080" alt="expense classification" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure><h3>Failing to Reconcile Accounts</h3><p>Reconciliation is crucial for ensuring that the financial records match the bank statements. Failing to reconcile accounts regularly can result in undetected errors and potential fraud.</p><p><strong>How to Avoid:</strong> Schedule monthly reconciliations and use accounting software that can automate parts of the reconciliation process. This will help in identifying discrepancies early and maintaining accurate records.</p><h2>Overlooking Small Transactions</h2><p>Small transactions might seem insignificant, but they can add up over time and impact the financial health of a business. Overlooking these can lead to inaccurate financial statements and cash flow problems.</p><p><strong>How to Avoid:</strong> Record all transactions, no matter how small. Use expense tracking tools and apps to ensure that every transaction is accounted for.</p><figure id="figure-d0yt1wch8m1re8bby"><img id="d0yt1wch8m1re8bby" src="https://images.unsplash.com/photo-1612620486050-1462932b56e4?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxfHxzbWFsbCUyMHRyYW5zYWN0aW9uc3xlbnwwfHx8fDE3Mjc4NDQ4ODF8MA&ixlib=rb-4.0.3&q=80&w=1080" alt="small transactions" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure><h3>Not Backing Up Data</h3><p>Data loss can be catastrophic for any business. Not having a backup of accounting data can result in loss of critical financial information, leading to operational disruptions and potential legal issues.</p><p><strong>How to Avoid:</strong> Regularly back up your accounting data using cloud-based solutions or external hard drives. Set automated backups to ensure that you always have a recent copy of your data.</p><h3>Ignoring Tax Deadlines</h3><p>Missing tax deadlines can result in penalties and interest charges. It's essential to keep track of all tax-related deadlines to avoid unnecessary expenses and legal complications.</p><p><strong>How to Avoid:</strong> Use calendar reminders and accounting software that provides alerts for upcoming tax deadlines. Consider consulting with a tax professional to ensure compliance with all tax requirements.</p><figure id="figure-9a582nabg9m1re8bby"><img id="9a582nabg9m1re8bby" src="https://images.unsplash.com/photo-1706894075115-f140b40493cb?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxfHx0YXglMjBkZWFkbGluZXN8ZW58MHx8fHwxNzI3ODQ0ODgxfDA&ixlib=rb-4.0.3&q=80&w=1080" alt="tax deadlines" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure><h2>Conclusion</h2><p>Avoiding common accounting mistakes requires diligence, attention to detail, and the use of reliable accounting tools. By implementing best practices and staying vigilant, businesses can maintain accurate financial records and ensure long-term success.</p><p>Remember, the key to effective accounting is not just in recording transactions but in doing so accurately and consistently. Stay proactive and informed to keep your financials in top shape.</p>

