Professional Services Accounting & CFO Support | Tandem CPA

We handle your day-to-day bookkeeping, reconciliations, and financial reporting with precision. Our services allow you to focus on delivering outstanding service to your clients while trusting that your financials are up-to-date, accurate, and ready for decision-making.

• Monthly or quarterly financial statement preparation 
• Bank and credit card reconciliations 
• Revenue recognition and project accounting 
• Accounts payable and receivable management 
• Expense tracking and reporting

Growing professional services firms often outgrow basic bookkeeping — but may not need a full-time CFO. That’s where we come in. Our fractional CFO services provide you with strategic financial leadership at a fraction of the cost.

• Cash flow forecasting and management 
• Strategic planning and goal setting 
• Pricing and profitability analysis 
• KPI development and performance monitoring 
• Budgeting and financial modeling

Professional services firms often face complex tax considerations, from entity selection to deductible expenses and quarterly estimated taxes. We help you minimize your tax burden while staying compliant.

• Business tax planning and preparation 
• Partner compensation and profit-sharing structures 
• Tax savings strategies tailored to service-based businesses 
• IRS correspondence and audit support

Thinking ahead is crucial in the professional services world. Whether you're looking to scale your firm or prepare for an eventual exit, we help you maximize enterprise value.

• Succession planning 
• Business valuation support 
• Advisory for mergers, acquisitions, and partnerships 
• Financial systems setup for scaling operations