SERVICES
Start with the books. Grow with the business.
Six services, one team. Everything begins with strategic bookkeeping — from there you climb only as far as the business needs. You’re never handed off, and you never pay for a rung you’re not on.
THE DIFFERENCE
Most accounting tells you what already happened. We help you decide what’s next.
The usual arrangement
— Books that show up weeks late, if they close at all
— Statements built for the IRS, not for you
— Cash is a guessing game between bank logins
— A different face every time you call
— And you doing the chasing
Working with Tally & Stone
— A monthly close you can set your watch to
— Numbers in plain English, tied to your next move
— Cash watched week to week, no surprises
— One team that knows you and your business
— We reach out first — before you have to ask
THE SERVICE LADDER
Six rungs. Climb as you grow.
Everyone starts on the first rung — clean, strategic bookkeeping — and climbs only as far as the business needs. Add each rung when the moment’s right, with the same team the whole way up.
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.
— Weekly transaction categorization and reconciliation
— Monthly close and statements you can actually read
— Chart of accounts cleanup and discipline
— Year-end pack ready for your CPA
Included in most retainers: the Financial Hub.
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.
— Weekly cash check-ins and short-horizon forecasting
— Vendor, payroll, and receipt workflows
— Margin watch — slippage flagged as it happens
— The few KPIs that actually run the business
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.
— Annual budget built with the owner, not handed down
— Rolling forecast updated as the business moves
— Plan vs. actual, explained in plain English
— Scenario work for the decisions on the table
A finance partner in your corner for pricing, margins, hiring, and the decisions that move the business.
— Pricing, unit economics, and margin strategy
— Hiring plans tied to financial reality
— Lender, investor, and board reporting
— A seat at the table for the big calls
Debt capital, advised end to end — the right amount, the right lender, the right terms. Debt only; we don’t advise on equity.
— Debt strategy: when, how much, what kind
— Lender selection and relationship management
— Packaging, models, and lender-ready materials
— Term sheet review and negotiation support
Scoped per engagement, separate from the retainer.
Sale-ready financials: clean history, defensible numbers, and no surprises when a buyer starts digging.
— Sale-ready financials and clean transaction history
— Add-back schedules and normalization
— Data room financial package
— Diligence support, end-to-end
Scoped per engagement, separate from the retainer.
FROM A CLIENT
“Responsive, positive, and genuinely enjoyable to work with. The professionalism alone would’ve earned our recommendation — that they’re a delight to work with is icing on the cake.”
Daylen Stoutin
WHAT IT COSTS
Plans start at $300 a month.
Retainers are priced to your books, not to a list — the volume that moves through your accounts and how deep you want us in the business. Capital Advisory and M&A Prep are scoped per engagement.