Our Solutions

At Tullis Consulting & Financial Services, LLC, our role is simple: we remove the financial, accounting and bookkeeping burden so you can focus on what matters most—growing your business, increasing profit and making your vision reality.

Here’s how we help:

Virtual CFO Solution

Strategic Financial Leadership for Growth-Minded CEOs

As your outsourced Chief Financial Officer, we provide strategic financial leadership so you can make smarter decisions and scale with confidence. At Tullis Consulting & Financial Services, we help you move from overwhelmed manager to visionary CEO.

What you get:

• Financial strategy aligned with your personal and business goals

• A clear monthly financial scorecard showing what’s working and what’s not

• Monthly strategy sessions focused on profit growth and cash flow

• Actionable insights to help you make smarter financial decisions

Why it matters:
Using data to guide decisions helps you spot trends, cut waste, and focus on the actions that drive profit. With clear financial insight, you can plan with confidence, grow your faster and make more money.

Virtual Controller Solution

Oversight, Accuracy & Accountability for Growing Businesses

For businesses that already have a bookkeeper or team in place, our Virtual Controller service takes over the oversight and ensures your accounting is accurate, compliant and reliable.

What you get:

• Monthly transaction review & account reconciliation

• Month-end close procedures handled for you

• Workflow, policy and internal controls development

• Ongoing partnership, including monthly review and proactive improvement

Why it matters:
Many business owners don’t have time or expertise to supervise a bookkeeper or accountant. This service provides your existing team direction and consistency and offers you peace of mind your financial records are trustworthy.

Full-Service Bookkeeping

Accurate, Up-to-Date Books You Can Trust

Our bookkeeping team keeps your QuickBooks Online account organized, current and tax-ready. You’ll always know where your business stands financially—without spending hours buried in spreadsheets.

What’s included:

• Weekly transaction updates and monthly reconciliations

• Cloud-based QuickBooks Online support and setup

• Monthly review meetings to discuss performance

• Fixed monthly pricing for predictable cash flow

Why it matters:
Accurate, up-to-date books give you real visibility into your business performance. When you know exactly where your money is going, you can make smarter spending decisions and capture more profit every month.

QuickBooks Online Cleanup

Get Your Books Caught Up, Organized and Accurate

If your books are messy or years behind, our Cleanup service will get you back to a clean slate fast. We specialize in reconstructing, categorizing and reconciling transactions to ensure accuracy and compliance.

Cleanup includes:

• In-depth diagnostic review of your QuickBooks Online file

• Correction of categorization and balance discrepancies

• Reconstruction of missing transactions from bank and credit statements

• Preparation of clean, lender-ready financial reports

Why it matters:
Clean, accurate financial data is the foundation for growth. Once your books are organized, you can see what’s really happening in your business, fix costly mistakes, and start using your numbers to make better, more profitable decisions.

Why Business Owners Choose Tullis Consulting

• Small Business Experts: We work exclusively with small business owners, so our systems, language and strategy fit your world.

• You First Philosophy: We believe your personal financial goals should guide your business strategy. Every recommendation supports your long-term life and wealth goals.

• Clear Communication: We translate financial data into insights you can actually use.

• Flat-Rate Pricing: No hourly surprises—just transparent, predictable billing.

• Virtual, Cloud-Based Services: Work with us from anywhere, securely and efficiently.

Let’s Get Started

Ready to get your books organized and your business moving in the right direction?

Schedule a consultation with Tullis Consulting & Financial Services, LLC today and discover which service—Bookkeeping, Controller or CFO—is the right fit for your business growth.