A clearer view.
A better way
forward.
The numbers, the people and the day-to-day work are connected. Totalis brings financial, HR and operational support together around what your business needs next.
Book a free 15-minute consultation
Your next move.
Nonprofits / Legal / Construction
Close the year.
Prepare for what’s next.
Bring the 2026 books up to date. Review W-9s and contractor payments, prepare 1099s and make room for a year-end tax planning conversation.
Start 2027 with clearer records, priorities and a plan for the work ahead.
Plan a year-end reviewYou don’t need
every answer yet.
Start with the situation that sounds familiar. The work may cross accounting, people and operations. Your scope should reflect that.
Get the financial picture in order.
From client billing and inventory records to restricted funds, start with the records and reporting your business needs.
02Make the next decision with confidence.
Work through cash flow, project costs or work in progress with fractional CFO support and tax planning conversations.
03Strengthen how the business runs.
Connect hiring, onboarding and payroll processes with the day-to-day workflows behind your service, shop or team.
Different businesses.
Different
moving parts.
Your industry changes the questions we need to ask. We’ll shape the scope around the records, people and processes behind your work.
Not a one-size-fits-all package.
Service businesses
Client billing and project costs
Hospitality
Sales, payroll and day-to-day operations
Retail
Sales and inventory records
Nonprofits
Restricted funds, board reporting and payroll allocations
Legal
Trust accounts and Clio receivables reconciliation
Construction
Work in progress and progress invoicing
Less uncertainty. More clarity.Practical work.
A clear process.
Start with the situation.
Tell us what is behind, what is taking too much time or what decision you need to make.
Agree on the work.
Define the scope, responsibilities and information needed before moving forward.
Build a useful routine.
Keep questions and next steps visible, with records and processes that are easier to maintain.
Let’s talk about
what needs attention.
A free 15-minute initial consultation is a place to ask questions and discuss whether Totalis is the right fit.
Find a time to talk No pressure to have it all figured out.Prefer to send a note? Contact Totalis.