Spend less time on the books. More on growth.
We handle your books, tax, payroll and reporting — accurate, on time, and always ready for audit. That means more hours back for your business. Built for Australian founders and growing businesses, with support across New Zealand, the UK, the US and Canada.
- View-only access — we can never move your money
- Fixed monthly fee
- ACCA & CA qualified
Fully handled
Books, payroll & reporting — done for you, every month
- Monthly books reconciled & closed
- Pay runs prepared for your approval
- BAS & IAS prepared and lodged on time
- Board-ready reports delivered on time
What we do
One team for the whole finance function
Seven services under one engagement, delivered by one team that knows your file. Most clients begin with bookkeeping and add services as the business grows.
Bookkeeping and accounts
Every account reconciled to the bank, every month. Audit-ready records in Xero.
What's includedYear-round reports, BAS & IAS
BAS and IAS prepared and lodged on time, with management reports that run all year — not just at year end.
What's includedPayroll
Pay runs prepared for your approval, with payroll journals reconciled to the bank.
What's includedReporting and analysis
Profit and loss, balance sheet and cash flow, explained in plain language each month.
What's includedPayables and receivables
Supplier bills queued for approval, invoices sent on time, and disciplined follow-up on what you are owed.
What's includedVirtual CFO
Budgets, forecasts and investor-grade reporting when decisions need more than the monthly close.
What's includedFinancial year clean-ups
A full-year review and correction of the books, finished with a clean EOFY package and a standing monthly close.
What's includedWhy reporting matters
The questions your books should answer
If your current reports can't answer these inside five minutes, that is the gap we close.
“Can we afford to hire next quarter?”
Answered by a reliable payroll-to-revenue trend, maintained month after month.
“Why is profit up but cash down?”
Answered by a cash summary that sits beside every profit figure.
“Are we ready for due diligence?”
Answered by books that reconcile to the bank, every month.
“What's our runway if sales slow?”
Answered by forecasts built on a ledger the same team maintains.
Why The Tally Group
Finance expertise without the enterprise price tag
The calibre of financial talent large corporations take for granted, scoped and priced for a business of 20 to 100 people.
Fully credentialed team
Every accountant on your file holds a recognised professional qualification — ACCA or CA.
Time-zone aligned delivery
Your file is staffed to overlap your business hours, so questions are answered while your business is open.
Security in practice
Multi-factor authentication on every system, advisor-only Xero access, confidentiality agreements — no bank logins, ever.
Built on Xero
The team works in Xero every day, with a dedicated account manager as your single consistent contact.
The first-month review
What we find in new clients' books
These are the three problems we look for first in any set of books. Finding them early is the fastest route to numbers you can rely on.
Clearing accounts that never reach zero
Stripe or Shopify payouts sit unmatched for months, so revenue is overstated until they are cleared. We match every payout in the first week.
Payroll liabilities that don't reconcile
Superannuation or withholding accrued but never tied back to what was paid. We rebuild the schedule and tie every pay run to the bank.
Reports without a summary
A long statement export with no commentary leaves the reading to you. Every review we send opens with a summary that states what changed and what needs a decision, with the full detail behind it.
Recommended platform
We recommend Xero.
We've worked on every major accounting platform, and Xero is the one we recommend. It's simple, cloud-based accounting that shows you a real-time view of your numbers from anywhere — automating busywork, connecting straight to your bank, and making the monthly close faster. We set it up, move your data over, and run the bookkeeping in it day to day.
- Real-time cash flow visibility from any device
- Automated bank feeds & reconciliation
- A Xero-based team managing your books day to day
The deliverable
What lands in your inbox
A comprehensive monthly review of your accounts, opened by a summary that states what changed, the figure that matters, and the actions that need you. The summary page is shown here with example data.
- Every figure cites its source system and close date
- Prepared on view-only access — advisor access to Xero and read-only bank feeds; payments always remain yours to make
- Anything unusual is raised by us, with the fix underway
- Questions answered within one business day, your timezone
Monthly report — September 2026
Harbourline Joinery Pty Ltd (a fictional example) · RPT-2026-09
September closed ahead of August after the Marsden fit-out was invoiced. Two supplier bills need your approval before Friday's payment run.
| Line | September |
|---|---|
| Revenue | 212,400.00 |
| Cost of sales | (96,180.00) |
| Overheads | (97,800.00) |
| Net profit | 18,420.00 |
Actions for you
- Approve two supplier bills in XeroBy 15 Oct
- Forward the missing August expense receiptsBy 20 Oct
- Review the quote for Q2 equipment financeNo deadline
Resources
From the newsroom
In-depth guides on bookkeeping, reporting and compliance, written by the team that does the work.