Tandem Essentials

Tandem offers a wide variety of services, let us know what best suits you. 

Getting Started




  • Set up Central Securities Register
  • Business Number Registration in your jurisdiction
  • Set up Sales, Payroll and Corp Tax Registration

Accounting Set-Up

  • Payroll
  • AR/AP
  • Accounting Software stack

Payroll Essentials

  • Recurring payroll services

Communications Set-Up

  • Google Workspace
  • Calendar
  • CRM
  • Slack

Marketing Set-Up

  • Client/ customer personas
  • Email templates and lists
  • Marketing and sales plans optimized for growth

Senior Level Accounting

  • Intercompany transactions
  • Inventory management
  • Accruals management

Human Resources Planning

  • Review HR Planning
  • Review Policy Plan

Accounting Maintenance

  • Clean up projects
  • Regular maintenance

Operations Automation

  • Google
  • WordPress, Squarespace
  • Slack
  • Zapier
  • Registration for virtual events
  • CRM Migration

Finance Planning

  • Operational Chart of Accounts
  • Proforma Forecasting
  • Cash Flow Planning Dashboard
  • Review financing options for cash flow needs

Merchant Accounting Bookkeeping

  • Settlement of merchant transactions for Stripe, Paypal, Shopify, Amazon, etc.

Capital Raising

  • Angel investors
  • Grants

Investment Readiness Review

  • Review to identify areas of need Review of Due Diligence
  • Data Room Setup

DIY Bookkeeping

Join Tandem live each month via Zoom for DIY Bookkeeping for Entrepreneurs

During the session we will: 

  • Complete the monthly close process step-by-step. 
  • Follow our checklist which you can take away as a resource.
  • Answer your financial questions!

Be sure to bring:

  • Bank statements
  • Credit card statements
  • QBO, Xero or other login info