Monthly bookkeeping
Transactions organized, bank and credit card accounts reconciled, and dependable financial statements delivered each month.
LOCAL ROOTS. PERSONAL FINANCIAL SUPPORT.
Your books handled.
A person you know.
Bookkeeping, catch up work and monthly reports, with someone you can call when you have a question. We help you spend less time sorting the numbers and more time running your business.
Based in Scott Depot. Serving West Virginia businesses and working remotely nationwide.
WHAT WE DO
Practical help for your books.
Clarity for your business.
Start where you need us. We can handle the books directly or work alongside your existing accountant.
Catch up & cleanup
Behind on your books or unsure the numbers are right? We’ll get your records organized and back on track.
Monthly reporting & analysis
Understand profitability, cash flow and changes in your results, with financial reports and practical explanations of what the numbers mean.
Business taxes
Business tax preparation and planning coordinated through our tax partner.
Payroll support
Payroll administration and reconciliation that fit your bookkeeping process.
Wealth management
Investment, retirement and long term planning through our wealth management partner.
CATCH UP & CLEANUP
Behind on your books?
Catch up and cleanup services help get you current. We organize past transactions, reconcile your bank and credit card accounts, and work through errors. Then we can handle ongoing monthly bookkeeping so your records stay organized for your tax preparer. We’ll review the work involved and confirm pricing with you before we begin.
Book a 15 minute callWHY IT MATTERS
Good books give you the confidence to move forward.
When the books are clean, you know what you earned, what you owe and whether the business is actually moving forward.
- Make decisions using reliable numbers
- Stay ready for taxes, lenders and growth
- Catch errors before they become expensive
- Spend less time inside QuickBooks
THE NAME BEHIND TALI
Our mother, Faatali P. Gaydosz, passed away in 2025 at just 60 years old from a rare, aggressive cancer.
A LOCAL BUSINESS. A PERSONAL CONNECTION.
Hi, I’m David.
Let’s make the books feel manageable.
I’m the co-founder of Tali Financial, based in Scott Depot, West Virginia. When you reach out, we’ll start with a conversation about your business, your books and what you want help with.
Our team combines software we have developed with hands on professional review. We help business owners and nonprofits organize their records and understand their finances, with coordinated tax, payroll and wealth management support when needed.
Whether you’re here in the Kanawha Valley or working with us remotely elsewhere, you have a real person to talk to.
Email me directlyHOW IT WORKS
Simple from the start.
- Tell us about your business.We’ll have a short conversation about your books and what you need.
- We review the scope.You’ll receive clear expectations and a price before work begins.
- We get to work.You get organized books, consistent reports and coordinated financial support.
TESTIMONIALS
Client feedback
“Hiring David and the Tali team to handle my companies bookkeeping was one of the best decisions I could have made. I was struggling to keep up with it, and I made so many mistakes. David cleaned everything up and has been on top of it ever since. It's been a huge relief and allowed me to spend my time on other things to improve my business.”
“We couldn’t be happier with our experience working with David and the Tali team. Would recommend to anyone looking for a great bookkeeper.”
LET’S TALK
A conversation, not a complicated process.
Tell David about your business and where you could use support. We’ll talk through the next step together.
Based in Scott Depot, West Virginia
Serving local businesses and clients nationwide remotely.
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