Common Accounting Mistakes and How to Avoid Them

<h2>Understanding Your Tax Documents</h2><p>As tax season approaches, the first step to a stress-free filing is to gather all necessary documents. These include W-2s from employers, 1099 forms for any freelance work, and other relevant financial statements. Having these documents organized and readily available will make the filing process much smoother.</p><p>It's also important to keep an eye out for any tax forms that may arrive late. Sometimes, financial institutions send out corrected forms, so make sure you have the most up-to-date information before you file.</p><figure id="figure-wp7yebsgmnm1he5j35"><img id="wp7yebsgmnm1he5j35" src="https://images.unsplash.com/photo-1554252116-cb46b6d2df78?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxfHx0YXglMjBkb2N1bWVudHN8ZW58MHx8fHwxNzI3MjQwMDkwfDA&ixlib=rb-4.0.3&q=80&w=1080" alt="tax documents" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure><h2>Choose the Right Filing Method</h2><p>There are several methods available for filing your taxes, each with its own set of pros and cons. You can file electronically using software like TurboTax or H&R Block, or you can opt for the traditional paper filing method. Electronic filing is generally faster and comes with the added benefit of error-checking algorithms.</p><p>Another option is to hire a professional tax preparer. This is especially useful if you have a complicated tax situation, such as multiple income streams or significant deductions. A professional can help ensure that you maximize your refund and minimize your tax liability.</p><h2>Take Advantage of Deductions and Credits</h2><p>One of the best ways to reduce your tax bill is to take advantage of deductions and credits. Common deductions include mortgage interest, student loan interest, and charitable donations. Tax credits, such as the Earned Income Tax Credit (EITC) and Child Tax Credit, can also significantly lower your tax liability.</p><figure id="figure-kes0g602d9m1he5j35"><img id="kes0g602d9m1he5j35" src="https://images.unsplash.com/photo-1494887205043-c5f291293cf6?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxfHx0YXglMjBkZWR1Y3Rpb25zfGVufDB8fHx8MTcyNzI0MDA5MHww&ixlib=rb-4.0.3&q=80&w=1080" alt="tax deductions" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure><p>Make sure to keep receipts and documentation for all deductions and credits you plan to claim. This will not only help you during the filing process but also protect you in case of an audit.</p><h2>Stay Updated on Tax Law Changes</h2><p>Tax laws are constantly changing, and staying updated can help you avoid surprises. For example, recent changes in the tax code may affect your eligibility for certain deductions or credits. Keeping informed will help you make better decisions when preparing your taxes.</p><p>Consider subscribing to newsletters from reputable tax information sources or following tax experts on social media to stay in the loop.</p><h2>File Early and Avoid Procrastination</h2><p>One of the easiest ways to reduce stress during tax season is to file your taxes early. This not only helps you avoid the last-minute rush but also gives you more time to address any issues that may arise. Early filing can also help you get your refund sooner.</p><figure id="figure-qhojdq5xmcm1he5j35"><img id="qhojdq5xmcm1he5j35" src="https://images.unsplash.com/photo-1473366311188-fb0d178ade27?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxfHxlYXJseSUyMGZpbGluZ3xlbnwwfHx8fDE3MjcyNDAwOTB8MA&ixlib=rb-4.0.3&q=80&w=1080" alt="early filing" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure><p>Procrastination can lead to mistakes, missed deductions, and increased stress. Set a deadline for yourself well ahead of the actual tax deadline to ensure you have ample time to prepare and review your tax return.</p><h2>Double-Check Your Return</h2><p>Before you hit the submit button, take the time to double-check your tax return. Ensure that all information is accurate and that you've claimed all eligible deductions and credits. Small errors can lead to delays in processing your return and receiving your refund.</p><p>Consider having a trusted friend or family member review your return, or use tax software that offers a review feature to catch any potential mistakes.</p><h2>Keep Records for Future Reference</h2><p>Once you've filed your taxes, it's crucial to keep copies of your return and all supporting documents. The IRS recommends keeping tax records for at least three years. These records can be invaluable if you ever need to amend a return or if you're audited.</p><figure id="figure-8swg2a4esam1he5j35"><img id="8swg2a4esam1he5j35" src="https://images.unsplash.com/photo-1526304640581-d334cdbbf45e?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxfHx0YXglMjByZWNvcmRzfGVufDB8fHx8MTcyNzI0MDA5MHww&ixlib=rb-4.0.3&q=80&w=1080" alt="tax records" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure><p>Store your records in a safe and organized manner, either digitally or in a physical file, to ensure they are easily accessible when needed.</p><h2>Seek Professional Help if Needed</h2><p>If you find the tax filing process overwhelming, don't hesitate to seek professional help. A certified tax professional can provide valuable advice and ensure that your return is accurate and complete. They can also help you navigate complex tax situations and make the most of available deductions and credits.</p><p>Remember, investing in professional help can save you time, stress, and even money in the long run.</p>

