# Tandem CPA

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Accounting
- Market category: Accounting Services (https://nowen.ai/category/accounting-services)
- Also in: Fractional CFO Services
- Delivery model: services
- Location: Fulton, MD, USA
- Website: https://tandemcpa.com
- Legal name: Tandem CPA - Accounting & Advisory Solutions, LLC
- AI agent profile: https://nowen.ai/agents/tandemcpa-com
- Updated: 2026-11-11
- Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services)
- Read by AI assistants from: Perplexity

> Tandem CPA provides accounting and financial advisory services to small and mid-sized businesses, nonprofits, and mission-driven organizations.

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.

## Products & Services

### [Outsourced Accounting](https://tandemcpa.com/outsourced-accounting-1)
*Service*
Keep financial records current, understand business performance, and access tailored accounting and technology support with predictable monthly pricing.
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.
- Categories: Accounting Services (https://nowen.ai/category/accounting-services)

- **Monthly bookkeeping** — Maintain Accurate And Timely Financial Records
- **Project cost tracking and allocation** — Track Costs By Project
- **Job profitability visibility** — See Job-Level Profitability
- **Monthly financial reporting** — Understand Performance Through Clear Monthly Reports
- **Accounting software selection and implementation** — Choose And Implement Suitable Accounting Software
- **Financial system integration** — Connect Accounting, Payroll, And Business Tools
- **Account reconciliation** — Keep Account Records Accurate And Reconciled
- **Project pricing insight** — Price Projects More Effectively
- **Cost pool and indirect rate support** — Manage Cost Pools And Rates
- **Financial workflow automation** — Automate Manual Financial Tasks
- **Real-time financial visibility** — Gain Real-Time Visibility Into Finances
- **Flat-fee subscription pricing** — Plan Accounting Costs With Predictable Fees
- **Industry-specific accounting support** — Address Industry-Specific Accounting Requirements
- **Accounts payable and receivable oversight** — Oversee Payables And Receivables
- **Bookkeeping cleanup and catch-up** — Bring Outdated Books Up To Date
- **Government contractor costing systems support** — Support Contract-Ready Costing
- **Financial error reduction** — Reduce Errors In Financial Workflows
- **Payroll coordination and oversight** — Coordinate Payroll With Accounting Systems
- **Scalable accounting support** — Adjust Support As Business Needs Change
- **Project cash flow management** — Manage Project Cash Flow
- **Software user training and support** — Train And Support Accounting Software Users

### [Fractional CFO Services](https://tandemcpa.com/fractional-cfo)
*Service*
Gain strategic financial guidance, clearer insight into performance, and support for growth without the cost of a full-time CFO.
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.
- Categories: Fractional CFO Services (https://nowen.ai/category/fractional-cfo-services)

- **Part-time CFO leadership** — Access Executive Financial Guidance
- **Budgeting, forecasting, and cash flow management** — Plan Budgets And Manage Cash Flow
- **Strategic planning and financial modeling** — Model Scenarios And Plan For Growth
- **KPI development and performance monitoring** — Track Goals And Business Performance
- **Financial process and internal control improvement** — Strengthen Financial Processes And Controls
- **Technical accounting support** — Address Complex Accounting Matters
- **Investor and stakeholder reporting** — Prepare Financial Updates For Stakeholders
- **Nonprofit financial leadership** — Guide Nonprofit Financial Planning
- **Profitability and pricing analysis** — Assess Pricing And Profitability
- **Accounting software selection and implementation** — Implement And Improve Accounting Systems
- **Financial negotiation support** — Negotiate Favorable Financial Terms

### [Payroll management](https://tandemcpa.com/outsourced-accounting-1)
*Service*
Run payroll accurately and on time, support tax compliance, and keep payroll connected with accounting systems.
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.

- **Payroll setup and processing** — Process Payroll Accurately And On Time
- **Payroll tax filing and compliance** — File Payroll Taxes Correctly
- **Payroll deadline management** — Meet Payroll Deadlines
- **Payroll system integration and automation** — Connect And Automate Payroll Systems

### [Tax Planning and Preparation](https://tandemcpa.com/tax-planning-and-prep)
*Service*
Plan taxes throughout the year, manage compliance, and identify opportunities to reduce tax liability and retain more income.
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.

