Fixed Fee or Hourly: Pricing Professional Work Without Losing Money
Fixed fees transfer risk from the client to you. That is fine if you price for it and track it, and ruinous if you do neither.
Outsourced accounting & fractional CFO in Houston, TX
Finally, numbers
you can actually trust.
We take the entire financial mess off your plate — bookkeeping, payroll, CFO strategy, all of it — so you can get back to building what matters.
5-day month-end close
Zero tax surprises
Board-ready reports
Houston-based, clients worldwide
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Trusted by ambitious companies.
From pre-seed startups to $50M enterprises — we've built the financial backbone for companies across every stage.
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The Transformation
What changes when you stop guessing.
See the exact gap between a messy back-office and a company that knows where every single dollar goes.
Without Us
Month-End Close
30+ daysReporting
Broken spreadsheetsTax Prep
Reactive & panickedAudit Risk
High — unknown gapsCash Visibility
Checking bank appWith TallyWise
Month-End Close
5 business daysReporting
Real-time dashboardTax Prep
Proactive & year-roundAudit Risk
Zero — always readyCash Visibility
18-month forecastFrom the client himself
Ken Joslin
"If you want to scale your business, you need to know your numbers. TallyWise gives you that clarity. They are the financial partner every growing business needs."
CEO
Grow Stack Drive
What We Do
Complete financial management for growing businesses.
We go beyond data entry. TallyWise builds the financial backbone your company needs to grow without the guesswork, the stress, or the compliance headaches.
Fractional CFO
Stop flying blind. We plug in as your part-time CFO — building financial models, preparing board decks, and mapping out where every dollar should go next.
Financial ModelingBoard ReportingFundraising Prep
Impeccable Bookkeeping
Perfectly categorized, reconciled to the penny, closed in 5 days. Every single month.
Learn more
Tax Strategy
Year-round planning so April never catches you off guard.
Learn more
Payroll Solutions
Your team gets paid right, on time, every time. Multi-state compliant.
Learn more
How It Works
Here's exactly how we fix your books.
Most firms take months. Our proven 4-step system transforms your messy back-office into a growth engine within 30 days.
1
Week 1
Deep-Dive Audit
We don't just take over — we investigate. We comb through your historical books, find every leak, and restructure your chart of accounts from scratch.
2
Week 2
Systems Setup
We plug into your existing stack — QuickBooks, Gusto, Stripe, your bank — and wire it all into one clean, automated ecosystem. No ripping and replacing.
3
Week 3
Financial Architecture
Your dedicated CFO builds custom financial models, cash-flow forecasts, and KPI dashboards designed for your specific industry and growth stage.
4
Ongoing
Growth Mode
With clean books and real-time data, we hold monthly strategy calls to advise on hiring, pricing, and scaling — turning your finances into a competitive weapon.
Live Dashboard
Your money, in real-time.
No more waiting 30 days for stale reports. We build executive dashboards that show you exactly where you stand — revenue, burn, margin — updated daily.
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Before: Messy Spreadsheets
After: Crystal Clear Metrics
Case Studies
Don't take our word for it. See the numbers.
Here's what happens when your finances finally work for you.
Industry Expertise
We speak your industry's language.
Cookie-cutter accounting is a waste of money. We bring deep, specialized knowledge to your specific business model.
SaaS & Tech
Revenue recognition (ASC 606), MRR/ARR tracking, and the financial models investors actually want to see.
Agencies
Project profitability, utilization tracking, and cash flow models that keep you from chasing invoices.
Ecommerce
Inventory management, multi-channel sales tax compliance, and COGS optimization across marketplaces.
Healthcare
HIPAA-compliant record keeping, insurance reconciliation, and cost controls that actually stick.
Construction
Job costing, WIP schedules, retainage tracking, and contractor 1099 compliance.
Houston, Texas
Based in Houston. Working everywhere.
TallyWise is a Houston-based finance team serving businesses across the metro, from the Energy Corridor and the Texas Medical Center to Katy, Sugar Land and The Woodlands. We work remotely, so clients across the United States and around the world get the same senior team and the same day-five close.
