SERVICES · AN INTEGRATED FINANCE FUNCTION
One Finance Function,
Woven To Your Stage.
Six disciplines, one connected system — engage Woven Tally at the level your business needs, from foundational bookkeeping to full finance leadership.
WHY IT WORKS
A Coordinated Finance Function — Not Another Vendor on the Stack.
Most growing businesses don't need another vendor. They need a coordinated finance function: books that close on time, reports that hold up under scrutiny, and a CFO-level view of where the company is headed.
Woven Tally delivers that as one integrated service - not a list of disconnected offerings. Each engagement begins at the right altitude and scales as the business does.
SIX SERVICES. ONE FINANCIAL SYSTEM
Each service is named after the structural element it represents - stitch, fabric, thread, seam, weave, collective. Together they form one coordinated finance practice.
Six Disciplines, Woven Together.
HOW OUR SERVICES ARE STRUCTURED
Engage at the Level You Need
Scale as You Grow.
Every Woven Tally engagement starts with the foundation and adds altitude. You can begin anywhere on the ladder, and most clients move up over time as their business matures.
FOUNDATION
Bookkeeping
Clean books, monthly close, reconciliations and standard reporting. The reliable record every other service depends on.
BEST FOR
Early-stage & Pre-Controller
OVERSIGHT
+ Fractional Controller
Reporting discipline, internal controls, and accounting policy. Adds rigor and accountability above the close.
BEST FOR
Operating & Scaling Teams
PLANNING
+ FP&A Advisory
Forecasts, budgets, scenario models and KPI dashboards. Turns accurate history into forward visibility.
BEST FOR
Capital, Growth or Board Cycles
LEADERSHIP
+ Fractional CFO
Strategy, capital structure, investor & board communication. The seat at the table when direction is being set.
BEST FOR
Funded, Complex & Pre-exit
INTEGRATED
Finance Collective
All four altitudes delivered as one coordinated team - single point of accountability across the stack.
BEST FOR
Companies Replacing In-house Finance
STITCH PATTERN
Bookkeeping
The foundation every other service rests on books that close on time and reconcile to the dollar.
WHO IT'S FOR
Founder-led businesses, agencies, and product companies that have outgrown DIY bookkeeping or a part-time contractor - and need consistent, audit-ready financial records as a foundation for everything else.
WHAT IT
INCLUDES
- Monthly transaction categorization and reconciliations
- Bank, credit card, payroll and merchant account tie-out
- Accounts payable & receivable workflow
- Sales tax, 1099 prep, and year-end accountant package
- Standardized P&L, balance sheet and cash report
WHY IT MATTERS
No forecast, model or board report is worth more than the books underneath it. Clean bookkeeping is the precondition for trust - in your numbers, your decisions, and your finance function itself.
FINANCE FABRIC
FP&A Advisory
Forecasts, budgets and models that connect operational data to strategic decisions.
WHO IT'S FOR
Operators preparing for a fundraise, a board meeting, a hiring plan, or any decision where the cost of being wrong is meaningfully larger than the cost of modeling it carefully first.
WHAT IT
INCLUDES
- Rolling 13-week cash flow forecast
- Annual budget & quarterly reforecast cycles
- Driver-based operating model and scenario analysis
- KPI dashboards and variance commentary
- Board, investor and lender financial packages
WHY IT MATTERS
Accurate history is necessary but not sufficient. FP&A turns the books into forward visibility - so you can see the next twelve months before you have to live through them.
PROJECT THREADS
Financial Initiatives
Targeted, finite engagements: cleanups, migrations, and process transformation.
WHO IT'S FOR
Companies that don't need an ongoing finance team yet - but do need a specific, well-scoped problem solved properly: a messy general ledger, a system migration, a chart-of-accounts redesign, due-diligence prep.
WHAT IT
INCLUDES
- Historical cleanup and prior-period restatement
- Accounting system migration (QuickBooks, NetSuite, Xero)
- Chart of accounts redesign and class/department structure
- Diligence prep and quality-of-earnings support
- Process documentation and finance SOPs
WHY IT MATTERS
Some problems need a project, not a subscription. Project Threads gives you senior
finance attention on a clear scope, a defined budget, and a definite end.
STRUCTURAL SEAM
Fractional
Controller
Oversight, controls and reporting discipline that hold the rest of the function in place.
WHO IT'S FOR
Businesses with a bookkeeper in place but no senior accountant above them - and
growing pressure (from a board, a lender, a buyer, or operational scale) to put reporting discipline and internal controls around the close.
WHAT IT
INCLUDES
- Close oversight, review and sign-off
- GAAP-aligned accounting policy and technical guidance
- Internal controls and segregation of duties design
- Monthly reporting package with executive commentary
- Audit, tax and lender liaison
WHY IT MATTERS
A controller is the seam between bookkeeping and leadership - the layer that makes the numbers defensible to anyone who needs to rely on them.
EXECUTIVE WEAVE
Fractional
CFO
Strategic financial leadership - planning, capital, and long-term direction.
WHO IT'S FOR
Founders and CEOs at the point where the most important financial conversations -
capital structure, M&A, investor & board communication, long-range planning - have outgrown what a controller or outside accountant can carry.
WHAT IT
INCLUDES
- Long-range strategic and capital planning
- Board materials, investor updates & lender relationships
- Fundraising, refinancing & M&A advisory
- Pricing, unit economics and margin strategy
- Finance team design and senior-hire support
WHY IT MATTERS
A CFO isn't a more-senior accountant. It's the seat that translates strategy into capital, and capital into operational reality — and back again, every quarter.
FINANCE COLLECTIVE
The Flagship — Your Integrated Finance Team.
Finance Collective is Woven Tally's most senior engagement: all four disciplines
delivered together as a single coordinated team, with one point of accountability. You replace a piecemeal finance stack - bookkeeper here, accountant there, outside CFO somewhere else - with one practice that already knows how the pieces are supposed to interlock.
STITCH PATTERN
Bookkeeping
Clean monthly close, reconciliations and AP/AR — the foundation of trustworthy numbers.
STRUCTURAL SEAM
Controller Oversight
Reporting discipline, internal controls, and policy that hold the close defensible.
FINANCE FABRIC
FP&A Advisory
Forecasts, budgets and dashboards that turn accurate history into forward visibility.
EXECUTIVE WEAVE
CFO Advisory
Strategic guidance on capital, board, and long-range direction.