You built a great business. Now it's time to build the financial infrastructure to protect it, scale it, and exit on your terms — without a $300,000 full-time CFO on payroll.
New Jersey and the tristate region offer extraordinary opportunity — but navigating the financial and regulatory landscape requires more than a bookkeeper. Most growing companies hit a ceiling without the right financial leadership.
Most growing businesses react to financial events rather than anticipating them. Without forward-looking budgets, forecasts, and scenario models, critical decisions get made on incomplete information — and opportunities get missed.
82% of small businesses experience significant cash flow challenges at some point — not because they're unprofitable, but because they lack forward visibility. Most owners are reviewing last month's numbers when they need a 90-day forward view.
Banks, private equity, and alternative lenders in the tristate region have capital ready to deploy. They fund businesses with clean, credible financial infrastructure — companies that can tell a compelling financial story with confidence.
Tally 360 embeds with your business as your strategic financial partner — attending leadership meetings, advising on major decisions, and building the financial systems that fuel growth.
We build your financial roadmap — annual budgets, rolling forecasts, scenario models, and KPI dashboards that give you real-time clarity on where you stand.
Whether you're raising debt, equity, or preparing for an exit, we make your financials investor-ready and guide the process from data room to close.
We build the back-office infrastructure that scales with you — accounting processes, internal controls, technology stack, and a finance team hiring roadmap.
When the time comes to sell, merge, or acquire, you'll want a CFO who has navigated the process before. We prepare your financials for maximum valuation.
Between CFOs? Need surge capacity for a fundraise or audit? We step in on a defined timeline — no recruitment lag, no long-term commitment required.
New Jersey is one of the most economically dynamic states in the country — home to a dense, diverse business community across fintech, media, technology, professional services, and logistics. Yet most NJ businesses are navigating complex financial decisions without a dedicated strategic financial partner.
From fintech and media companies in Jersey City to technology firms and professional services businesses across the tristate — NJ's economy is varied, fast-moving, and full of companies that need sophisticated financial guidance.
The growing tech hubs across the Hudson are producing funded startups that need financial infrastructure built right from day one.
We're embedded in the community — with the bankers, lawyers, and advisors your business already works with. That network becomes your competitive advantage.
We move fast. Most clients are fully onboarded and receiving financial insights within 30 days.
A free 45-minute strategy call to understand your business, your biggest financial challenges, and your growth goals. No obligation — just real conversation.
A deep-dive assessment of your financials, systems, and processes — identifying the highest-value opportunities we can address in the first 90 days.
We agree on scope and deliverables. Within two weeks we're embedded in your business — in your meetings, in your numbers, and on your team.
Monthly financial reviews, real-time dashboards, and weekly priority check-ins. We're your CFO — available when decisions need to be made.
Every engagement starts with a free financial diagnostic. Pricing is based on your company's revenue, complexity, and the scope of services needed.
All engagements include a free 45-minute strategy call and initial financial diagnostic. Month-to-month after the first 3 months — no long-term lock-in.
Tally 360 was built around a simple belief: every growing business deserves access to the same calibre of financial thinking that large, well-resourced organisations take for granted.
Our background spans global finance — from corporate finance to advisory roles across multiple industries and geographies. Underpinned by Chartered Accountancy and MBA-level training, and shaped by Big Four experience, we bring the rigour of international financial standards alongside the commercial sharpness that comes from operating in fast-moving, high-stakes environments. We've worked with early-stage companies building their first financial infrastructure and established businesses navigating complex transactions.
We bring that international perspective and technical depth to the tristate's growing middle market — delivering CFO-level strategic guidance that's accessible, practical, and built for your stage of growth.
No pitch, no pressure. A 45-minute conversation to understand your business and identify the financial opportunities you may be missing.