Expert bookkeeping, payroll & financial reporting for ambitious businesses across the United States. Clean books. Confident decisions. Unstoppable growth.
From day-one bookkeeping setup to full CFO advisory - we handle every aspect of your financial back office so you can focus on building your business.
Monthly bank reconciliation, general ledger maintenance, A/P & A/R management, and QuickBooks Online administration - all done-for-you. We handle every transaction so your records stay accurate, up-to-date, and audit-ready.
Accurate, on-time payroll for any business size. Direct deposit, payroll tax filings (941, 940, W-2, 1099), and full compliance management. Never miss a deadline or face a penalty again - we take ownership of your entire payroll cycle.
Monthly P&L, Balance Sheet, Cash Flow statements and KPI dashboards delivered by the 15th - so you always know exactly where your business stands. Clear, decision-ready insights every month without the accounting jargon.
New company file setup, chart of accounts optimization, catch-up bookkeeping, historical data migration, and team training. Whether you're starting fresh or fixing months of messy books, we build a solid, scalable foundation.
Year-end close, adjusting entries, 1099 contractor reporting and a CPA-ready financial package every filing season. We coordinate directly with your tax preparer to ensure every deduction is captured and every deadline is met.
Monthly financial reviews, cash flow forecasting, budget modeling and growth strategy - CFO-level oversight without the full-time cost. Get strategic financial guidance tailored to your goals, delivered by a certified expert who knows your numbers.
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Tally Bookkeeping LLC was founded with one mission: give small and mid-sized business owners the same quality of financial management that large corporations enjoy - without the corporate price tag.
Led by Mariefel Evangelista Stewart - an Intuit-certified QuickBooks Advanced ProAdvisor (Level 2) and QuickBooks Payroll ProAdvisor - we've spent over a decade helping hundreds of entrepreneurs across the US build clean, accurate, and insightful financial records. Tally Bookkeeping LLC is a 100% woman-owned business, incorporated in New York in June 2025 and in good standing with the NY Department of State.
ProAdvisor certifications are awarded by Intuit after rigorous examination. Only top-performing bookkeepers achieve the Advanced Level 2 designation. Verify on QuickBooks →
Free discovery call to understand your business, books and goals. We handle the entire setup.
We connect to your accounts, clean up the books and build a solid foundation in QuickBooks.
Monthly financial package - P&L, Balance Sheet, Cash Flow - delivered by the 15th, every month.
Actionable insights and advisory support to help you scale with confidence and clarity.
Advanced ProAdvisor Level 2 and QuickBooks Payroll certified - the highest designations Intuit awards.
We serve 20+ industries and understand the unique bookkeeping needs of each one.
Fully remote, fully secure. Work with us from anywhere via bank-level encrypted cloud tools.
No hourly surprises. Flat-rate monthly plans that scale up or down as your business evolves.
Every report is organized to make your CPA's job easy and your tax bill as small as possible.
A real expert - not a chatbot - answers your questions. Always responsive, always reliable.
No hourly billing surprises. Choose the plan that fits your business size.
For freelancers and solo entrepreneurs getting started.
For growing businesses with employees and higher volume.
For established businesses needing CFO-level oversight.
All plans include a 30-day satisfaction guarantee. Not sure which plan? Let's talk.
Not at all. We're based in New York City but serve clients across all 50 states through our secure cloud-based platform. Distance is never a barrier.
We specialize in the full QuickBooks ecosystem - QBO, QuickBooks Payroll, and QuickBooks Desktop. We're also experienced with Xero and Wave.
Absolutely - catch-up and clean-up bookkeeping is one of our specialties. Whether you're one month or several years behind, we'll get your books current and accurate.
We use bank-level 256-bit encryption, multi-factor authentication on all platforms, and strict confidentiality protocols. Your data is never shared with third parties without your explicit consent.
Yes - we deliver everything in CPA-ready format and can coordinate directly with your tax preparer during filing season to ensure a seamless, accurate process.
We deliver your complete monthly financial package - P&L, Balance Sheet, and Cash Flow - within the first 15 business days of the following month. Consistent, every time.
Whether you need a complete bookkeeping overhaul or just have a few questions - your first consultation is free.
228 Park Ave S #523887
New York, NY 10003
Monday - Sunday
7:00 AM - 11:00 PM EST