Tallied Financial
You focus on running your business, and we will focus on the numbers.
Our team of bookkeepers and accountants will handle all your bookkeeping needs. No matter how complex they are, we’ve got you covered. We handle everything virtually, so all you need is a tablet or a phone. Our partners and the tools we use to support your business maintain robust protection for our team and clients. Our security standards include using secure portals, email encryption, and two-factor authentication.
Our services include tracking daily sales, accounts receivable, accounts payable, transaction classification, invoicing, bill payment, sales tax preparation and reporting, and reconciliations. Our primary focus is ensuring you have a clear picture of your financial positions. Plus, we are always a phone call or text away. No weird call center, just real people all the time.
We work with freelancers, influencers, single entrepreneurs, partnerships, businesses with multiple locations, and businesses with multiple revenue streams. As your business grows, Tallied Financial grows with you. All of our clients are billed at an affordable fixed monthly rate based on their specific bookkeeping needs.
Choose what's right for you business
Accounting Services:
- Reconcile bank accounts
- Reconcile into QuickBooks
- Reconcile credit card accounts
- Prepare monthly financial statements
- Prepare monthly budget reports
Payroll:
- Prepare payroll
- Prepare payroll taxes
- Prepare and provide employee paystubs
- Prepare and provide employer pay records
- Prepare W-2s
- Garnishment remittance
- Severance remittance
- Pension remittance
Bookkeeping:
- Process accounts receivable and accounts payable
- Track credit card expenses
- Process employee expense reports
- Prepare 1099s
- Provide secure digital files of all statements, reports, and receipts
- Monthly or quarterly video conferences or phone calls to review and discuss financials/performance
Bookkeeping
We implement a customized bookkeeping approach to fit your specific business needs.
Need us to send invoices to your clients?
Need us to pull daily sales reports?
Need us to pay bills?
Need us to reconcile loans, investments, and credit card accounts?
Need us to prepare and issue 1099s or W-2s?
You see where we’re going?
We tailor our services based on what you need, all while being proficient and saving you time and money. If you are currently spending hours doing your bookkeeping and back-office tasks, Tallied Financial can help!
Then you can put those hours towards advancing your business.
All of our clients are billed at a fixed monthly rate that is based on their specific bookkeeping needs.
Payroll
Processing payroll can be time-consuming and complex. Let us handle it.
Our services include scheduling payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, and time tracking. We will use and maintain your payroll data on a secure online platform. We can take the reigns on the payroll tasks if you already have a preferred online platform or provider. Or we can discuss some of our preferred options.
Catch up / Clean up
Maybe you have been managing the books on your own, or you have yet to implement a bookkeeping system. Either way, we can help!
We can do the cleanup and get you back on the reconciled track. QuickBooks is our preferred accounting software. We love it, and we are almost sure you will too. But, of course, we will use whatever accounting software you are most comfortable using. This stand-alone service provides an excellent opportunity for us to get your books up to date and figure out what systems are working or not working for your business.
