For new business owners

Big idea. Clear next steps.

Bring your business details, books, and next steps together, with a dedicated specialist to help you find your footing.

Make it manageable

A practical place
to begin.

Follow step-by-step startup guidance, organize your business records, and build a manageable office routine. Your plan includes guidance on estimated taxes, professional tax preparation through BTS.TAX, and three-year budget planning. Online formation and licensing assistance, website design and updates, and logo design through Trijour are included too. Government fees and other third-party expenses are separate; in-person requirements are not covered.

Explore included business setup, websites & logos →

  1. 01Follow step-by-step instructions to get your business started
  2. 02Get guidance from your dedicated specialist
  3. 03Look ahead with a three-year budget plan

Tools for the work around your work.

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
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.