Frequently Asked Questions

Tallity offers subscription-based bookkeeping services for small businesses across the United States. We handle your monthly transactions, financial reports, and catch-up bookkeeping, ensuring compliance and giving you clear financial insights.

Traditional firms often focus on tax and audit services. Tallity specializes in day-to-day bookkeeping with a dedicated bookkeeper assigned to you, providing timely reports and ongoing support.

We charge a fixed monthly fee based on the size and complexity of your business. No hidden costs—just transparent pricing that grows with your needs.

No. You don’t need to install or purchase any additional software. Tallity provides all the necessary tools and support, so you never have to worry about software issues. All reports and updates are delivered through our platform—secure, hassle-free, and efficient.

Yes. We use encrypted connections and industry-standard security practices to keep your financial data safe and confidential.

Tallity provides catch-up bookkeeping services. You can add overdue months to your subscription for a flat monthly rate per catch-up period.

A dedicated bookkeeper will be assigned to your account. They are trained professionals who understand U.S. bookkeeping standards and are supported by Tallity’s internal review process to ensure accuracy.

We focus on bookkeeping. However, we prepare your books in a tax-ready format that makes filing with your CPA or tax preparer simple and stress-free.

Alternatively, you can choose our “Bookkeeping & Tax” plan, which includes professional tax consulting and year-end tax filing services.

Start by contacting our financial advisor for a free consultation. After that, you can subscribe to the plan that best fits your needs. Our team will then set up your bookkeeping system and grant you secure access to your financial data. Each month, you can conveniently download your financial reports on time from your member dashboard.