FAQs | Tandem CPA

We specialize in working with small to mid-sized businesses, nonprofits, and mission-driven organizations — including healthcare providers, professional service firms, and design-build companies. Our clients typically need expert financial guidance but aren’t ready to hire a full-time CFO or accounting team in-house. 

• Monthly Bookkeeping & Financial Reporting 
• Tax Planning & Preparation 
• QuickBooks Online Setup & Cleanup 
• Payroll Integration & Oversight 
• Fractional CFO Services 
• Financial Due Diligence 
• Business Entity Consulting & Formation Support

Our monthly packages are designed to provide consistent support with no surprise fees. We offer flat-fee, subscription-based pricing for maximum clarity and predictability. Depending on your business’s size and needs, your package may include:

• Ongoing bookkeeping 
• Bank and credit card reconciliation 
• Accounts payable/receivable oversight 
• Monthly financial statements 
• 1-on-1 strategic review sessions 
• Dedicated point of contact 
• Tax filings and advisory (as needed)

Yes. We handle business and individual tax preparation, and more importantly, we provide year-round tax planning to help you reduce liability and avoid last-minute surprises. We also help with sales tax compliance, 1099 filing, and payroll tax oversight. 

Fractional CFO support means you get executive-level financial guidance without hiring a full-time CFO. It’s a great fit for growing businesses that want strategic insight alongside solid financial management. We help you:

• Understand your numbers 
• Set financial goals and KPIs 
• Prepare for funding or expansion 
• Improve profitability 
• Make smart strategic decisions

We start every engagement with a discovery session and an onboarding process that includes system setup or cleanup, depending on your starting point. After that, we meet regularly to review your numbers, answer questions, and provide proactive support. We work remotely and paperless, using cloud-based tools like QuickBooks Online, Bill.com, and Gusto or ADP (depending on your payroll provider). On-site presence available to local clients.

Our pricing is tailored to the scope and complexity of your business, but most clients invest between $3,500 and $8,000 per month. That includes bookkeeping, advisory support, and tax compliance, depending on your needs. We’ll provide a clear, no-obligation proposal after learning more about your goals.

We typically onboard new clients within 2–3 weeks, depending on availability. Urgent or time-sensitive projects may be expedited for an additional fee. 

Yes! We offer bookkeeping cleanup and catch-up services as part of onboarding. If your books need extra TLC, we’ll start there before transitioning you to a monthly service plan. 

Not at all — we serve clients nationwide. However, we are especially knowledgeable about compliance, tax requirements, and funding opportunities for businesses and nonprofits in the Maryland and DC area. 

Yes. We use secure, cloud-based accounting tools with bank-grade encryption. We also provide secure document portals and take privacy seriously in every aspect of our work.

Nope.