tali. Contact our team

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.

Let’s talkExplore our services
A CLEARER FINANCIAL PICTURE
Your business
Tali OS
Our team
Financial performanceSee the bigger picture.
RevenueExpensesMargins

OUR SERVICES

All connected. All about you.

Choose the support you need.
We coordinate the work around your goals.

Tali Analysis

In-depth financial analysis, advanced reporting, forecasting, financial recovery and audit readiness. An extra layer of oversight to help catch what might otherwise slip through.

Accounting & Bookkeeping

Organized day-to-day records, reconciled accounts and reliable financial statements for a smoother month-end close.

AP & AR Management

Vendor bills, customer invoicing, payment preparation and routine payment reminders, coordinated with your accounting.

Payroll Administration

Scheduled payroll, employee updates and payroll reconciliation through your payroll provider.

BEYOND YOUR BUSINESS

Wealth Management

Your business is part of a bigger financial picture. Connect its success with your personal investment, retirement and long-term financial goals.

Taxes

Business tax preparation and planning, coordinated with your books and financial goals.

TALI OS · DEVELOPED BY US

Understand your business.
Through and through.

Our team brings accounting experience and a clear understanding of your business. We explain what’s changing, look for financial leakage and help you plan what comes next.

We’ve developed Tali OS to connect the detail behind your numbers. Our software supports the work. Our people bring the judgment, guidance and follow-through.

Your financial picture

MONTHLY

PERFORMANCE

What drives your profit?

RevenueExpenses
Our team connects the dots.

CLEAR PRICING

Know what you’re investing in.

Start with the support you need.
Agree on the scope before work begins.

Tali Analysis

INSIGHT & FINANCIAL RECOVERY

Standard scope, starting at

$299 / month

Small-business rate

$50 / month

Tali Analysis for qualifying businesses under $200,000 in annual revenue.

View starter eligibility

A clearer picture. An extra layer of protection.

Financial analysis, advanced reporting, financial recovery and audit readiness in one plan. Our team helps you spot leakage, understand your numbers and plan ahead, alongside your existing accountants.

Discuss your review
  • In-depth financial statement and general ledger analysis
  • Financial recovery reviews for potential overpayments, missed credits and unbilled revenue
  • Cash-flow forecasting and runway planning
  • Growth models and budget-to-actual reporting
  • Audit readiness: supporting schedules, reconciliations and review items
  • Reporting support for investors and due diligence
  • Team review and follow-through with your accountants

Starting pricing is for a straightforward business with current records. Review scope, reporting and forecast assumptions are agreed together. Larger historical investigations and custom projects are quoted separately. Bookkeeping is a separate service.

YOUR FINANCIAL FOUNDATION

Accounting & Bookkeeping

Full accounting, starting at

$500 / month

  • Clean books and reconciled accounts
  • Monthly financial statements
  • Dedicated accounting contact with controller oversight
  • A back-office team that can grow with your business

Target close: within 10 business days after month-end, subject to timely records and responses. Starting pricing is for straightforward, low-volume books.

Starter Bookkeeping

$150 / month

For qualifying businesses under $200,000 in annual revenue, with up to 150 transactions per month across all accounts. Includes transaction categorization, monthly reconciliations, a P&L and balance sheet.

View starter eligibility
Discuss your accounting

BILLS & CUSTOMER PAYMENTS

AP & AR Management

Starting at

$299 / month

  • Vendor bill processing and payment preparation
  • Customer invoicing and payment application
  • Routine overdue-invoice reminders
  • Scheduled coordination with your accounting team

Entry scope: up to 25 combined vendor bills and customer invoices per month. You approve payments. Higher volume and intensive collections are quoted separately.

Discuss AP & AR

SUPPORT FOR PAYDAY

Payroll Administration

Starting at

$149 / month

  • Administration through your payroll provider
  • Standard scheduled payroll runs
  • Routine employee payroll updates
  • Payroll reports and reconciliation

Entry scope: up to 5 employees in one state on a standard pay schedule. Payroll software, multi-state registration and broader HR work are additional.

Discuss payroll

COMPLETE SUPPORT

Bring it all together.
Save $150 every month.

Combine Analysis, Accounting & Bookkeeping, AP & AR Management, and Payroll Administration. One coordinated scope, with each service clearly outlined.

$1,800 in annual savings when all four services remain bundled.

Discuss your bundle

All four services. One complete bundle.

Starting at

$1,097 / month

Standard Analysis ($299), full Accounting & Bookkeeping ($500), AP/AR ($299) and Payroll ($149): $1,247 separately, less $150/month.

Starting prices reflect the entry scopes above; the same limits apply to bundles. Your final quote reflects revenue, transaction volume, complexity and agreed deliverables. Third-party accounting and payroll software, payment processing fees and historical cleanup are quoted or billed separately. The $150 monthly discount applies to the complete bundle shown, using standard service rates; small-business rates are separate offers. Business tax and wealth management are separate engagements.

LET’S TALK

A clearer financial picture
starts with a conversation.

Tell us about your business and where you want to take it.

Contact our team