Plan with your numbers
Customize your dashboard to focus on the information that matters most to you. Use that perspective to price your next project and shape your three-year budget plan.
Easy-to-use tools for projects, clients, bookkeeping, and mileage—helping you keep the office work under control all year.
Stay organized. Know your numbers. Have a specialist on your side.
70% project costs 30% project margin
Oak Street RemodelSchedule · Photos · RecordsBring everyday business details together in one organized workspace.
Keep your tools and information connected to the work.
Spend less effort piecing together paperwork and records.
Keep the details connected, so you can focus on the work.
Oak Street Remodel · Illustrative project previews
Build detailed proposals and contracts with clear scope, warranties, exclusions, and payment terms.

Organize schedules, photos, communications, client information, and the details behind each job.

Keep transactions, mileage, and project costs organized, with a clearer view for tax planning.
Explore the support behind every part of your business.
Upload your business bank statements and follow a simple monthly review. Keep expenses organized by project and see project profitability alongside your whole business, with less repetitive work.
Use Tandvero’s contract creator to build detailed proposal and contract templates with ease. Clearly explain the work, responsibilities, and terms for each client.
Keep client details, past projects, warranties, and notes together for better service and more personal follow-ups.
Maintain employee portfolios with accurate records and useful notes as your team grows.
Keep project photos, schedules, communications, costs, and tax set-aside planning connected from the first visit to the final review.
Plan for employees, equipment, and overhead with a single-year or multi-year budget grounded in your income and expenses.
Keep business mileage, projects, and invoice information at your fingertips while you are out doing the work.
Explore how a financial change could affect your business, budget, and taxes before making a move.
Choose daily or weekly itineraries and reminders for projects, appointments, and the personal dates you share.
A BTS.TAX specialist prepares your tax return using your Tandvero records, then explains the outcome and answers your questions in a scheduled review.
Professional website and logo design through Trijour to showcase your services and give your business a consistent identity. Included in your annual plan; third-party expenses are separate.
Get help with online LLC, EIN, and business license applications and renewals. Included in your annual plan; third-party expenses and in-person requirements are excluded.
See each project’s income, costs, and profit alongside your business overview. Low-profit-margin alerts flag projects that need a closer look, helping you review pricing, spending, or the way you work while there’s still time to adjust.
Get a clearer view of your business70% project costs · 30% project margin
Customize your dashboard to focus on the information that matters most to you. Use that perspective to price your next project and shape your three-year budget plan.
Organized records help your tax specialist identify eligible deductions, discuss tax strategies, and support the amounts reported on your return.
Accurate books provide a foundation for the financial statements a lender may request. Approach a loan conversation with a clearer picture of your business.
A stronger foundation for everyday decisions. Why good records matter, from the IRS
Support for your business—from daily operations to your next stage of growth.
Business & personal
tax preparation
Professional websites
& logo design
Technology
& systems
Plus practical business guidance to help you start, plan, and grow.
Make running your business easier with Tandvero.
Request a demo A real conversation. A live demo. No pressure.