Pricing starts
at $500/month
Controller‑Level and GAAP‑accurate Bookkeeping
Designed for Companies
*For Tax Planning and Filing
learn more here
(this cost is separate from our coaching fees)
“I fell in love with bookkeeping the same way you might fall in love with a good story — by listening closely to what wasn’t being said.
Years ago, while working on a financial investigation involving missing funds, I realized something: the numbers were telling the story long before anyone knew there was a problem. I’ve since come to think of bookkeeping as therapy for a business — the books are where your business confides its stress, its dreams, and its blind spots.
At Tally & Balance, LLC, we don’t just “do the books.” We listen. We help business owners translate chaos into clarity, and we treat every financial record as a signal — of where your business feels depleted, and where it’s ready to grow. With a background spanning private equity, CPA firm operations, and fund administration, I’ve built a practice around accuracy, insight, and deep respect for the emotional weight behind financial decisions.
Simply put: your business already knows what it needs. My job is to help you hear it.”
