Business Details
Profit-First Accounting Services for Entrepreneurs
At Financial Tally, we specialize in transforming cash flow chaos into clarity and control for service-based business owners. As a Certified Profit First Professional Firm, we implement a proven system that prioritizes profit, creates sustainable financial systems, and provides unparalleled clarity around business finances. Our virtual accounting services eliminate the need for in-house teams while ensuring real-time access to accurate financial data. We guide clients through profit assessments, bank account setup, and personalized profit planning tailored to their unique goals. With over 15 years of experience serving small businesses, our team combines technical expertise with practical strategies to help clients pay themselves fairly, prepare for tax liabilities, and build emergency funds.We differentiate ourselves by not just managing books but actively driving profitability through the Profit First methodology. Our proactive tax planning ensures clients always have funds set aside for liabilities while minimizing tax burdens through legal deferral strategies. Featured in multiple industry podcasts, we bring decades of combined experience in financial, retirement, and tax planning to every client relationship. Our commitment to transparency and client education empowers business owners to make informed decisions that align with their lifestyle goals. Backed by glowing testimonials from psychologists, CEOs, and CFOs, we deliver measurable results through our unique blend of accounting expertise and profit-focused consulting.
Services
Profit First Consulting
Virtual Accounting Services
Tax Planning Services
Highlights and features
- We offer Profit First methodology implementation certified by Mike Michalowicz's team
- Our virtual accounting services provide real-time financial insights nationwide
- Proactive tax planning ensures preparedness for liabilities while minimizing tax burdens
- Personalized profit plans developed through comprehensive business assessments
- Certified professionals with 15+ years of small business accounting experience
Associations and certifications
- Profit First Professionals
What people say
Huge help with business assessment
Transformed the accounting process
Proactive tax planning expertise
Clear financial guidance
Sustainable profit systems
Services
Profit First Consulting
Implement Mike Michalowicz's Profit First system to transform business cash flow. We help service-based entrepreneurs prioritize profit, create sustainable financial systems, and gain clarity through personalized profit assessments. Our certified professionals guide clients through bank account setup and ongoing profit planning tailored to business goals.
Virtual Accounting Services
Provide real-time virtual accounting support for businesses nationwide. Our services include financial record maintenance, real-time reporting, and secure digital collaboration tools. Eliminate need for in-house teams while maintaining accurate, up-to-date financial information for informed decision-making.
Tax Planning Services
Develop customized tax planning strategies that ensure preparedness while minimizing liabilities. We implement Profit First-based tax allocation systems, identify legal deductions, and provide ongoing tax compliance guidance. Our proactive approach prevents tax season surprises through continuous planning and strategy adjustments.
People
Lori Mercaldi
Profit & Tax Planning Strategist
Certified Profit First Professional with decades of financial planning experience. Specializes in integrating Profit First methodology with tax strategies to improve business cash flow. Featured podcast guest and recipient of client praise for transforming business financial systems.
Questions
What is Profit First accounting?
Profit First is a cash flow management system that prioritizes profit by allocating funds before expenses, creating financial clarity and sustainable business growth.
Do you work with out-of-state businesses?
Yes, our virtual accounting services work with clients nationwide through secure digital platforms and scheduled virtual meetings.
How does your tax planning differ from traditional accounting?
We proactively allocate tax funds with each income receipt and implement legal deferral strategies rather than just preparing annual tax filings.
What types of businesses do you serve?
We specialize in service-based businesses seeking improved cash flow, including consultants, therapists, and small business owners.
Can you help with existing accounting systems?
Yes, we integrate Profit First methodology with existing systems or implement new financial frameworks tailored to your business needs.