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.
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 and real-time dashboards. We're your CFO — available when decisions need to be made.
Three engagement tiers designed around where your business is today and where you're heading. Every engagement starts with a free strategy call.
All engagements include a free 45-minute strategy call and initial financial diagnostic. 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.