Accounting and advisory: CFO-level insight without the CFO
Monthly statements reviewed with you, in plain English, so you know what your numbers mean and what to do next.
Starting at $1,300 per month · Includes monthly bookkeeping
Understand what your numbers are telling you
You didn't start a business to become a financial detective. Each month we review your reports with you, explain what changed and why, and turn it into a short list of decisions on cash, margins, spending and growth.
Get startedQuestions we help you answer
- Do you run the business by checking the bank balance?
- Do you know your break-even point?
- How much are loans and financing costing your profit?
- Do you second-guess money decisions?
- Can you name what really drives your revenue?
What’s included
- Everything in monthly bookkeeping
- A monthly review meeting with your advisor
- Profit and loss, balance sheet and cash-flow review
- Receivables and payables review
- Month, quarter and year comparisons
- Coordination with your CPA
Who it’s for
- Established owners who've outgrown basic bookkeeping
- Businesses planning to borrow, hire or expand
- Owners who want a regular finance partner
Why work with us
Tallyworks is a founder-led firm. Your books get the full attention of a certified professional, every month.
Meet the founderWork directly with the founder
Asad Abbas handles your books personally, from the first call to every monthly close. No hand-offs, no call centers.
Certified and credentialed
Certified Bookkeeper, Certified Accounting Technician and QuickBooks ProAdvisor, with a degree in accounting and finance.
U.S.-based, never offshore
Your books are kept by a U.S.-based professional in Naperville, Illinois, and never outsourced overseas.
Calls that fit your schedule
Evening and weekend consultations, so talking about your books doesn't cost you a workday.
How it works
From the first call to every monthly close, you’ll know what happens next and what it costs.
- Step 1Free · 30 minutes
Discovery call
A video call to learn about your business and what you need.
- Step 2Within 10 business days
Diagnostic Review
A detailed look at your books, credited toward your package.
- Step 3In writing
Fixed proposal
A custom scope and price based on what we found and your goals.
- Step 4Every month
Monthly close
Books closed by the 15th, with a short summary of your numbers.
Bookkeeping records what happened. Advisory reviews those reports with you and explains what they mean for your next decisions.
More services
Catch-Up & Cleanup Bookkeeping
Months behind or books you no longer trust? We rebuild them so every balance ties out.
- Catch-up of every missing month
- Error detection and correction
- Account reconciliations
- QuickBooks file cleanup
- Organized, current financials
Monthly Bookkeeping
Your books kept current every month in the U.S., with reports you can act on.
- Bank and credit card reconciliations
- Loan and asset tracking
- Monthly reports and statements
- Receivables and payables
- Ongoing support
Payroll
Employees and contractors paid accurately on your schedule, with every pay run recorded in your books.
- Pay runs on your schedule
- Direct deposit and pay stubs
- New hire and contractor setup
- Time off and deductions tracked
- Payroll recorded in your books
Talk to a bookkeeper
A free, confidential discovery call. You’ll leave knowing your options and what each would cost.
Book a free call