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Why Financial Tally?

Any accountant can do your taxes and reconcile your books. But how many accountants will also drive profitability in your business? That’s what we do. We are a Profit First certified firm.

We are available year-round, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, we are here to help.

Profit First Consulting

Financial Tally utilizes the Profit First method of cash management. Our team is trained and certified by the Profit First Professionals organization to guide business owners and entrepreneurs in maximizing their profits.

Virtual Accounting

Whether your business is in our town or across the country, using the technology available today allows us to communicate with you as needed, so you can focus on your business - not the accounting.

Tax Preparation and Planning

We have a proactive approach to our clients tax situations, that's why we offer both tax preparation and tax planning services.


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Our first priority is helping you take care of yourself and your family. We do this by helping you identify your financial dreams and goals.

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What can we do for you?


Services we provide


Who we are and what we do

Financial Calculators

Tax & financial calculators


Important dates and deadlines

"Most business owners don't take their profit or pay themselves first. We offer a cash flow management system that resolves that problem, and allows them to work toward the financial freedom they want"

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Contact Financial Tally

596 Dubois RD • Champlain, NY  12919


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