{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/tandemcpa-com","markdownUrl":"https://nowen.ai/agents/tandemcpa-com.md","jsonUrl":"https://nowen.ai/agents/tandemcpa-com.json","name":"Tandem CPA","legalName":"Tandem CPA - Accounting & Advisory Solutions, LLC","website":"https://tandemcpa.com","location":"Fulton, MD, USA","address":{"city":"Fulton","state":"MD","country":"USA"},"industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-11T01:46:47.452Z","summary":"Tandem CPA provides accounting and financial advisory services to small and mid-sized businesses, nonprofits, and mission-driven organizations.","description":"Tandem CPA is an accounting and advisory firm serving small and mid-sized businesses, nonprofits, and mission-driven organizations. It provides outsourced accounting, tax planning and preparation, fractional CFO support, and transaction advisory, helping clients maintain compliant financial operations, understand their financial performance, and make informed decisions as they grow.","mission":"To help organizations strengthen their financial operations and make informed decisions so they can grow and focus on their missions.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["Perplexity"],"products":[{"name":"Outsourced Accounting","anchor":"product-outsourced-accounting","type":"Service","url":"https://tandemcpa.com/outsourced-accounting-1","summary":"Keep financial records current, understand business performance, and access tailored accounting and technology support with predictable monthly pricing.","description":"Tandem CPA provides tailored outsourced accounting for small and mid-sized businesses, handling day-to-day bookkeeping and financial operations so clients can focus on running their businesses. Services include transaction categorization, account reconciliations, accounts payable and receivable oversight, monthly financial statements, job costing, payroll coordination, and accounting technology setup and support. Technology support can include software selection and implementation, system integration, workflow automation, and user training. Packages use flat-fee, subscription-based pricing and may include tax filings and advisory, strategic review sessions, and a dedicated point of contact. Bookkeeping cleanup and catch-up services are available before ongoing support begins.","pricing":{},"features":[{"name":"Monthly bookkeeping","value":"Maintain Accurate And Timely Financial Records","valueDescription":"Clients can rely on current, organized books while Tandem CPA handles routine accounting tasks, leaving them more time to focus on running their businesses."},{"name":"Project cost tracking and allocation","value":"Track Costs By Project","valueDescription":"See the costs incurred on each job, including labor, materials, equipment, overhead, and subcontractors, to better monitor and control project spending."},{"name":"Job profitability visibility","value":"See Job-Level Profitability","valueDescription":"Gain visibility into profitability by job or project, with financial information that helps reveal which work is performing well and where money is being lost."},{"name":"Monthly financial reporting","value":"Understand Performance Through Clear Monthly Reports","valueDescription":"Timely, understandable financial reports give clients visibility into business performance and information to support informed decisions."},{"name":"Accounting software selection and implementation","value":"Choose And Implement Suitable Accounting Software","valueDescription":"Businesses receive support selecting accounting software that fits their needs and implementing it within existing processes and platforms."},{"name":"Financial system integration","value":"Connect Accounting, Payroll, And Business Tools","valueDescription":"Connected systems help businesses coordinate financial workflows across accounting, payroll, and other business tools."},{"name":"Account reconciliation","value":"Keep Account Records Accurate And Reconciled","valueDescription":"Regular reconciliation helps maintain reliable financial records and supports the accuracy of the financial information used to run the business."},{"name":"Project pricing insight","value":"Price Projects More Effectively","valueDescription":"Use job-level cost and profitability information to make more informed project pricing decisions rather than relying on guesswork."},{"name":"Cost pool and indirect rate support","value":"Manage Cost Pools And Rates","valueDescription":"Organize direct, indirect, G&A, and fringe costs into cost pools and receive support calculating and monitoring indirect rates."},{"name":"Financial workflow automation","value":"Automate Manual Financial Tasks","valueDescription":"Automating manual work streamlines financial operations and helps businesses spend less time on administrative tasks."},{"name":"Real-time financial visibility","value":"Gain Real-Time Visibility Into Finances","valueDescription":"Businesses can see their financial information in real time, supporting a clearer view of their finances."