Our services in Houston
Serving Greater Houston
Bookkeeping, payroll, tax planning and fractional CFO services for businesses in Houston and the cities around it.
- Houston
- Bellaire
- Conroe
- Cypress
- Humble
- Katy
- League City
- Meadows Place
- Missouri City
- Pasadena
- Pearland
- Richmond
- Spring
- Stafford
- Sugar Land
- The Woodlands
Outside Texas? We support payroll in all 50 states and work with clients nationwide, as well as international companies that need US GAAP-compliant books.
Our Team
Experienced senior experts.
When you hire TallyWise, you get a dedicated team of seasoned CFOs, CPAs, and Senior Controllers who've scaled companies like yours before. No interns, no outsourced call centers — just senior people who actually care.
15+ years average experience
Our team has seen every financial scenario there is.
Certified professionals only
Active CPAs, CMAs, and battle-tested financial architects.
Dedicated to your account
Same team, every month. No rotating doors.
Top 1%
Financial Experts
$4.2B+
Revenue Managed
Tech Stack
We plug into your tools.
No proprietary software lock-in. We build our engine on top of the platforms you already use and love — and connect them into one seamless system.
+ 50 more integrations
QuickBooks Online
General Ledger & Accounting
Gusto
Payroll & Benefits Admin
Stripe
Payment Processing & Subscriptions
Rippling
HRIS & Workforce Management
Bill.com
AP/AR Automation
Expensify
Expense Management
What Clients Say
Don't just take our word for it.
We've helped hundreds of companies get their finances right. Here's what the founders actually say.
"Honestly, I was shocked when they found forty grand in software subscriptions we weren't even using. Getting their dashboard set up completely changed how I start my day. Best decision we've made this year."
SJ
Sarah Jenkins
CEO, TechFlow Inc.
"Our books were a complete mess right before due diligence, and I was panicking. The team stepped in, got everything reconciled in under two weeks, and we sailed right through our Series A. Absolutely incredible."
MC
Marcus Chen
Founder, Apex Commerce
"We've burned through a few accounting firms that just didn't get our business model. TallyWise actually understands SaaS metrics. They're not just doing our taxes—they're helping us figure out our growth strategy."
DR
David Ross
COO, Nexus Healthcare
ROI Analysis
The math makes a lot of sense.
Hiring in-house is expensive, risky, and slow. See why the smartest founders outsource instead.
Estimated Monthly Cost
$2,500—$5,000
Flat monthly fee, no surprises
Dedicated CFO, CPA, and Bookkeeper
Zero payroll taxes & benefits overhead
Always up-to-date on compliance & tax law
Scales up or down with your growth
No vacation, sick days, or turnover risk
Free in 60 Seconds
How healthy are your finances, really?
Answer 3 quick questions. We'll show you where you stand and where you're leaving money on the table.
What's your company's annual revenue?
Blog
Latest news & insights
CAC Payback: The Metric That Governs How Fast You Can Grow
Lifetime value ratios get the attention, but payback period is what determines whether growth consumes or generates cash.
Internal Controls When You Only Have Three People
Textbook segregation of duties assumes a finance team. Small businesses need compensating controls instead, and they are achievable.
FAQ
Questions? We've got straight answers.
No fluff, no jargon. Here's what founders actually want to know before they work with us.
How much does this actually cost?
Will I lose control over my finances?
How fast is onboarding?
Do you replace our existing CPA?
What industries do you work with?
Can we cancel anytime?
Where is TallyWise based?
Do you work with businesses outside Texas?
Limited Availability
Ready to scale with confidence?
Join hundreds of founders who turned their messy back-office into a competitive advantage. The first call is completely free.
No credit card. No pressure. Just a real conversation about your numbers.
What You Get On Day 1
Your books reconciled and ready
A dedicated account manager
Real-time financial dashboard access
A 12-month cash flow forecast
Zero surprise fees — ever