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Your business, supported by specialists who help you succeed.

The tools to do the work. The support to go further.

Keep clients, employees, projects, and books connected. Plan budgets and tax scenarios, take your tools on the go, and stay organized with reminders—with practical guidance from a dedicated specialist.

Everything has its place.A look inside Tandvero
Workspace / Overview
JL
LET’S MAKE A LITTLE PROGRESS

Good things start here, Jordan.

A clear view of what you’re building.

New document
Business profileYour story, together.Ready to use
Your documentsReady for the next step.Templates & drafts
Business developmentOne step at a time.Keep your progress in view
Pick up where you left offView documents
Brand identity proposalNorthline Studio · Sample draft
Draft
Your first project templateReusable business template
Template
A little preparation today. A smoother start tomorrow.
Your next chapter

Build a strong foundation.

Add your business details
Define your services
Prepare your first template
A little further along.
Illustrative product view · Fictional business and sample content
From the first conversation to the next chapter

Bring the whole business into view.

Connected tools and expert support,
built around the business owner.

01

Client management

Keep client details, past projects, warranties, and notes together for better service and more personal follow-ups.

Know who you’re working withExplore this feature
02

Project management

Keep project photos, schedules, communications, costs, and tax set-aside planning connected from the first visit to the final review.

Keep the work movingExplore this feature
03

Mobile app

Keep business mileage, projects, and invoice information at your fingertips while you are out doing the work.

Your business, on the goExplore this feature
04

Simplified bookkeeping

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.

Know where you stand, all yearExplore this feature
05

Proposal & contract creator

Use Tandvero’s contract creator to build detailed proposal and contract templates with ease. Clearly explain the work, responsibilities, and terms for each client.

Start on the same pageExplore this feature
06

Tax services

A BTS.TAX specialist prepares your tax return using your Tandvero records, then explains the outcome and answers your questions in a scheduled review.

Supported by BTS.TAXExplore this feature
07

Employee management

Maintain employee portfolios with accurate records and useful notes as your team grows.

Keep your people records organizedExplore this feature
08

Budgets

Plan for employees, equipment, and overhead with a single-year or multi-year budget grounded in your income and expenses.

Give your next stage a planExplore this feature
09

Budget & tax scenarios

Explore how a financial change could affect your business, budget, and taxes before making a move.

Think through the what-ifsExplore this feature
10

Scheduling reminders

Choose daily or weekly itineraries and reminders for projects, appointments, and the personal dates you share.

Stay a step ahead of your scheduleExplore this feature
The work beyond your desk

A dedicated tracker.
For your business miles.

Start each journey with a quick scroll to choose a current estimate or project and your trip’s purpose. Skip retyping those details. Your mileage connects to the selected work, with instant updates in your project and company overviews.

Keep a record you can explain. Timely mileage records help support eligible deductions and put the details at hand if the IRS asks for documentation.

Dates. Destinations. Business purposes. Miles.Read the IRS recordkeeping guidance
Start on the same page

Detailed proposals.
Made easy.

Tandvero’s contract creator makes detailed templates simple to create. Build proposals and contracts around the work, responsibilities, and agreed terms, then tailor the details to each project. Give your client clarity from the start.

Spend less time starting from scratch and more time making sure the agreement reflects the work.

Bookkeeping with a bigger purpose

Know the profit behind the project.

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 business
PROJECT SNAPSHOTLakeside renovation
Project income
$12,000
Project costs
$8,400
Project profit
$3,600

70% project costs · 30% project margin

Illustrative example with fictional data. Project profit shown before business overhead and taxes.
01

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.

02

Prepare for tax conversations

Organized records help your tax specialist identify eligible deductions, discuss tax strategies, and support the amounts reported on your return.

03

Bring clarity to your bank

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

Tools for the work. People in your corner.

You’re building a business.
You don’t have to do it alone.

We strive to help you succeed. Alongside Tandvero’s business tools, our partners bring expertise and guidance to more of the decisions you face.

Your dedicated specialist

A person to turn to as you work toward your goals. Your service plan includes tax consultations, sales coaching, and marketing strategies. AI and automation help streamline your office work, with a real person to help you understand your options and plan your next steps.