},{"name":"Flat-fee subscription pricing","value":"Plan Accounting Costs With Predictable Fees","valueDescription":"A recurring flat fee gives clients a clearer view of accounting costs, while service packages can be tailored to business needs."},{"name":"Industry-specific accounting support","value":"Address Industry-Specific Accounting Requirements","valueDescription":"Specialized accounting support reflects the financial reporting and compliance needs of particular organizations, including nonprofits and government contractors."},{"name":"Accounts payable and receivable oversight","value":"Oversee Payables And Receivables","valueDescription":"Clients can receive support overseeing money owed and incoming payments as part of their ongoing accounting package."},{"name":"Bookkeeping cleanup and catch-up","value":"Bring Outdated Books Up To Date","valueDescription":"Clients can address incomplete or disorganized financial records and establish a more accurate starting point for ongoing accounting support."},{"name":"Government contractor costing systems support","value":"Support Contract-Ready Costing","valueDescription":"Government contractors can receive job costing and project accounting support alongside advice on DCAA-compliant accounting systems and timekeeping system integration."},{"name":"Financial error reduction","value":"Reduce Errors In Financial Workflows","valueDescription":"Technology integrations and automation help reduce errors associated with manual financial tasks."},{"name":"Payroll coordination and oversight","value":"Coordinate Payroll With Accounting Systems","valueDescription":"Coordinating payroll platforms with accounting systems helps keep payroll information connected to the client's financial records."},{"name":"Scalable accounting support","value":"Adjust Support As Business Needs Change","valueDescription":"Clients can tailor the scope of accounting support to their needs as their business develops, rather than relying on a fixed in-house team."},{"name":"Project cash flow management","value":"Manage Project Cash Flow","valueDescription":"Use project cost information to support cash flow management for construction work."},{"name":"Software user training and support","value":"Train And Support Accounting Software Users","valueDescription":"Training and support help users and staff work with newly implemented accounting software and systems."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Fractional CFO Services","anchor":"product-fractional-cfo-services","type":"Service","url":"https://tandemcpa.com/fractional-cfo","summary":"Gain strategic financial guidance, clearer insight into performance, and support for growth without the cost of a full-time CFO.","description":"Tandem CPA provides part-time CFO expertise for businesses and organizations that need executive-level financial guidance without hiring a full-time CFO. Services include strategic planning, financial analysis and reporting, budgeting, forecasting, and cash flow management. The team also supports process and internal control improvement, complex accounting issues, accounting software selection and implementation, and investor and stakeholder communications. Services can be tailored to growth, funding, transition, or organizational needs.","pricing":{},"features":[{"name":"Part-time CFO leadership","value":"Access Executive Financial Guidance","valueDescription":"Work with experienced finance professionals for strategic insight and financial leadership without hiring a full-time CFO."},{"name":"Budgeting, forecasting, and cash flow management","value":"Plan Budgets And Manage Cash Flow","valueDescription":"Use budgets, forecasts, and cash flow planning to plan for expenses, growth, and liquidity needs."},{"name":"Strategic planning and financial modeling","value":"Model Scenarios And Plan For Growth","valueDescription":"Evaluate the potential financial impact of different assumptions and scenarios to support planning and business decisions."},{"name":"KPI development and performance monitoring","value":"Track Goals And Business Performance","valueDescription":"Establish and monitor relevant financial goals and KPIs to understand performance and inform decisions."},{"name":"Financial process and internal control improvement","value":"Strengthen Financial Processes And Controls","valueDescription":"Improve finance processes and internal controls to support reliable financial information and transactions."},{"name":"Technical accounting support","value":"Address Complex Accounting Matters","valueDescription":"Receive assistance assessing complex accounting matters and their potential effects on financial statements, controls, tax, and business processes."},{"name":"Investor and stakeholder reporting","value":"Prepare Financial Updates For Stakeholders","valueDescription":"Provide stakeholders with financial results and outlook to support communication and decision-making."},{"name":"Nonprofit financial leadership","value":"Guide Nonprofit Financial Planning","valueDescription":"Support nonprofit operations and organizational health with budgeting, cash flow and reserve planning, board-focused reporting, grant reporting, and scenario modeling."