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Our approach

Compliance is the minimum. Understanding is what helps.

Tallymark grew out of a story we kept seeing: business owners who pay their taxes on time and still have no idea whether their business makes money. They're compliant, but they're deciding blind.

  • A firm where every client has a dedicated accountant, for good.
  • The capacity to cover the full cycle: set up, stay current and catch up.
  • Predictable: a flat monthly fee, with that month's questions included.

Three fronts no business can neglect

  1. Books

    Books current and filings submitted on time, with the amount flagged in advance.

  2. Payroll

    Paychecks, withholding and payroll taxes handled on time, with a calendar for the year.

  3. Taxes

    The setup that saves you the most, and answers to whatever the IRS sends.

What we solve

It almost always starts with one of these.

We start from what's worrying the owner, not from the name of a service.

Pick a situation to see how we'd handle it.

I stopped filing months ago and I'm afraid to find out what I owe.

We figure out what it really is, how much can come off through penalty abatement and how many installments it can be spread across. It's almost always less than people fear.

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I'm about to hire my first employee.

We tell you how to classify the role, get the new-hire paperwork filed on time and hand you a calendar for the year with every deadline marked.

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The bank wants financial statements.

We prepare them, and explain what the bank will look at and what's worth cleaning up before you submit.

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I think I'm overpaying in taxes.

We check whether your entity setup is the right one for you. Plenty of businesses overpay just because they're set up the wrong way.

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I want to make my business official.

We form the LLC, get your EIN and register you for state taxes, after talking through which entity and tax election make sense.

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Sales are good, but I never have any cash.

We build your cash flow forecast and figure out how much you need to sell just to break even. Selling a lot with no cash in the bank is more common than you'd think.

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I don't know how to send an invoice, so I always depend on someone.

We set up your invoicing and teach you how, with a written guide for later. You shouldn't lose a sale at eight on a Saturday night.

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Every stage of the business

We're with you through the life of the business.

From a brand-new EIN to the year the bank asks for financial statements.

  1. Set up
  2. Invoice
  3. File
  4. Hire
  5. Grow
  6. Back it up
How we work

Five steps, every month.

The same order every month, so nothing depends on someone remembering.

Stage 1

Review

Before we quote, we look at your real situation: which returns have been filed, which books are missing and whether there are balances or penalties outstanding. Quoting without checking that is how surprises happen.

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Stage 2

Catch-up

If the books are behind or returns haven't been filed, we take care of that first. Starting a monthly service on top of messy books just pushes the problem into next month.

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Stage 3

Monthly books

Every month we record your income and expenses, reconcile your bank and credit card accounts, and close the books on time.

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Stage 4

Filing

We calculate and file your sales tax, payroll and estimated tax payments, and let you know the amount days ahead so you can plan for it. Nobody should find out what they owe on the day it's due.

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Stage 5

Report

Beyond staying compliant, you get a simple report: how much you sold, how much you spent and how much you made. That's the part that helps you make decisions.

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Why TALLYMARK?

What you gain by working with us.

It's not just about staying square with the IRS. It's about knowing how your business is doing.

Know before it's due

We tell you what you'll owe days in advance, not the night before the deadline.

Flat monthly fee

One amount agreed on up front, with that month's questions included. Asking doesn't cost extra.

A dedicated accountant

The same person handles your account every month and knows your business: no explaining everything all over again.

In plain English

We explain what every number means without the jargon, so you can decide with clear information.

Your records are yours

Logins, books and returns always stay in your name, and we hand them over whenever you ask.

A report that's useful

Beyond compliance, we tell you how much you really made this month and where it came from.

48 Hour response time The most we'll ever take to answer a question.
8 Accounting services Four for month-to-month work and four for specific moments.
1 Dedicated accountant The same person handles your account every month.
Who we are

Who we are, in six answers.

What's worth knowing about Tallymark in our first conversation.

What we do

Monthly bookkeeping, payroll, taxes and business formation.

Where we're strongest

Businesses that are growing: the moment payroll and the deadlines show up.

Who we work for

Freelancers and small businesses, companies with employees and online businesses.

The problem we solve

Keeping owners compliant without the stress, and helping them understand whether the business is really making money.

How we do it

A review at the start, a deadline calendar flagged in advance and a monthly report in plain English.

What sets us apart

That month's questions are included in the fee. Asking doesn't cost extra.

Next step

Let's talk about your business.

Tell us where things stand, and we'll tell you what needs to happen and what it would cost.