Meet with a specialist
Expert tax preparation

BTS.TAX

A tax specialist prepares your return and meets with you for a scheduled review to explain the outcome and answer questions, with your Tandvero records already available.

Media & design

Trijour Media Design

Creative guidance for how your business shows up.

Technology & systems

Cryogen Systems

Technology expertise to support the way you work.

Tax preparation. Media and design. Technology. A wider circle of business support.

Included in your service plan

Support for your business.
Guidance for what’s next.

Build practical habits for long-term success while keeping office duties manageable. Your specialist, step-by-step guidance, and planning tools help you make informed decisions with less to manage alone.

Tax consultations

Bring your business tax questions to a conversation. Get guidance on what to consider and how to prepare for your next steps, alongside expert tax preparation through BTS.TAX.

A clearer next step for your tax questions

Sales coaching

Work toward turning estimates into customers. Get guidance on communicating your value, following up thoughtfully, and helping prospects feel ready to move forward.

Build confidence in the conversation

Marketing strategies

Find a clearer way to tell your business story. Get guidance on your message, your audience, and where to focus your marketing efforts.

Help the right people understand your value

Daily & weekly itineraries

Receive daily itineraries, weekly itineraries, or both, according to your settings. Connected to your calendar and project overview, they help you keep current schedules and upcoming work in view.

Your plans, at the pace that suits you

Important reminders

Keep important work reminders alongside your itineraries. Share a birthday, anniversary, or other personal date in advance and we can remind you of that, too. We’ve got your back.

Less to hold in your head

Step-by-step business guidance

Follow instructions for starting a business and understanding estimated tax payments and withholding. Build practical habits for the long term, with your specialist to help you apply the guidance to your situation.

Clear next steps, less office work

What-if planning calculators

Explore retirement contributions, W-4 withholding, and 401(k) withdrawal scenarios, including potential penalties and withholding. Use the estimates as a starting point for a conversation with your tax specialist before making a decision.

Explore the possibilities before you decide

Your questions. Your goals. A person to turn to.

Talk about your service plan
Business services · Included in your annual plan

More ways to build your business.

Business setup and upkeep assistance, website design and updates, and logo design are included in your annual plan. Government filing fees and other third-party expenses are not included. Services cover work that can be completed remotely; in-person requirements are not covered.

Business setup & upkeep

Get help with LLC formation, an EIN application, and city business license applications where the process can be completed online. Online filing and renewal assistance can also help keep registrations and licenses current. In-person requirements are not offered.

Included in your annual plan

Website creation

Your annual plan includes professional website design through Trijour Media Design, helping you showcase your services and connect with customers.

Included in your annual plan

Logo design

Trijour Media Design creates professional logos that reflect your business and give your website and marketing materials a consistent, recognizable identity.

Included in your annual plan

Filing assistance covers steps that can be completed online. We do not attend in-person appointments or complete requirements that need an in-person visit. Government fees and other third-party expenses remain separate; we’ll review any expenses with you before proceeding.

Discuss your included services

An EIN is available free directly from the IRS. Our online application assistance is included in your annual plan. IRS EIN information

Look beyond the next quarter

A three-year plan.
A clearer way forward.

Our three-year budget plans help you organize
financial priorities and prepare for what’s next,
with guidance from your dedicated specialist.

Year 01

Build your foundation

Start with your business priorities and a budget that gives the next twelve months direction.

Year 02

Plan your next chapter

Look ahead at the resources and spending your next stage of business may need.

Year 03

Keep the bigger picture

Bring longer-term goals into view, with a plan you can revisit as your business evolves.

Built to support your decisions today—and your ambitions for tomorrow.

Talk about your next chapter
Looking ahead

There’s more on the drawing board.

These capabilities are planned. They are not available today, and no release dates are promised.

Proposal delivery

Planned · Not yet available

E-signatures

Planned · Not yet available

Invoice sending

Planned · Not yet available

Payments

Planned · Not yet available
A specialist on your side

Let’s talk about
your business.

See a live demo and talk with a specialist about whether we’re the right fit. There’s no pressure to sign up. We limit enrollment to give each client professional, personal attention.

Request a demo Take a closer look