},{"name":"Profitability and pricing analysis","value":"Assess Pricing And Profitability","valueDescription":"Review pricing and profitability to help professional services firms understand financial performance and inform business decisions."},{"name":"Accounting software selection and implementation","value":"Implement And Improve Accounting Systems","valueDescription":"Select and implement accounting systems that fit business needs, integrate them with existing platforms, and support staff in using them."},{"name":"Financial negotiation support","value":"Negotiate Favorable Financial Terms","valueDescription":"Receive support in negotiating terms and conditions with investors, lenders, customers, and suppliers."}],"marketCategories":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]},{"name":"Payroll management","anchor":"product-payroll-management","type":"Service","url":"https://tandemcpa.com/outsourced-accounting-1","summary":"Run payroll accurately and on time, support tax compliance, and keep payroll connected with accounting systems.","description":"Tandem CPA helps businesses set up and run reliable payroll systems for W-2 employees and 1099 contractors. The service supports accurate, timely payroll processing, correct payroll tax filings, and compliance with federal and state regulations. Tandem CPA coordinates payroll platforms to automate payroll and keep payroll data synchronized with the accounting system.","pricing":{},"features":[{"name":"Payroll setup and processing","value":"Process Payroll Accurately And On Time","valueDescription":"Reliable payroll processing helps businesses pay their teams accurately and on time."},{"name":"Payroll tax filing and compliance","value":"File Payroll Taxes Correctly","valueDescription":"Support for correct payroll tax filings and federal and state regulatory compliance helps businesses manage payroll requirements."},{"name":"Payroll deadline management","value":"Meet Payroll Deadlines","valueDescription":"Payroll coordination helps businesses keep required payroll deadlines on track."},{"name":"Payroll system integration and automation","value":"Connect And Automate Payroll Systems","valueDescription":"Coordination with payroll platforms automates payroll and keeps information synchronized with the accounting system. Supported platform examples include Gusto, Paychex, and ADP."}]},{"name":"Tax Planning and Preparation","anchor":"product-tax-planning-and-preparation","type":"Service","url":"https://tandemcpa.com/tax-planning-and-prep","summary":"Plan taxes throughout the year, manage compliance, and identify opportunities to reduce tax liability and retain more income.","description":"Tandem CPA provides individual and business tax preparation, filing, and year-round planning. Services include federal, state, and local tax compliance; quarterly tax estimates and projections; tax strategy for income, deductions, investments, and retirement accounts; and identification and documentation of eligible credits and incentives. The team also supports sales tax compliance, 1099 and payroll tax oversight, IRS correspondence, and audit support.","pricing":{},"features":[{"name":"Business tax preparation and filing","value":"Prepare And File Business Returns","valueDescription":"Receive business return preparation and filing support, including quarterly estimated tax calculations and filings for a range of business entity types."},{"name":"Year-round tax planning and strategy","value":"Plan Taxes Throughout The Year","valueDescription":"Use customized, ongoing tax guidance to make informed decisions, consider the tax impact of major life events, and plan the timing of income and deductions."},{"name":"Federal, state, and local tax compliance","value":"Maintain Tax Compliance","valueDescription":"Get support addressing federal, state, local, and multi-state tax requirements, along with sales tax compliance, payroll tax oversight, and 1099 filing."},{"name":"Quarterly tax projections and liability monitoring","value":"Project And Monitor Tax Obligations","valueDescription":"Track estimated tax obligations throughout the year with quarterly projections and adjustments to tax strategies as circumstances or tax laws change."},{"name":"Individual tax preparation and filing","value":"Prepare And File Individual Returns","valueDescription":"Get support reviewing personal finances and preparing and filing federal and state income tax returns, with assistance planning for future tax years."},{"name":"Tax credit and incentive support","value":"Identify And Claim Eligible Credits","valueDescription":"Get assistance identifying potential credits and incentives, evaluating eligibility, and documenting claims to support proper use and compliance."},{"name":"Tax compliance review","value":"Review Transactions For Compliance","valueDescription":"Identify tax compliance considerations and potential planning opportunities through review of financial statements and transactions."},{"name":"Investment and retirement tax planning","value":"Structure Investments For Tax Efficiency","valueDescription":"Get guidance on structuring investments and retirement accounts with tax efficiency in mind."},{"name":"IRS correspondence and audit support","value":"Get Support With IRS And Audits","valueDescription":"Receive assistance with IRS correspondence and audit-related preparation and support."