WHO WE SERVE
For owners who want to get in charge of their finances.
Tally & Stone is a strategic accounting firm for owners who want more from their numbers — and a partner to help them get ahead. No floor, no ceiling: the qualifier is ambition, not the stage or size of your business.
TRUST WHERE IT COUNTS
Our work spans nearly every industry
We focus on small and mid-sized companies — most doing from a few hundred thousand up into the $1–20M range, our sweet spot. From trades and services to e-commerce, healthcare, and professional firms, we work with owners who want their numbers working as hard as they do.
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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.
WHERE WE WORK
Owners across the U.S. and Canada.
We work fully remote, so your finance team is wherever you are. From coast to coast and up into Canada, we partner with owners who want more from their numbers — no matter where the business is based.
OUR STORY
Built by business owners, for business owners.
We started Tally & Stone because the finance partner we wanted didn’t exist — one that speaks business, not accounting. We’re owners ourselves, and we’ve lived the same questions you have: where’s the cash going, where’s the margin, what do I do next? So we built the firm we always wanted — one that uses accounting to help you run a better business, not just file it away.
Pierson Watts
CEO, Tally & Stone
HONEST FIT
We’re not for everyone — and that’s the point.
Probably not a fit
Large enterprises with their own finance departments. Brand-new businesses still finding their footing. Or owners who just want the box checked at year-end. There are good firms for each of those — it’s not us.
A strong fit
Established small and mid-sized companies that want a partner in their corner — helping you understand the numbers, improve your cash position, and make better calls as the business grows. That partnership compounds: the longer we work together, the more your finances work for you.
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
PRICING
Plans start at $300 a month.
What you pay scales with how much support you want. Most owners start with strategic bookkeeping and a monthly close, then layer in cash, budgeting, and CFO help as they grow — same team the whole way. We’ll build a plan around where you are and where you’re headed.