About Tally

A finance team founders actually like talking to

Accountants, tax specialists and former startup CFOs, working from Brooklyn and remotely across the US since 2017.

Our story

Started by two operators tired of late books

Hannah ran finance at two venture-backed companies and spent most board meetings apologising for numbers that arrived a month late. Daniel was the outside CFO who kept getting called in to fix them.

In 2017 they started Tally with a simple promise: the books close on a calendar, the report is written for humans and the same people stay on your account. Nine years later that promise is still the whole business model.

See how we work →
The Tally team talking through a client report in the Brooklyn office

Founded

Brooklyn, 2017

What we believe

Four habits we hire for

Numbers on time

A late report is a wrong report. The close calendar is the one thing we never move.

Plain language

If a founder needs a glossary to read our report, we wrote it badly.

No handoffs

The team that onboards you is the team that closes your books two years later.

Say it early

Bad news about cash, tax or a covenant reaches you the day we see it, not at quarter end.

2017

Founded in Brooklyn

38

People on the team

12

CPAs and enrolled agents

140+

Startups we close every month

Leadership

The people who will know your numbers

Every client works with at least one of these six, every month.

Team member portrait

Role

Name

Bio

Team member portrait

Role

Name

Bio

Team member portrait

Role

Name

Bio

Team member portrait

Role

Name

Bio

Team member portrait

Role

Name

Bio

Team member portrait

Role

Name

Bio

How we work

Small pods, long relationships

Each client is served by a pod of three: a senior accountant, a reviewer and a partner. Pods are capped at twelve clients so nobody is ever too busy to pick up the phone.

  • Office in Brooklyn, team across six US time zones

  • Every pod meets its clients at least once a month

  • Paid training on new tax rules every quarter

Talk to a partner →
A Tally pod planning the month-end close on a whiteboard

Clients per pod

Twelve, at most

Meet your pod

The first call is with a partner, not a sales rep.