Streamline Your Financial Future: 100% Virtual, 100% Tailored to Your Business
Take control of your finances with expert bookkeeping and business advisory—all delivered securely online. No office visits, no confusion—just clear, actionable insights to grow your business
Why Choose US
Because Your Business Deserves More Than Just Bookkeeping
100% Virtual & Secure
“Access Your Financials from Anywhere, Anytime”
Tactic is a 100% online service, making it easier for you to access your financial data whenever you need it. We leverage secure, cloud-based tools to ensure your data is protected, and our virtual meetings ensure that working with us is as easy as clicking a button. Whether you’re in your office, at home, or on the go, we bring your bookkeeping to you—securely and remotely
Business Growth Advisory
“It’s Not Just About Numbers; It’s About Your Business’ Future.”
While many virtual bookkeeping services offer basic financial tracking, Tactic goes further. We don’t just record your numbers—we help interpret them and provide actionable financial insights. We work with you to set strategic goals, monitor cash flow, and ensure that your finances support your business ambitions. We provide financial advisory services designed to optimize growth, reduce costs, and increase profitability—all while ensuring you’re on the path to long-term success.
Transparent & Flexible Pricing
“Clear Pricing. No Hidden Fees. Tailored to Your Business.”
No more complicated billing structures or surprise charges. Our pricing is straightforward and based on your business needs, so you only pay for what you use. Whether you’re just starting out or looking to scale, we offer flexible packages that grow with your business. Choose the right plan for you, with no hidden fees, no annual contracts—just clear, predictable pricing.
Scalable Support
“Support That Grows With Your Business, Every Step of the Way.”
While many bookkeeping and advisory services offer basic assistance, Scalable Support takes a more dynamic approach. As your business evolves, so do our services. We provide flexible bookkeeping solutions, tax planning, and business advisory support that scale with your growth. Whether you’re expanding, adjusting to new regulations, or streamlining operations, our support adapts to meet your changing needs. We offer scalable support that ensures your financial systems stay efficient, your tax strategies remain optimized, and your business continues to thrive, no matter how big you grow.
Customized Services
“Tailored Bookkeeping and Advisory Solutions for Your Unique Business Needs.”
While many bookkeeping and advisory services offer standard packages, Customized Services goes beyond the basics. We take the time to understand the specific needs and goals of your business, tailoring our financial strategies and support to match. Whether it’s providing personalized bookkeeping, creating tax strategies, or offering business growth advice, we ensure our services align with your unique financial landscape. We deliver customized bookkeeping and advisory solutions that optimize your financial management, enhance decision-making, and drive your business toward sustainable success.
Stress-Free Compliance
“Stay Focused on Your Business, While We Handle the Compliance.”
Navigating complex tax laws and regulations can be overwhelming for any business. With Stress-Free Compliance, we take the burden off your shoulders. Our bookkeeping and advisory experts ensure that your financial records, tax filings, and business operations are always in full compliance with the latest regulations. We handle the details, so you can focus on what matters most—growing your business. We provide peace of mind by managing your compliance needs efficiently, minimizing risk, and ensuring that your business remains on track with all legal and financial requirements.
How We Work
Working with Us is Simple. Let’s Break It Down
1
Schedule a Free Consultation
“We start with a no-obligation, 30-minute consultation to understand your business needs, challenges, and goals. This conversation helps us craft a personalized approach that aligns with your vision.”
“Think of it as the foundation for a financial strategy tailored just for you.”
4
Organize & Streamline Your Finances
“We’ll clean up your books, organize financial data, and ensure everything is up to date. This stage lays the groundwork for accurate reporting and stress-free tax preparation.”
“Think of it as tidying up your financial house for a smooth and efficient operation.”
2
Assessment & Proposal
“After our consultation, we dive deeper into your current financial setup. We evaluate your existing processes, tools, and financial health, and then provide a detailed proposal outlining how we can help you achieve success.”
“You’ll know exactly what to expect, with a clear roadmap for your financial journey.”
5
Ongoing Support & Regular Check-Ins
“We’ll provide continuous support with monthly updates, customized reports, and real-time access to your financial data. Our team stays in touch to address questions and ensure your business stays on track.”
