Entrepreneurs trust Tally to equip them with the knowledge to grow their businesses
What we do
Tally helps business owners leverage technology by building and implementing
a platform to optimize their business and using the information to
developing strategies so they can grow intentionally.
Business Analysis
Develop the plan
To become a client, the first step is Business Analysis. We meet with client's team, learn about their business, and find their current pain points. Using this information we develop an optimized platform of integrated software solutions and build processes that save time and empower the team.
Cloud Integration
Implement the plan
Next, we implement the plan. This includes creating and integrating the platform, migrating all current date, and training client's team or accountants to run the new processes.
Strategic Coaching
Define & execute intentional goals
After the processes are in place we lead the client with regular strategy sessions to keep clients developing their business and growing intentionally.
Agility Maintenance
Build | Measure | Learn
We continually measure data, learn how to improve the business, and adjust the outlook to reflect the changes.
Complete Compliance
Complete compliance management
Have the peace of mind knowing your business is following the rules and regulations of the government.
Tally's Tools
We partner with best-in-class software to automate client's processes and help them grow.
Fathom Reporting
Partner
Reporting, analysis
& forecasting
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GPAC Member
Since 2020
People Advisor
Gusto Certified
Since 2020
