Welcome to Tally!
Here at Tally, we specialize in helping mid-sized non-profits and service-based businesses keep their finances in order - because we know there’s nothing more priceless than peace of mind.
If you’re not quite ready to make the jump to a full-time, in-house staff member, but could use a hand keeping your books in order, we can help you bridge that gap.
Our goal is simple: to take the stress out of bookkeeping, so you can focus on running your organization with confidence - with the hope that one day, we’ll get to see you grow beyond our services.
About Us
Canadian-owned and operated, we’re a small team of bookkeepers who are passionate about helping businesses and non-profits thrive.
Based out of the Ottawa Valley, but operating remotely with clients across Canada and beyond, we bring a small town welcome, no matter where you’re from.
While we’re serious about getting accurate numbers, we’re definitely not above the occasional spreadsheet pun or a mid-afternoon victory dance when the books finally balance.
All together, we have decades of experience handling the day-to-day accounting, sales, and operations of various organizations - the majority of which was spent as managers, directors, and owners ourselves. From wholesale to healthcare, you can trust us to know what makes a business tick - and what makes a business leader want to tear their hair out.
Thankfully, managing your finances doesn’t have to be a source of stress.
Here at Tally, we like to make bookkeeping as approachable and painless as possible. We know you’d rather be doing… just about anything else, so we keep our transaction questions to a minimum and strive to deliver reports you can actually read without a pot of coffee.
Let us handle the numbers and we’ll leave the rest to you.
Our Services
At Tally, we specialize in bookkeeping services for mid-sized businesses and non-profit organizations.
Whether it’s keeping your records organized, reconciling accounts, or preparing clear reports, we make sure your books stay accurate and up-to-date - without the cost of a full-time hire.
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Set-Up
Just started a new business? Congratulations!
From banking to accounting, we can help guide you through your next steps and get you started with a strong financial team.
If you’re not quite sure where to begin, let us build your books for you and we’ll set you up with everything you’ll need to keep your finances running smoothly.
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Catch-Up + Clean-Up
Time got away from you?
Need clean financials, but that bookkeeper from Craigslist left you with a bit of a mess?
If your last reconciliation was in March 2022 and looking at that box of receipts is stressing you out, we can help with getting you back on track.
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Monthly Bookkeeping
Tired of spending your weekends sorting out debits and credits instead of being out on the lake with friends and family?
Let someone else pinch the pennies, so you can spend more time on what matters most to you.
We’ll have everything recorded and reconciled before you can even fire up the barbeque.
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Budgeting
Just like New Year’s resolutions, your spending might not always stay perfectly on track. That doesn’t mean we can’t still start your year off right… or get you back on track after a cheat day.
With a personalized budget, we’ll make sure you have a roadmap for the year that actually feels achievable.
You can leave the tracking to us, too - that way, when things start going over budget and it’s only September, we can help you find the culprit.
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Statements + Reports
Whether you’re a numbers whiz or you gave up on math back in 8th Grade, we’ll make it easy to understand your reports at a glance.
For when you’re on the run and just want the need-to-know details, you can count on us to give you a short summary with all of the highlights.
Of course, we’ll also send your most recent statements, hot off the press, for whenever you feel like doing a deep dive.
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Accounts Receivable
Sick of hounding customers for the money you’re owed? Payment was due 3 months ago, but here you are again, following up with the same client for the sixth time.
Let us play the “Bad Cop” for you, so you can be sure your next invoice is paid right on time.
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Accounts Payable
Trying to eek your way through the slow season, but your vendor just cashed a $26,000 cheque that you didn’t realize was still out there?
Just found the cheque Rob swore he sent three weeks ago… under the office coffee pot?
Paying your bills doesn’t have to be stressful. If you’re tired of being caught on the back foot, we’ll keep track of the payments - all you’ll have to do is sign for them.
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Grant Tracking
You’ve secured a grant for your non-profit organization. That’s fantastic!
If tracking every penny is part of the requirements to maintain funding, we can help you stay compliant.
Our team has extensive experience with government grant tracking and documentation, so we’ll make sure that funding keeps flowing.
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Audit + Tax Prep
Not sure what to send to your accountant? Leave it to us.
If we’ve had a hand in your books, we’ll take care of gathering any necessary documents and can field most of their questions for you.
We’ll reach out if we need your help to fill in the blanks on anything.
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Financial Consulting
Feeling like you’re bleeding money, but you’re not sure where from?
Want to incentivize employees and customers to help you break records, without having it break the bank?
Hitting burnout trying to keep up, but don’t know if you’re ready to hire help?
If you feel like you’ve hit a wall in your growth, let us give your business some financial TLC and get your dollars going to where they'll count the most.
Pricing
As bookkeepers, we know how important it is for a business to know what expenses to expect each month.
With Tally, we always complete work in pre-approved increments, so you’ll never find yourself with a surprise bill.
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Onboarding
Set-Up
Clean-Up + Catch-Up
Budget Creation
Financial Consulting
Out Of Scope Work
We hate to overestimate while we’re still getting to know your books.
For onboarding and other one-off services we offer hourly pricing, so that you only pay for the time it takes.
The more organized you can be, the lower we can get your costs.
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Monthly Bookkeeping
Payroll
Accounts Payable
Accounts Receivable
Budget Tracking
Grant Tracking
When you’re ready to transition to monthly services, we’ll switch you over to flat-rate billing, which means you can expect the same cost every month, no matter how many transactions come through.
Taking the time to get to know your books first allows us offer lower pricing that has been tailored specifically to your business needs.
Contact Us
Have a pressing question for us? Reach out by phone or by email and we’ll be happy to answer it for you.
If you’re interested in working together, use the button below to book a free consultation to see if we’d be a good fit.