Tandem Essentials
Tandem offers a wide variety of services, let us know what best suits you.
Getting Started
Team
Growth
Incorporation
- 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
- 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