- **Business tax preparation and filing** — Prepare And File Business Returns
- **Year-round tax planning and strategy** — Plan Taxes Throughout The Year
- **Federal, state, and local tax compliance** — Maintain Tax Compliance
- **Quarterly tax projections and liability monitoring** — Project And Monitor Tax Obligations
- **Individual tax preparation and filing** — Prepare And File Individual Returns
- **Tax credit and incentive support** — Identify And Claim Eligible Credits
- **Tax compliance review** — Review Transactions For Compliance
- **Investment and retirement tax planning** — Structure Investments For Tax Efficiency
- **IRS correspondence and audit support** — Get Support With IRS And Audits

### [Interim Controller Services](https://tandemcpa.com/interim-controller)
*Service*
Maintain financial operations and reporting through transitions with temporary leadership, accounting guidance, and support for strategic initiatives.
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.

- **Accounting leadership continuity** — Maintain Accounting Leadership
- **Financial operations and reporting oversight** — Oversee Financial Operations
- **Accounting process and control improvement** — Strengthen Accounting Processes
- **Complex accounting guidance** — Address Complex Accounting Issues
- **Cash flow management** — Manage Cash Flow
- **Budgeting support** — Support Budget Development
- **Forecasting support** — Support Financial Forecasting
- **Business expansion support** — Support Business Expansion
- **Accounting staff training and coaching** — Develop Accounting Staff Skills

### [Transaction Advisory Services](https://tandemcpa.com/transaction-advisory)
*Service*
Gain financial clarity, assess deal risks, and prepare for transactions with actionable diligence and earnings analysis.
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.

- **Financial due diligence** — Assess Financial Performance And Identify Deal Risks
- **Quality of earnings reporting** — Clarify Earnings And Support Deal Review
- **Pre-sale preparation and exit readiness** — Prepare Financials And Strengthen Sale Readiness
- **Transaction financial modeling** — Model Financial Scenarios And Deal Impacts
- **Post-transaction integration and support** — Support Integration After A Transaction

### [Lease administration services](https://tandemcpa.com/lease-administration)
*Service*
Streamline lease operations, improve compliance, and gain visibility into portfolio performance, costs, and obligations.
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.

- **Lease accounting and financial reporting** — Prepare Lease Financial Records
- **Lease payment and expense tracking** — Track Payments And Lease Expenses
- **Lease term and obligation compliance** — Monitor Lease Terms And Obligations
- **Lease document and data management** — Centralize Lease Documents And Records
- **Lease audits and validations** — Identify Errors And Savings Opportunities
- **Lease portfolio analysis and reporting** — Analyze Lease Portfolio Performance
- **Rent collection and expense recovery** — Support Rent Collection And Recovery
- **Lease modification and sublease management** — Manage Lease Changes And Subleases
- **Lease strategy and scenario planning** — Evaluate Lease Options And Scenarios

### [Business entity formation support](https://tandemcpa.com/start-ups)
*Service*
Help founders form a business entity and establish a tax structure suited to their needs from day one.
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.

- **Entity setup and compliance** — Set Up The Business Entity
- **Tax structure guidance** — Choose A Tax Structure From Day One

## Sources

- [Tandem CPA](https://tandemcpa.com)
- [Outsourced Accounting](https://tandemcpa.com/outsourced-accounting-1)
- [Fractional CFO Services](https://tandemcpa.com/fractional-cfo)
- [Tax Planning and Preparation](https://tandemcpa.com/tax-planning-and-prep)
- [Interim Controller Services](https://tandemcpa.com/interim-controller)
- [Transaction Advisory Services](https://tandemcpa.com/transaction-advisory)
- [Lease administration services](https://tandemcpa.com/lease-administration)
- [Business entity formation support](https://tandemcpa.com/start-ups)