Tax Season Prep: Tips for Stress-Free Filing

<h2>Why Small Businesses Need Accounting Software</h2><p>Managing finances is one of the most critical aspects of running a small business. Without proper accounting practices, it’s easy to lose track of expenses, profits, and tax obligations. Thankfully, accounting software solutions are designed to make financial management easier, more accurate, and less time-consuming.</p><figure id="figure-d64w3cp3s7m177dsaa"><img id="d64w3cp3s7m177dsaa" src="https://images.unsplash.com/photo-1581093808268-7a25a3625207?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwyM3x8YWNjb3VudGluZyUyMHNvZnR3YXJlfGVufDB8fHx8MTcyNjYyNDA1Nnww&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" alt="accounting software" class="object-cover bg-gray-100 " style="aspect-ratio: 16/9;" data-mce-src="https://images.unsplash.com/photo-1581093808268-7a25a3625207?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwyM3x8YWNjb3VudGluZyUyMHNvZnR3YXJlfGVufDB8fHx8MTcyNjYyNDA1Nnww&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" data-mce-style="aspect-ratio: 16/9;"></figure><h2>Key Features to Look For</h2><p>When choosing, it’s essential to look for software that offers robust reporting, invoicing, and expense tracking capabilities. Below, we’ve compiled a list of the top 10 accounting software solutions tailored for small businesses.</p><h2>Top 10 Accounting Software Solutions</h2><ol><li><strong>QuickBooks Online:</strong> QuickBooks Online is a popular choice for small businesses due to its comprehensive features, including invoicing, expense tracking, and robust reporting. It also offers seamless integration with many third-party apps.</li><li><strong>FreshBooks:</strong> FreshBooks is known for its user-friendly interface and excellent customer support. It’s particularly well-suited for service-based businesses, offering time tracking and project management features.</li><li><strong>Xero:</strong> Xero is a cloud-based accounting software that provides real-time financial data and a wide range of features, including invoicing, payroll, and inventory management.</li><li><strong>Wave:</strong> Wave offers free accounting software with essential features like invoicing, receipt scanning, and expense tracking. It’s an excellent option for freelancers and very small businesses.</li><li><strong>Zoho Books:</strong> Zoho Books is part of the Zoho suite of business applications. It offers comprehensive accounting features, including automated workflows and multi-currency support.</li></ol><h3>Additional Options to Consider</h3><p>While the above options are some of the most popular, there are other accounting software solutions that might be a better fit for specific needs or industries. Here are five more options to consider:</p><ul><li><strong>Sage 50cloud:</strong> Sage 50cloud combines the power of desktop software with the flexibility of the cloud, offering features like cash flow management and advanced reporting.</li><li><strong>Kashoo:</strong> Kashoo is an easy-to-use accounting software that focuses on simplicity and efficiency, making it a great choice for small business owners who are not accounting experts.</li><li><strong>OneUp:</strong> OneUp offers features like inventory management and CRM integration, making it a comprehensive solution for small businesses looking to streamline their operations.</li><li><strong>AccountEdge Pro:</strong> AccountEdge Pro is a desktop accounting software with robust features, including payroll processing and inventory management.</li><li><strong>ZipBooks:</strong> ZipBooks offers a free plan with essential features like invoicing and expense tracking, as well as paid plans with additional capabilities like advanced reporting and team management.</li></ul><figure id="figure-5v0zvdqktam177dxog"><img id="5v0zvdqktam177dxog" src="https://images.unsplash.com/photo-1726056652663-8f1e42b2fc95?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwyNHx8ZmluYW5jaWFsJTIwbWFuYWdlbWVudHxlbnwwfHx8fDE3MjY2MjQwNjJ8MA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" alt="financial management" class="object-cover bg-gray-100 " style="aspect-ratio: 16/9;" data-mce-src="https://images.unsplash.com/photo-1726056652663-8f1e42b2fc95?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwyNHx8ZmluYW5jaWFsJTIwbWFuYWdlbWVudHxlbnwwfHx8fDE3MjY2MjQwNjJ8MA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" data-mce-style="aspect-ratio: 16/9;"></figure><h2><br></h2>

Tallyz

Tallyz is a boutique accounting + tax advisory firm that turns messy finances into bank-ready clarity—clean books, proactive tax strategy, and CFO-level guidance so owners can grow with confidence.

Core Services

Accounting Operations

Cleanup & monthly closes (QBO)

AR/AP management, payroll support

Job costing (trades), inventory & sales tax

Tax Advisory & Filing

Year-round planning (entity choice, deductions, Augusta Rule, retirement/HSA, credits)

Individual & business returns

IRS/State notice handling

Fractional Controller/CFO

13-week cash-flow forecasting

Budgeting & rolling 12-month forecasts

Pricing/margin analysis, bank/LOC readiness, lender-friendly reporting

Systems & Reporting

Tool integration (QuickBooks Online, Housecall Pro, Buildertrend, PlanHub)

Owner dashboards: AR/AP, cash runway, profit drivers

Who We Serve

Owner-led service businesses ($500k–$10M)—especially construction/trades (electrical, pools, GC subs), agencies, and real estate portfolios—plus select nonprofits and early-stage cannabis/clean-energy startups.

