Fractional CFO +
Advisory Services
Bookkeeping is where most client relationships with Tally Services start. For a lot of businesses and nonprofits, it's not where they stay. As your organization grows — or as decisions get bigger and higher-stakes — you may need more than clean books. That's what our fractional CFO and advisory services are for: senior-level financial strategy and guidance, without the cost of a full-time executive hire.
What this looks like in practice
Cash flow forecasting and scenario planning, so you can see three, six, or twelve months ahead and stress-test a decision — a hire, a lease, a big purchase — before you make it.
Budgeting and pro formas, built around your actual goals rather than a generic template, with regular check-ins against actuals so the budget stays a working tool, not a document you file away.
Margin and pricing analysis, to see where your profitability is really coming from and where it's quietly being given away.
Board-, lender-, and grant-ready reporting, organized and explained in plain language for the people who need to understand it — a board, a bank, a funder.
Business practice consultation, from accounting systems and internal controls to the financial side of bigger decisions like adding a program, a product line, or a new location.
Built with nonprofits in mind, too
A meaningful part of our advisory work is with nonprofit clients managing complex, multi-million-dollar grant funding — budget reconciliation, funder reporting, and translating grant terms and budgets into language a board can act on. If your organization is navigating grant compliance alongside day-to-day operations, this is work we do regularly, not as a one-off.
You don't need a full-time CFO to get this
Fractional support means senior-level financial strategy scaled to what your organization actually needs right now — whether that's a few hours a month or a more involved ongoing role. If you've worked with us for bookkeeping and are wondering what comes next, this is usually it. Reach out and we can talk through what CFO-level support could look like for you.