}]},{"name":"Interim Controller Services","anchor":"product-interim-controller-services","type":"Service","url":"https://tandemcpa.com/interim-controller","summary":"Maintain financial operations and reporting through transitions with temporary leadership, accounting guidance, and support for strategic initiatives.","description":"Tandem CPA provides temporary financial leadership when a business is growing, between hires, or navigating a transition. Experienced finance professionals oversee financial operations, manage reporting requirements, and provide strategic guidance during change or organizational restructuring. Services include filling accounting leadership gaps, advising on complex accounting matters, improving accounting processes and internal controls, supporting budgeting and other initiatives, and coaching existing accounting staff.","pricing":{},"features":[{"name":"Accounting leadership continuity","value":"Maintain Accounting Leadership","valueDescription":"Bridge leadership gaps during transitions so financial operations can continue while the business navigates change or between hires."},{"name":"Financial operations and reporting oversight","value":"Oversee Financial Operations","valueDescription":"Receive oversight of financial operations and reporting requirements during periods of growth, transition, or a staffing gap."},{"name":"Accounting process and control improvement","value":"Strengthen Accounting Processes","valueDescription":"Improve the quality and efficiency of accounting processes and systems while implementing best practices and internal controls to mitigate risks and support compliance."},{"name":"Complex accounting guidance","value":"Address Complex Accounting Issues","valueDescription":"Get experienced guidance on complex accounting matters, including revenue recognition, lease accounting, impairment analysis, and tax compliance."},{"name":"Cash flow management","value":"Manage Cash Flow","valueDescription":"Receive support with cash flow management as part of strategic initiatives during periods of change or growth."},{"name":"Budgeting support","value":"Support Budget Development","valueDescription":"Get support for budgeting as part of the development and execution of strategic initiatives."},{"name":"Forecasting support","value":"Support Financial Forecasting","valueDescription":"Get support for forecasting as part of the development and execution of strategic initiatives."},{"name":"Business expansion support","value":"Support Business Expansion","valueDescription":"Get support for business expansion initiatives as part of interim financial leadership."},{"name":"Accounting staff training and coaching","value":"Develop Accounting Staff Skills","valueDescription":"Help existing accounting staff build their skills and improve their performance through mentoring and coaching."}]},{"name":"Transaction Advisory Services","anchor":"product-transaction-advisory-services","type":"Service","url":"https://tandemcpa.com/transaction-advisory","summary":"Gain financial clarity, assess deal risks, and prepare for transactions with actionable diligence and earnings analysis.","description":"Tandem CPA provides transaction advisory services to business owners, buyers, investors, and intermediaries navigating acquisitions, sales, and investments. Services include financial due diligence and tailored Quality of Earnings (QofE) reports for small to mid-market businesses. The team analyzes historical financial performance, earnings quality, revenue sustainability, customer concentration, expenses, financial trends, and operational drivers to identify risks and protect deal value. Seller-side and buyer-side QofE engagements address EBITDA normalization, revenue recognition, working capital, and debt-like items. Pre-sale support includes financial cleanup recommendations and assistance preparing clear, defensible financial narratives for prospective buyers.","pricing":{},"features":[{"name":"Financial due diligence","value":"Assess Financial Performance And Identify Deal Risks","valueDescription":"Review historical results, earnings quality, revenue sustainability, customer concentration, expenses, trends, and operational drivers to understand a business's financial position and identify risks relevant to a transaction."},{"name":"Quality of earnings reporting","value":"Clarify Earnings And Support Deal Review","valueDescription":"Use a tailored buyer-side or seller-side report to examine normalized EBITDA, revenue recognition, working capital, and debt-like items, with reporting prepared for investor, lender, and buyer scrutiny."},{"name":"Pre-sale preparation and exit readiness","value":"Prepare Financials And Strengthen Sale Readiness","valueDescription":"Identify financial cleanup needs before a sale and help sellers prepare clear, defensible financial narratives for prospective buyers, with support intended to maximize valuation and minimize deal friction."},{"name":"Transaction financial modeling","value":"Model Financial Scenarios And Deal Impacts","valueDescription":"Use financial modeling to examine the impact of different scenarios and assumptions on revenue, expenses, cash flow, and valuation when evaluating a transaction."