Business Consulting Services
At Tally & Sage, our consulting services go beyond balancing books. We help small business owners understand the story their numbers are telling. Every business has patterns, pressure points, and opportunities hidden within its financials, and our goal is to uncover them with clarity and care.
We start with a comprehensive analysis of your bookkeeping and financial records to identify where your systems are strong and where inefficiencies or risks may exist. From there, we interpret your data in plain language, helping you see what’s really driving your profitability, cash flow, and overall business health.
Once we understand the full picture, we work with you to develop a practical, customized strategy for improvement. That might mean streamlining your expense structure, improving cash management, setting up better tracking systems in QuickBooks, or creating actionable short- and long-term growth plans. Our approach combines financial insight with strategic guidance, so every recommendation is not just accurate, it’s achievable.
Whether you’re a new entrepreneur trying to build a solid foundation or an established business owner ready to grow, Tally & Sage helps you make confident, informed decisions. Our consulting process is designed to give you clarity, direction, and peace of mind turning financial data into meaningful strategy and long-term success.
Personal Financial Consulting Services
At Tally & Sage, we believe that financial wellness starts with understanding. Our consulting services for individuals are designed to help you gain clear insight into your finances, where your money is going, what’s working, and where small changes could make a meaningful difference.
We begin by reviewing your financial picture holistically including income, expenses, savings, debt, and goals to identify patterns and opportunities. Through this analysis, we help you see your numbers not as stress points, but as tools for creating the life you want. Whether you’re struggling to get organized, working toward debt reduction, or trying to make the most of your income, we’ll walk through your financial story with clarity and compassion.
From there, we work together to create a personalized strategy. This may include designing a realistic budget that supports your lifestyle, establishing a debt payoff or savings plan, setting up systems for easier money management, or aligning your finances with your personal values. Our approach blends practical accounting insight with mindful financial coaching — helping you feel more confident, capable, and at peace with your money.
Tally & Sage isn’t just about numbers, it’s about helping you build stability and confidence one decision at a time. Whether you’re seeking to take control of your day-to-day finances or create a long-term vision for the future, we’re here to provide clarity, structure, and steady support every step of the way.
Our session will be
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Personalized
Every session is tailored to your unique goals, challenges, and financial story. We focus on what matters most to you, creating a plan that feels realistic, meaningful, and sustainable.
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Targeted
Our work together is intentional and focused. We identify your most pressing financial concerns and turn them into opportunities for clarity, growth, and confidence.
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Integrative
Your finances don’t exist in isolation, and neither should your plan. Our integrative sessions connect mindset, strategy, and systems helping you align your money with your values and create sustainable success.
How you’ll feel
After working with Tally & Sage, you’ll feel clear, confident, and in control of your finances. The numbers will finally make sense, your systems will feel manageable, and money will feel less like a source of stress and more like a tool for growth.
BOOK YOUR FREE CONSULTATION.
Take the first step toward clarity and confidence. Your free consultation is a relaxed, no-pressure conversation where we’ll talk through your goals, challenges, and what you’d like to feel more at ease about financially. You’ll gain insight into your current situation, learn how our personalized approach can support your business or personal finances, and leave with a clearer sense of direction and a little more peace of mind.
