Accounting & Bookkeeping
Organized day-to-day records, reconciled accounts and reliable financial statements for a smoother month-end close.
TECH-ENABLED. PEOPLE-DRIVEN.
Your one-stop shop for financial services.
Accounting and finance, handled by people who understand your business.
Our team helps you understand your financial picture and move toward your goals. We’ve developed our own software to bring greater clarity, consistency and efficiency to the work.
INSIDE THE REVIEW
01Your recordsGL · invoices · contracts
Tali OS
02Our teamReview · verify · act
Understand what changed.
FINANCIAL PICTUREMonthly revenue$132,000
+10% from AugustThe next question: Which transactions explain the $12,000 increase? Trace the change to the GL and supporting invoices.
Connect the supporting detail.
CONTRACT & BILLINGMonthly contract amount$12,000
Invoice amount$11,000
Difference to investigate$1,000
Pending verification
Before drawing a conclusion: Check amendments, credits and the service period. A difference alone does not establish money owed.
Turn a question into a next step.
REVIEW & FOLLOW-THROUGH- 01Confirm the agreement
Verify the current terms and service dates.
- 02Explain the difference
Check for amendments, credits or timing.
- 03Agree on the action
Document a correction or close the item.
Working alongside your accountants. The team verifies the evidence and agrees on any action before a change is made.
Illustrative workflow and sample figures. Explore each stage above.
OUR SERVICES
All connected. All about you.
Choose the support you need.
We coordinate the work around your goals.
Taxes
Business tax preparation and planning, coordinated with your books and financial goals.
Financial Leakage & Recovery
Review historical records for potential overpayments, missed credits and unbilled revenue. Verify opportunities before pursuing recovery.
Financial Analysis
Understand what your numbers mean, make informed decisions and track progress toward your business goals.
Audit Readiness
Organize supporting schedules, reconciliations and review items so your team is better prepared.
Wealth Management
Connect your business’s success with personal investment, retirement and long-term financial planning.
TALI OS · DEVELOPED BY US
Understand your business.
Through and through.
Built around the way accountants work, Tali OS connects financial statements with the underlying transactions, contracts and invoices. It helps us identify what drives changes in your numbers and automates balance-sheet schedule preparation, including prepaids, accruals, deferred revenue and depreciation.
Our team leads the analysis, investigates issues and works with you to improve your financial operations. Our software brings the detail together so we can focus on your business, the decisions ahead and the steps toward your goals.
CLEAR PRICING
Know what you’re investing in.
Start with the support you need.
Agree on the scope before work begins.
Tali Analysis
MONTHLY REVIEW$299–$750 / month
Our software. Our team. A clearer view of your business.
An additional financial review, powered by Tali OS and delivered alongside your existing accounting team.
- Financial statement and general ledger analysis
- Contract and invoice comparisons within your review scope
- Prioritized questions, supporting evidence and action items
- Review and follow-through with your accounting team
Your quote reflects revenue, transaction volume, contract complexity and review scope. Larger engagements and historical reviews are quoted separately. Bookkeeping is separate.
Discuss your reviewBusiness tax, financial recovery and wealth management engagements are scoped and priced separately.
LET’S TALK
A clearer financial picture
starts with a conversation.
Tell us about your business and where you want to take it.