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

Launchpad

starting at $500

per month

Best for solo founders & lean teams needing clean books and tax-ready financials.

Monthly bookkeeping & close (bank/CC reconciliations, AP/AR sync)

Chart of accounts cleanup & standardization

Simple KPI snapshot: revenue, gross margin, cash balance, AR/AP aging

Sales tax filing support (where applicable)

Year-round tax posture review (identify plays; implement at higher tiers)

Quarterly check-in (30 min) to review trends & next steps

Secure document hub + task checklist

Close by day 10 each month

Monthly PDF package: P&L, Balance Sheet, Cash Flow, KPI one-pager

Quarterly variance highlights + action list

Onboarding (2–3 weeks) Data intake & access, 2) cleanup & catch-up, 3) first close & KPI setup

Add-ons (as needed) Historical catch-up, payroll setup, 1099 prep, sales tax nexus review

Popular

Control Tower

starting at $1,800

per month

Best for growing businesses that want proactive cash control and tax planning.

Everything in Launchpad

13-week cash flow model with weekly updates

Rolling 12-month forecast (revenue, COGS, OPEX, capex, debt)

Quarterly tax planning session with documented plays & dollar impacts

Pricing & margin review twice per year

KPI dashboard (job/customer margins, AR days, cash runway)

Bank-ready reporting package (ratios, covenant tracker)

Weekly: cash review & short action list

Monthly: close package + KPI dashboard refresh

Quarterly: tax strategy review with implementation checklist

Onboarding (3–4 weeks) Map → Model → Manage: we build your cash model and forecast from real data

Add-ons Collections workflow tune-up, AP scheduling, inventory/COGS method review

Summit (Fractional CFO)

starting at $3,000

per month

Best for operators ready to scale, raise capital, or tighten execution.

Everything in Control Tower

CFO leadership (weekly or biweekly meetings with owner/execs)

Strategic plan & OKRs translated to budget and KPIs

Job costing & WIP reporting (construction/trades ready)

Scenario modeling (hiring, pricing, equipment, location, debt)

Banking/credit readiness: lender pack, introductions, and term guidance

Board/owner reporting: narrative, risks, and next-quarter plan

Tax strategy implementation (entity optimization, Augusta Rule, retirement, etc.)

M&A/readiness support (light diligence, data room organization)

Weekly: finance stand-up + issues list

Monthly: board-style report & forecast update

Quarterly: strategy refresh & tax playbook update

Onboarding (4–6 weeks) Strategic finance blueprint, forecast calibration, and operating rhythm launch

Add-ons Capital raise prep, grant/credit optimization, cost-seg coordination

How onboarding works

Map: access + diagnostic
Model: dashboards, cash, and forecast
Manage: monthly close + weekly cash rhythm
Move: pricing, hiring, financing decisions backed by numbers

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.