The price is the whole price
No software subscription on top. Cancel QuickBooks and keep the savings.
Four times a year, send your statements. That's your whole job.
No QuickBooks. No Xero, Wave or FreshBooks either. Nothing to learn, nothing to log into, no subscription. Every quarter we turn your bank and card statements into a clean P&L and balance sheet, checked by our tax team and ready for your estimated taxes.
Business checking, Q3
SAMPLEStripe depositRevenue+12,450.00
Gusto payrollPayroll-2,410.00
Home DepotSupplies-312.18
Transfer to savingsTransfer-2,000.00
4 of 312 lines shown
Profit & loss, Q3
CHECKEDRevenue38,900.00
Payroll(14,460.00)
Supplies(1,240.00)
Vehicle(860.00)
Net income22,340.00
Stop paying hundreds a month for QuickBooks and a bookkeeper.
Most small businesses pay for software and a person to run it. We cut out the software and keep the second set of eyes.
The usual setup
- QuickBooks subscription ~$85/mo
- Freelance bookkeeper $280 to $350/mo
- A second look at the numbers: extra at tax time
- Typical total:$365 to $435/mo
Tally Quarter
- Software $0
- Bookkeeping included
- A second look at the numbers: included
- All in,from $100/mo, billed $300 a quarter
$100/mo reflects the Lite plan at $300 a quarter. Plans run from $300 to $1,200 a quarter depending on transaction volume.
QuickBooks Essentials list price as of October 2026, excluding introductory discounts. Bookkeeper cost assumes 8 to 10 hours a month at $35 an hour. Both vary by provider and by how much work your books need.
How it works
Three steps. You only do the first one.
01
Upload your statements
Once a quarter, send your bank and card statements through a secure upload link. CSV downloads or PDFs, either works.
02
We sort every transaction
Everything gets categorized and reconciled. If a charge is unclear, you get a short list of questions instead of a login.
03
We check it, then you get your books
Your P&L, balance sheet and general ledger arrive as PDF and Excel files, timed ahead of quarterly estimated taxes.
Bookkeeping built by tax people, not software salespeople.
Checked before it reaches you
Every quarter gets a second set of eyes from our tax team, so surprises do not wait until tax season.
Set up for your tax return
Categories, owner draws and documentation organized so your preparer can actually use them.
Files you own, forever
Your books live in PDF and Excel files you keep, not locked inside someone else's platform.
Who we serve
Built for owners whose books carry real tax weight.
Best fit: cash-basis businesses with a handful of bank and card accounts and payroll through a provider. Own several LLCs? Each one gets its own books at its own plan, minus $50 a quarter.
Rental property owners
Short-term rental hosts
Investors with several LLCs
Real estate agents and teams
Consultants and coaches
Insurance agents
Private practices
Owner-run service businesses
Where we may not be the right fit: businesses with high transaction volume, multi-state sales tax filings, or lenders who require accrual or GAAP statements. Carrying inventory is not automatically a problem, but it means we need an inventory value from you at the start and end of each quarter. We will tell you honestly if we are not the right fit.
Pricing
One quarterly price, per business.
Your plan is set by transaction volume. We confirm it from your first set of statements, then review it once a year and move it up or down with your actual volume. Changes take effect at renewal, never retroactively.
Lite
$300 / qtr
Up to 75 transactions, 1 to 2 accounts
Solo operators, agents, single rental LLCs
Simple
$450 / qtr
Up to 250 transactions, up to 5 accounts
Small service businesses with a crew or two
Standard
$750 / qtr
Up to 600 transactions, up to 10 accounts
Busier operations, several cards, weekly payouts
Busy
$1,200 / qtr
Up to 1,200 transactions, up to 15 accounts
High volume, or several entities under one roof
See your plan
Takes about two minutes. No call required.
Behind on your books?
Priced per quarter you’re behind, from your plan level. You’ll see your exact catch-up price with your quote, before you pay anything. Rolls straight into quarterly service.
More complex?
Over 1,200 transactions a quarter, five or more entities, or personal and business mixed in one account? Bigger than our largest plan, or something unusual? Say so in the quote and we’ll come back to you.
Add-ons
More than one business. Each entity gets its own books, priced on its own size, with $50 off every additional one you own. A $750 operating company plus two $300 rental LLCs comes to $1,250 a quarter. Each entity is invoiced separately, so the cost lands on the books it belongs to. We can combine them into one invoice if you prefer.
Want books monthly instead of quarterly. Add 70%. On the Simple plan that is $765 a quarter instead of $450, or about $255 a month.
Getting started. A one-time $250 setup, plus $100 for each additional entity. This covers your opening balances, loan and asset records, and building the rules for how your transactions get categorized.
Your statements stay private.
Handing over financial records takes trust. Here is exactly how we handle them.
We never ask for bank logins
Statements only, sent through our secure upload and never by email. We have no access to your accounts and cannot move money.
Encrypted and independently audited
Uploads travel over TLS 1.3 and are stored with AES 256-bit encryption, on a platform certified to SOC 2 Type II and ISO 27001.
We only ever take three fields
Date, description and amount. Your account and routing numbers are never extracted.
Your data never trains AI models
We work under business agreements that prohibit it, on accounts we control.
Raw statements are deleted
Once your books are delivered we delete the source files. You keep the finished financials.
A written security plan
Two-factor on every account, and access limited to the people working on your books. Available on request.
Errors and omissions, cyber liability, and general liability coverage, carried by Tax GPS Group LLC.
Run by a tax firm, not a bookkeeping mill
Tally Quarter is operated by Tax GPS Group, a tax preparation and strategy firm. Your books are built by people who prepare returns for a living, so they arrive in the shape your return actually needs.
What we do, and what stays yours
We prepare your books from the statements and answers you give us, and every account is reconciled to its closing balance. We do not audit or independently verify what you send, and we are not an audit, review or compilation service. Your tax positions stay between you and your tax preparer.
Questions owners ask
Do I need QuickBooks or any other software?
No. You send statements, we send back financials. Nothing to install, nothing to log into.
I already use QuickBooks, Xero or Wave. Can I switch?
Yes. Whatever you are on now, we export your history as reports you keep, then take over from your next quarter. Then you can cancel the subscription.
Why quarterly instead of monthly?
It lines up with estimated tax payments and keeps the price low. Monthly is available if you need it.
What does my tax preparer get?
A year-end package with your P&L, balance sheet and general ledger in formats any preparer can use.
I have several LLCs. How does that work?
Each entity gets its own books, priced on its own volume, with $50 off every additional entity. Each one is invoiced separately, and there is nothing to log into.
Who checks my books?
Your books are prepared by Tally Quarter and checked by our tax team before delivery. That is an internal quality check, not a review engagement under professional standards. Tally Quarter and Tax GPS Group are bookkeeping and tax preparation services, not CPA firms. We are glad to tell you exactly who will handle your account before you start.
Four closes a year. Zero logins.
Answer a few questions and see your price. We will confirm your plan from your first statements and tell you honestly if we are not the right fit.