},{"name":"Post-transaction integration and support","value":"Support Integration After A Transaction","valueDescription":"Receive financial support for integration after a transaction, including mergers and acquisitions, as part of guidance through the stages of a deal."}]},{"name":"Lease administration services","anchor":"product-lease-administration-services","type":"Service","url":"https://tandemcpa.com/lease-administration","summary":"Streamline lease operations, improve compliance, and gain visibility into portfolio performance, costs, and obligations.","description":"Tandem CPA provides outsourced lease administration for lease portfolios. Services include collecting, reviewing, and abstracting lease documents and amendments; maintaining lease records in a centralized database or software platform; performing lease accounting calculations under standards such as ASC 842, IFRS 16, and GASB 87; and preparing or reconciling schedules, journals, and disclosures. The team also tracks payments, invoices, rent increases, deposits, expenses, lease obligations, renewals, and portfolio performance. Support includes lease audits and validations, lease modifications and subleases, and lease-versus-buy analysis, optimization, and scenario modeling. Tandem CPA says its team has practiced lease administration for over ten years.","pricing":{},"features":[{"name":"Lease accounting and financial reporting","value":"Prepare Lease Financial Records","valueDescription":"Support financial reporting with lease accounting calculations and adjustments, reconciled schedules and journals, and lease disclosures."},{"name":"Lease payment and expense tracking","value":"Track Payments And Lease Expenses","valueDescription":"Monitor payment schedules, invoices, rent increases, deposits, and other lease-related expenses."},{"name":"Lease term and obligation compliance","value":"Monitor Lease Terms And Obligations","valueDescription":"Track lease terms and obligations, including maintenance, insurance, taxes, renewals, tenant obligations, and escalations."},{"name":"Lease document and data management","value":"Centralize Lease Documents And Records","valueDescription":"Keep lease documents, amendments, and data maintained in a centralized database or software platform."},{"name":"Lease audits and validations","value":"Identify Errors And Savings Opportunities","valueDescription":"Review and validate lease information to identify errors, discrepancies, and opportunities for savings."},{"name":"Lease portfolio analysis and reporting","value":"Analyze Lease Portfolio Performance","valueDescription":"Use portfolio reporting on occupancy, utilization, expirations, and performance metrics to gain visibility into portfolio performance."},{"name":"Rent collection and expense recovery","value":"Support Rent Collection And Recovery","valueDescription":"Support accurate rent collection and expense recovery as part of real estate lease administration."},{"name":"Lease modification and sublease management","value":"Manage Lease Changes And Subleases","valueDescription":"Support the negotiation and execution of lease modifications, extensions, terminations, and subleases."},{"name":"Lease strategy and scenario planning","value":"Evaluate Lease Options And Scenarios","valueDescription":"Support lease planning with lease-versus-buy analysis, lease optimization, and scenario modeling."}]},{"name":"Business entity formation support","anchor":"product-business-entity-formation-support","type":"Service","url":"https://tandemcpa.com/start-ups","summary":"Help founders form a business entity and establish a tax structure suited to their needs from day one.","description":"Tandem CPA supports startups with business entity consulting and formation support. Its entity setup service helps founders form their business with a tax structure suited to their needs from day one, alongside related compliance support.","pricing":{},"features":[{"name":"Entity setup and compliance","value":"Set Up The Business Entity","valueDescription":"Get support establishing a business entity and addressing related compliance as part of startup formation."},{"name":"Tax structure guidance","value":"Choose A Tax Structure From Day One","valueDescription":"Receive guidance on selecting a tax structure during formation, helping establish the business with its tax structure in mind from the start."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://tandemcpa.com","text":"Tandem CPA"},{"url":"https://tandemcpa.com/outsourced-accounting-1","text":"Outsourced Accounting"},{"url":"https://tandemcpa.com/fractional-cfo","text":"Fractional CFO Services"},{"url":"https://tandemcpa.com/tax-planning-and-prep","text":"Tax Planning and Preparation"},{"url":"https://tandemcpa.com/interim-controller","text":"Interim Controller Services"},{"url":"https://tandemcpa.com/transaction-advisory","text":"Transaction Advisory Services"},{"url":"https://tandemcpa.com/lease-administration","text":"Lease administration services"},{"url":"https://tandemcpa.com/start-ups","text":"Business entity formation support"}]}