Helping you fill the GAP.
While working with many talented individuals over the years, I realized for many small businesses there is a gap in financial and accounting knowledge. Most small businesses can’t support an accounting or finance department and often the owners are too busy running the business to keep up with the finance and accounting.
In addition, it is important for business owners to know how to make strategic decisions using their financial data. I created Totali to stand in the gap! I also designed Totali to be diverse and offer services to businesses of all sizes. Totali can even service individuals.
How can Totali help you?
Totali’s services are designed to allow the business owner to focus on operating their business with peace of mind while I focus on maintaining and monitoring the business’ financial activity customized to help their business grow.
Choose the right plan for you
Baseline Bookkeeping
Timing: 4–6 weeks | One-time Fee | Starting at $1,000
This is an essential part of the process, whether you’re looking for a baseline of your company’s financial health, or you’re interested in ongoing support.
After a month’s worth of data has been processed, we will be able to assess the further involvement/hours needed to complete your account setup and cleanup.
*Note: The level of client involvement is very helpful here!
*Backdated bookkeeping will be charged at an additional hourly rate.
What can you expect?
You can expect your financials to be up-to-date and ready for your ongoing maintenance. Or, you can select a package with Totali to help you maintain on an ongoing basis.
This is the right fit if:
You are ready to invest the resources needed to get your financial and accounting information organized where it can be maintained on a regular basis, so you can make informed business decisions.
Baseline Bookeeping
Package Includes:
1-hour discovery meeting
Data collection
Account set up or clean up, and analysis
Planning and reconciliation
Homework and recommendations (how much work do you want to maintain vs. hand-off)
2-hour training and wrap-up meeting
1 week of Voxer access after wrap-up
Provide an estimate to update any backdated bookkeeping
Basic Bookkeeping
Package Includes:
Email check-ins and reminders
Maintenance and reconciliation of balance sheet accounts
Income and expense categorization
Management reports: balance sheet, P&L statement
Basic Bookkeeping
Starting at $500/month
You have the resources, but you don’t have the time! Your business has grown to have this need, and you might be handling this internally, but you’re needing oversight on a monthly basis. You frequently find the need to ask questions regarding categorization, expenses, and reconciliation.
There is a level of collaboration at this level for the client to provide information that is needed to reconcile and organize accounts and correctly categorize information.
What can you expect?
Consistent and updated financials, so you can understand at a glance the health of your business.
This is the right fit if:
You are at a point where it is worth it for you to invest in outside financial services for your business.
Are you looking for more coaching/consulting help? Additional options are available.
Better than Basic Bookkeeping
Starting at $1,000/month
Designed for business owners who understand the importance of keeping their financial information up to date, and require a more customized approach to create better accounting, finance and business systems. It is ideal for those seeking additional reporting, and more individual attention in developing strategies to improve their business.
What can you expect?
Finances maintained on a monthly, ongoing basis. There is less client involvement and a level of consulting provided by Totali.
This is the right fit if:
You do not have the time but have the resources to outsource your financial needs to Totali to handle on an ongoing basis. Ideal if you’re wanting to get organized, manage your finances, and look ahead for future growth.
Better than Basic
Package Includes:
Maintenance and reconciliation of balance sheet account
Income and expense categorization
Standard Totali insights
Management reports: balance sheet, P&L statement and statement of cash flow
Quarterly tax estimate calculation (only your business income)
Quarterly financial review and 1-hour strategy session
Monthly comparative reports
Annual budget preparation
Email communication with tax preparer as needed
Voxer access
Virtual CFO
Package Includes:
All the 'Better than Basic Bookkeeping' services +
2-hour strategy session
Customized operations analysis and reporting
Sales tax reporting *if required
Payroll management
Contractor management (will prepare and file 1099s for you)
Voxer access
Virtual CFO
Starting at $3,000/month
The name says it all. If you need a CFO, but can’t invest to have one in-house, this package is for you. The Virtual CFO allows Totali to step in as full-service support, allowing the business owner to focus on running the business with customized analytics and reporting.
What can you expect?
A full-service relationship customized to completely support all financial and operating aspects of your business. Totali provides a strategic level of support that allows you to focus on growing your business, while Totali handles everything financial related.
This is the right fit if:
You require a CFO without the additional expense and overhead of a full time employee.
À la carte
By the week Voxer access
Business / personal property tax reports
Federal and state income tax filings
Budget preparation
Sales tax reporting
Meetings / communication with tax preparer
Training + Coaching—half and full day options are available
Teamwork has carried me through life.
My desire is to create a team environment with my clients so I can give them the highest level of service possible. I am thankful for the education, knowledge, skills, and experiences God has blessed me with that equips me to serve my clients well. I can empathize with the stress that surrounds finance and accounting, and my goal is to eliminate that worry so my clients can focus on their strengths.
Kind words from our clients:
“I am so thankful that I found Totali! Tiffany has helped me organize my business & prepare us for the next steps in growth. She is such a joy to work with and has such a vast knowledge of accounting & a true heart of a teacher as she helped navigate us through taxes, bookkeeping, planning & projecting. So thankful for her and the positive impact she has had on our business.”
- Melinda Decker, Stash Bham
