What we do
Three jobs, done every month. No chasing.
JobClosed byIncluded
01
Bookkeeping
Closed by The 5th of every month
Bank and card reconciliation
Catch-up when you are behind
Catch-up when you are behind
02
Tax
Closed by Each deadline, a week early
Quarterly estimates
Sales tax, 12 states
Sales tax, 12 states
03
Payroll
Closed by Every pay run, on time
Weekly to semi-monthly
W-2s and 1099s
W-2s and 1099s
One fee
No tiers. No hourly billing. No invoice in April.
One plan, priced on how busy your books are, and held for twelve months.
The Tally & Rowe plan
$488/ month
$488 a month
- Bookkeeping, 200 transactions$300
- Tax, estimates and year-end$95
- Payroll, 6 people$93
- Extra entities—
Plus a one-time catch-up of $360 for 2 months behind.
Monthly close
Four days, one close.
- The 1st
You send
Statements and receipts go into your portal folder.
- The 2nd
We match
Every account reconciled to the cent, every transaction sorted.
- The 3rd–4th
We check
A second partner reviews the month and sets aside tax.
- The 5th
You read
Your numbers, explained in sentences. Like the report below.
Sample report
What lands on the 5th.
Your numbers, and next to them, what they mean.
Sales were $84,210, up 6% on August.
The $3,420 espresso machine repair is a one-off, filed as equipment.
You kept $11,215, a little under August because of that repair.
Andre Rowe, EA · closed October 4 · Set aside $2,900 for January 15
| Account | Sep | Aug |
|---|---|---|
| Sales | $84,210 | $79,640 |
| Cost of goods | $26,105 | $24,690 |
| Payroll | $31,480 | $31,020 |
| Rent, two shops | $9,800 | $9,800 |
| Card fees | $2,190 | $2,060 |
| Repairs and equipment | $3,420 | $180 |
| You kept | $11,215 | $11,890 |
The partners
Two people who answer their own email.
Mei Tally
- Role
- CPA. Tax and year-end; she signs every return we file
- Since
- 2011, after nine years in audit at a big firm
- Ask her about
- S-corp elections, multi-state sales tax, anything with a deadline
Andre Rowe
- Role
- EA. Books and payroll; he runs the monthly close
- Since
- 2011, and his family's three restaurants since he was nineteen
- Ask him about
- Catch-up work, tips, moving off spreadsheets
Request a call
A twenty-minute call. Bring the shoebox.
Tell us roughly where things stand; we'll tell you what it takes to get current and what it costs.
