Services

Personalized Tax Strategies

Tailored tax solutions to maximize your returns and minimize liabilities.

Comprehensive Financial Planning

Holistic planning to secure your financial future and achieve your goals.

Business Accounting Solutions

Streamlined accounting services for efficient and accurate financial management.

Expert Financial Consulting

Guidance and advice to navigate complex financial landscapes with ease.

Expert Accounting & Tax Services

Money Management

$1,000-$1,500

month

WHO IT'S FOR: Business owners who need their books handled, taxes filed, and no more financial surprises.

Monthly bookkeeping and reconciliation

Financial reports in plain English

Tax preparation and filing (business + personal)

Quarterly estimated tax calculations

Sales tax management

Quick answers when money questions pop up

THE RESULT: No more tax surprises. No more scrambling. You know what you made and what you owe.

NICHE-SPECIFIC ADD-ONS: Law Firms: Trust accounting, IOLTA management Realtors: Commission tracking, 1099 management Contractors: Job costing setup, progress billing Solopreneurs: Simple structure, quarterly tax help

Popular

MONEY + STRATEGY

$3,500-$4,500

month

WHO IT'S FOR: Business owners who are past survival mode and ready to make smart money moves.

Everything in Money Management

Monthly strategy calls (30-45 minutes)

Custom KPI dashboard

13-week cash flow forecast

Proactive tax planning (quarterly sessions)

Job/project profitability tracking

Guidance on big decisions (hiring, pricing, growth)

THE RESULT: You make confident decisions backed by real numbers. You stop guessing and start knowing.

NICHE-SPECIFIC VALUE: Law Firms: Realization rates, matter profitability, attorney productivity Realtors: Deal pipeline tracking, team expansion analysis Contractors: WIP reports, bid vs. actual, bonding capacity Solopreneurs: S-corp transition, profit distribution planning

FULL FINANCIAL PARTNERSHIP

$6,000-$8,000

month

WHO IT'S FOR: Business owners who are scaling and need someone thinking three steps ahead with them.

Everything in Money + Strategy

Strategic financial planning and scenario modeling

Annual budgeting with monthly variance analysis

Rolling 12-month forecasts

Pricing strategy and profitability optimization

Capital raise or debt financing support

Advanced tax strategy (multi-entity, cost segregation, R&D credits)

Acquisition due diligence or exit preparation

Monthly strategic advisory sessions

THE RESULT: You have a financial co-pilot. Someone thinking three moves ahead, helping you build something bigger.

NICHE-SPECIFIC VALUE: Law Firms: Partner compensation models, M&A analysis, equity buy-ins Realtors: Team scaling models, brokerage economics, multi-state expansion Contractors: Equipment financing, bonding strategy, contract bid modeling Solopreneurs: Hiring ROI, service productization, exit planning

What Happens When We Start Working Together

ONE-TIME ONBOARDING: $500
What's included:

Strategic discovery call (understand your business and biggest pain points)
Books review and cleanup (get everything audit-ready)
Systems setup (QuickBooks optimization, dashboard creation, forecast templates)
Your first 30-day roadmap

TIMELINE:
First 30 Days

Week 1: Onboarding, access setup, identify quick wins

Week 2-3: Cleanup and system setup

Week 4: First strategic review and monthly close

Ongoing (Month 2+)

Books closed by the 15th of each month
Monthly review call at your convenience
Quarterly tax planning sessions
You reach out anytime questions come up

Simple next steps

Schedule

Not sure where to start? Book a 20-min fit call.

Ready to go? Begin with the Diagnostic: we review your books, cash, and taxes and recommend the right tier with exact ROI levers.

Transform Your Financial Future

Join forces with Tallyz and simplify your finances for scalable growth. Experience personalized CFO and controller services that align with your business vision.