STRATEGIC ACCOUNTING FOR FOUNDERS & BUSINESS OWNERS
Know your numbers. Make your move.
Tally & Stone is a strategic accounting firm for owners who want to get in charge of their finances — and a partner to help them get ahead.
WHO WE SERVE
An accounting partner for founders and owners who want to get in charge of their numbers — and get ahead.
We keep the books clean and current, then turn them into cash you can see and decisions you can act on. Most of our clients run established companies in the $1–20M range — but the real qualifier is ambition, not size.
Cash
Front and center, every month
Plain English
Numbers you can act on
Proactive
We flag it before you ask
Same day
Typical response time
OUR PROMISE
We help you understand your numbers — so the big decisions get easier.
THE SERVICE LADDER
Start with the books. Grow with the business.
Start light or go as deep as the business needs. The same team covers every stage, from clean books to a sale — you add each one when the moment calls for it, and never pay for more than you need.
Books that are clean, current, and reconciled, with a monthly close you can set your watch to — so the numbers you act on are true.
We keep you on top of cash: where it’s going, what’s coming, and the few numbers that tell you whether it’s working.
A budget you’ll actually use and a clear read on plan vs. actual — so you can see around the corner, not just behind you.
A finance partner in your corner for pricing, margins, hiring, and the decisions that move the business.
Debt capital, advised end to end — the right amount, the right lender, the right terms. Debt only; we don’t advise on equity.
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M&A Prep
Sale-ready financials: clean history, defensible numbers, and no surprises when a buyer starts digging.
MOST FIRMS KEEP SCORE
We help you change it.
01
We speak business, not accounting.
We’re business owners too. We use accounting to help you run a better business — not just file it away.
02
Cash, up front.
Where it’s going. What’s coming. How to improve your position. Cash is a first-class citizen here, not a line buried in a report.
03
A close you can set your watch to.
A disciplined monthly close, month after month, so the numbers you make decisions on are current — and true.
04
Reports tell you what happened. We tell you what to do.
Where the margin is. Where the cash is going. What to do next. Plain English, owner-ready.
TRUST WHERE IT COUNTS
Our work spans nearly every industry
+ more
Your system stays your system of record — we don’t replace it, we make it work harder: clean books, a close you can set your watch to, and numbers you can actually act on.
FROM A CLIENT
“The monthly reviews are invaluable — we talk strategy, capital allocation, and how to improve the business. They’re not just accountants, they’re financial partners.”
Adam Frederico
THE FINANCIAL HUB
Your whole business, in green, yellow, and red.
A clean, monthly read on your numbers, powered by the accounting system you already use. Included in most retainers.
OUR ETHOS
We’re business owners, not just accountants. We built the firm we always wanted — one that uses accounting to help you run a better business, not just file it away. Most accountants speak accounting. We speak business.
It’s the whole idea behind the name, too: a tally you can trust, and a stone to build on.
FROM OUR CEO
“I spent a decade in corporate finance, watching great owners get handed reports nobody taught them to read. That’s the gap we close: numbers in plain English, and a clear next move — not a report you file away.”
Pierson Watts
CEO, Tally & Stone
FROM THE BLOG
Notes from Tally Marks.
Plain-English writing on cash, margins, and the calls that keep a business healthy.
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Why Your Financials Matter
Taxes are why you have to keep books. They are not why the books matter. Six real things…
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What the Balance Sheet Tells You
Your P&L is your paycheck; the balance sheet is your net worth. Why it is the most overlooked…
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Accuracy vs. Analysis
Accurate books are the foundation, not the finish line. The real value is in the analysis that comes…