Outcomes We Aim For

Clean, audit-proof books and lender-ready reporting

Lower, planned taxes (no April surprises)

Predictable cash flow and smarter job/project decisions

Time back for the owner, with clear SOPs and cadence

How We Work (Packages)

Launchpad: cleanup + monthly close + basic tax planning

Control Tower: adds dashboards, 13-week cash flow, AR/AP cadence

Summit (Fractional CFO): adds forecasting, pricing/margin strategy, bank prep

Our Target Audience is - Primary

Owner-led service businesses ($500k–$10M revenue): construction & trades (electrical, pools, GC subs), agencies (marketing/VA studios), and professional services that are growing fast but feel messy behind the scenes.

Decision makers: founders/owners, operations managers, or the lone in-house “finance person” wearing too many hats.

Stage & situation: post-startup to scale-up; moving from DIY bookkeeping to fractional Controller/CFO + tax advisory; preparing for bank lines, bigger contracts, or hiring pushes.

Secondary

Real estate/rentals (≤20 doors) needing clean books, cash-flow visibility, and tax planning.

Mission-driven nonprofits (early stage) that want simple, compliant financial systems 

Our Promise is - We turn messy finances into bank-ready clarity—pairing proactive tax strategy with clean, timely books so you can make confident decisions, qualify for financing, and keep more of what you earn. We work as your collaborative finance partner, and tax strategist

Our Values are - Clarity over complexity
We translate numbers into plain English and next steps. You get one-page dashboards, clear deadlines, and no jargon.

Proactive by default
We plan taxes year-round, flag cash crunches before they hit, and surface opportunities early—no “April surprises.”

Ownership & accountability
We keep promises, document processes, and close the loop. If something slips, we fix it fast and own the outcome.

Bank-ready discipline
We build clean books, audit-proof records, and lender-friendly reporting (AR/AP roll-forwards, 13-week cash flow, job costing).

Confidently collaborative
We lead with expertise and partner with your team and tools (QBO, Housecall Pro, Buildertrend, PlanHub) to make the work feel easy.

Right-sized solutions
No bloated scopes. Start lean, scale as you grow. Every deliverable must tie to cash, margin, or time saved.

Integrity, always
Ethical guidance, accurate filings, and candid advice—even when it’s tough. Long-term trust beats short-term wins.

Why Tallyz > Other Firms

Bank-ready, not just “balanced.” We don’t stop at reconciliations. You get lender-friendly reporting (AR/AP roll-forwards, job-costing, 13-week cash flow) that actually moves loans, bonding, and bids forward.

Tax strategy is baked in year-round. We plan entity choice, Augusta Rule, retirement/HSA, credits, and timing—all tied to monthly numbers—so there are no April surprises and more cash stays in your business.

Trades & project expertise. We speak Housecall Pro, Buildertrend, PlanHub, progress billing, retainage, and WIP. That saves weeks of “explaining your business” and prevents costly setup mistakes.

Clarity you can run the business on. One-page dashboards (cash runway, AR/AP, profit drivers) + plain-English next steps. Owners know what to do this week.

Confidently collaborative. We lead with CFO-level judgment and partner with your team so the work feels easy—clear cadences, closed loops, documented SOPs.

Right-sized, transparent packages. Start lean (cleanup + close), add forecasting and CFO support as you grow. Fixed scope, fixed price, measurable outcomes.

Speed to value. 30-day cleanup/onboarding, same-business-day acknowledgment, and a 90-day roadmap so momentum never stalls.

Audit-proof discipline. Tight workpapers, organized receipts, and reconciliations that withstand banks, CPAs, and state notices.

Owner’s ROI mindset. Every deliverable must tie to cash, margin, or time saved—if it doesn’t drive decisions, we don’t ship it.

Proof You’ll Feel in 90 Days

Clean books and a live 13-week cash-flow model

AR/AP cadence that shortens collections and smooths payables

Tax savings plan with specific dollar targets and timelines

Lender-ready packet (financials + metrics) to open LOC conversations

What sets tallyz apart from the market is - For owner-led service businesses ($500k–$10M), Tallyz is the accounting + tax advisory partner that delivers bank-ready reporting, proactive tax savings, and CFO-level decisions—unlike traditional bookkeepers or once-a-year CPAs, we integrate monthly closes, live cash-flow forecasting, and year-round planning into one operating rhythm.

Blog

Top Accounting Trends to Watch in 2024

Common Accounting Mistakes and How to Avoid Them

Tax Season Prep: Tips for Stress-Free Filing

Top 10 Accounting Software Solutions for Small Businesses