“Regular communication and updates keep you informed, every step of the way.”
3
Onboard & Integrate
“Once you decide to move forward, we make onboarding simple and seamless. We’ll set up secure, cloud-based tools, integrate your existing systems, and walk you through every step to ensure everything is optimized for your needs.”
“Our team handles the technical setup so you can stay focused on your business.”
6
Strategic Reviews & Growth Planning
“Beyond the numbers, we help you plan for the future. We’ll conduct quarterly strategic reviews to evaluate progress, set new goals, and adjust strategies to support your growth.”
“Our goal is to not only maintain your finances but to drive your success.”
Success
Proven track of successfully resolved cases for over 20 years
12k
Clients
21
Years
Who are we
Award winning bookkeepers & business advisors ready and to help your business grow and thrive
✓ Easy to use
✓ Beautifully designed patterns
Testimonials
Client Success Stories
★ ★ ★ ★ ★
4.85 from 1,300+ reviews
Impactful
“Tactic transformed the way we handle our finances. Their team truly cares about our growth, offering advice that directly impacted our bottom line.”
★★★★★
Jane D., Tech Startup Founder
Reassuring
As a small business owner, I never had the time to focus on my financials. Tactic’s team has given me peace of mind, and now I can actually focus on growing my business.
★★★★★
Mike R., Restaurant Owner
Outstanding client feedback
“Working with Tactic was a game-changer. Their virtual services allowed us to save time and money, while their financial advice helped us scale faster.”
★★★★★
Sarah K., E-commerce Business Owner
Have Questions?
Frequently Asked
Questions
1. How do I share documents securely?
We use trusted, secure cloud-based tools to ensure your documents are protected. You’ll receive access to our encrypted portal where you can upload files easily and confidently, knowing your information is safe.
2. What happens during my free consultation?
The free 30-minute consultation is an opportunity for us to understand your business and your needs. We’ll discuss your current financial setup, challenges, and goals to determine how our services can help you succeed. It’s also your chance to ask any questions about how we work.
3. How often will I receive updates on my financial status?
You’ll receive regular updates based on your chosen service plan. Typically, we provide monthly reports and real-time access to your financial data through our secure platform. Additionally, we’re always available for updates or reviews as needed.
4. Do I need to switch software or tools to work with you?
Not at all! We work with the tools you already use, like QuickBooks, Xero, or Gusto. If you don’t have a system in place, we’ll recommend the best software for your needs and handle the setup for you.
5. What industries do you specialize in?
While we work with a wide range of industries, we specialize in helping small businesses, freelancers, startups, and service-based businesses. Our virtual model ensures we can adapt to your specific industry requirements.
6. Can you help me with tax preparation?
Yes, we offer tax preparation and filing services to ensure you’re always compliant and tax-ready. We also provide proactive tax planning to help you minimize liabilities and maximize savings.
7. What if my books are a mess or behind?
No problem! We specialize in organizing and catching up messy or outdated financial records. Our cleanup process ensures everything is accurate and ready for ongoing management.
8. How do I communicate with your team?
You’ll have a dedicated point of contact, and we’re available through email, phone, or virtual meetings. You can also use our secure portal to send messages, upload documents, and schedule check-ins.
9. What makes your services different from other virtual bookkeepers?
We combine expert bookkeeping with personalized business advisory services. We don’t just manage your books; we provide strategic insights to help your business grow. Plus, our transparent pricing and 100% virtual model ensure flexibility and ease.
10. How do I get started?
Getting started is simple! Just schedule a free consultation through our website. We’ll walk you through the next steps and ensure the onboarding process is smooth and stress-free.
11. How can I track my expenses efficiently?
We provide tools and strategies to help you track your expenses easily. Whether through automated expense tracking software or custom reports, we make sure you have full visibility into where your money is going and can manage your budget effectively.
12. Can you assist with managing payroll for my employees?
Yes, we offer payroll management services to ensure your employees are paid on time and that all payroll taxes are accurately calculated and filed. We can help set up payroll systems or manage it on an ongoing basis to keep everything compliant.
Have More Questions?
Struggling to find the solutions you need? Let our team assist you.
Top Features
✓ 24 hours support
✓ 100% Virtual
✓ 100% Tailored to your needs