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.
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.
OUR SERVICES
All connected. All about you.
Choose the support you need.
We coordinate the work around your goals.
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
Your business
Tali OS
DavidOur teamPERFORMANCE
What drives your profit?
RevenueExpenses
FINANCIAL POSITION
See how it all balances.
Assets
Liabilities + equity
AssetsLiabilitiesEquity
CASH MOVEMENT
Understand cash in and out.
Cash inYour
businessCash out
businessCash out
OperationsInvestmentsFinancing
FINANCIAL RECOVERY
Find value overlooked.
- Overpayments
- Missed credits
- Unbilled revenue
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 RECOVERYStandard scope, starting at
$299 / month
Small-business rate
$50 / month
Tali Analysis for qualifying businesses under $200,000 in annual revenue.
View starter eligibilityA 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 eligibilityBILLS & 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 & ARSUPPORT 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 payrollCOMPLETE 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 bundleStarting 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.
HOW IT WORKS
A simple start.
A clearer path forward.
Tell us a little about your business. We’ll talk through your goals and where Tali can help.
Set up a meeting
Choose a time for a 15-minute introductory meeting.
Answer a few questions
Share your industry, revenue range and current accounting setup so we can prepare for your call. Estimates are welcome.
Let’s see where we can help
We’ll discuss your priorities and the support that fits. If it’s a match, we’ll walk through scope, pricing and next steps.
LET’S TALK
Let’s talk about
your business.
Book a 15-minute introductory meeting. We’ll focus on your questions and where you need support.
Choose your meeting time
Prefer a separate window? Open Calendly in a new tab.
You can also email David to arrange your 15-minute conversation.
Arrange a call by emailAvailable start times are shown in your time zone. You’ll be asked about your industry, revenue, bookkeeping and goals before confirming.