Three Services, One Focus
What Tallmark
offers small businesses
Three services, each covering a distinct need — monthly bookkeeping, financial setup for new businesses, and quarterly performance reviews. Transparent pricing on all of them.
Back to HomeHow We've Structured This
Services designed around where you are
Not every small business needs the same thing from their accounting. A business in its first year has different priorities than one that's been running for five. We've built our services around those distinctions — each one addresses a specific stage or situation rather than trying to be everything to everyone.
Service One
Full-Service Small Business Bookkeeping
$800 / month
Complete monthly bookkeeping for businesses with fewer than 50 employees. We categorize transactions, reconcile accounts, manage payables and receivables, and produce monthly financial summaries. Our approach adapts to your industry and transaction volume rather than applying a single model across all clients.
What's included
- ✓ Transaction categorization and reconciliation every month
- ✓ Accounts payable and receivable management
- ✓ Monthly financial summaries in plain language
- ✓ Monthly review call to discuss your financial position
- ✓ Approach adapted to your industry and transaction volume
Service Two
New Business Financial Setup
$1,200 one-time
The financial infrastructure a new business needs to start on solid ground. We handle entity registration with relevant authorities where applicable, set up your accounting software, design a chart of accounts appropriate to your industry, and walk you through the basics of financial record-keeping — so you're not learning as you go when the mistakes are costly.
What's included
- ✓ Entity registration support where applicable
- ✓ Accounting software setup and configuration
- ✓ Chart of accounts designed for your industry
- ✓ Walkthrough of financial record-keeping basics
- ✓ Starter documentation: invoice templates, expense tracking, basic reporting
Service Three
Quarterly Business Health Review
$600 / quarter
A concise quarterly review of your business finances: profitability, cash position, debt levels, and key operational metrics. We prepare a brief report comparing current performance to prior periods and flag any areas that may warrant attention — along with a thirty-minute consultation to discuss findings and plan for the quarter ahead. Designed for business owners who want financial visibility without a full ongoing engagement.
What's included
- ✓ Review of profitability, cash position, and debt levels
- ✓ Key operational metrics reviewed and summarized
- ✓ Performance comparison to prior periods
- ✓ Areas flagged that may need attention
- ✓ Thirty-minute consultation to discuss findings
At a Glance
All three services, side by side
A quick comparison to help you see which service fits where you are right now.
|
Monthly Full Bookkeeping |
One-Time Business Setup |
Quarterly Health Review |
|
|---|---|---|---|
| Price | $800 / month | $1,200 once | $600 / quarter |
| Best for | Businesses needing ongoing management | New businesses starting out | Owners wanting periodic visibility |
| Reconciliation | Monthly | Setup only | Quarterly snapshot |
| Review call | Monthly, included | Walkthrough included | 30 min, quarterly |
| Financial report | Monthly summary | Documentation package | Quarterly report |
Finding the Right Fit
Which service fits your situation
If your business is already running and you want your books handled
Full-Service Bookkeeping is likely the right fit. Your transactions get categorized, accounts get reconciled, and you get a monthly picture of your financial health — along with a call to discuss what you're seeing.
Full-Service Bookkeeping →If you're starting a business and want to set things up properly from the beginning
New Business Financial Setup covers what you need to start with the right infrastructure — accounting software, a sensible chart of accounts, and the documentation templates you'll actually use. Getting this right early saves significant effort later.
New Business Financial Setup →If you manage your own books but want a regular outside perspective
The Quarterly Business Health Review gives you an independent look at your financial position four times a year — with a report and a thirty-minute consultation. It's designed for owners who are on top of their day-to-day but want a structured check-in to catch things they might miss.
Quarterly Business Health Review →Across All Services
What stays the same regardless of which service you choose
Transparent pricing
Every service has a fixed price. No hourly billing that runs longer than expected, no surprises when the invoice arrives.
Small business focus
We work exclusively with businesses under 50 employees. Every decision we make is shaped by that specific context.
Plain communication
Reports come with summaries you can actually read. Questions are welcome. Accounting language gets translated, not assumed.
Common Questions
Things people usually ask
Can I combine services — for example, setup followed by ongoing bookkeeping?
What accounting software do you work with?
Does the bookkeeping service include tax filing?
How long does the business setup service take?
I'm already using a bookkeeper. Is switching straightforward?
Not sure which service fits?
Send us a message and we'll have a short conversation about where your business is right now. We'll tell you honestly which service makes sense — or whether something else might serve you better.
Get in Touch