Tandem Works Bookkeeping

Case studies

Case Study: Streamlining Financial Operations for a Viral DTC Brand

Case Study: Establishing Accounting Consistency for a Growing B2B Media Company

Client:

Ms. M – Founder of a rapidly growing direct-to-consumer (DTC) retail brand.

Challenge:

Ms. M was referred to me as she sought a bookkeeper capable of supporting her fast-scaling e-commerce business. At the time, her financial systems were not equipped to handle the complexity of growth driven by viral product success.

Solution:

Phase one focused on laying a strong financial foundation. I developed and implemented an effective accounting system to track payables, organize expense receipts, and reconcile sales activity from Shopify. This enabled real-time financial visibility and accurate monthly reporting.

As the brand expanded and neared sales tax nexus in 32 states, I proactively onboarded and integrated a sales tax compliance platform. This ensured the business remained fully compliant with all multistate tax obligations, avoiding costly penalties and enabling continued growth with confidence.

Outcome:

With streamlined accounting processes and automated sales tax compliance, Ms. M's business was able to focus on scaling without operational bottlenecks. Our partnership provided the financial clarity and infrastructure needed to support viral growth and sustainable expansion.

Case Study: Establishing Accounting Consistency for a Growing B2B Media Company

Client:

A rapidly expanding B2B media corporation preparing to scale its workforce.

Challenge:

The leadership team of a growing B2B media company needed consistent and accurate bookkeeping to support their expansion. They also required guidance in setting up a compliant payroll system for domestic employees across multiple states, domestic contractors, and international freelancers.

Solution:

I partnered with the company to develop a robust classification system for costs, expenses, and diverse revenue streams, creating a foundation for clear financial reporting. I also assisted in selecting a payroll service provider and provided strategic coaching to help the team navigate the complexities of multi-state and international payroll compliance.

Outcome:

With accurate, organized financial data and a streamlined payroll process, the company gained confidence in their accounting systems. The standardized practices fostered alignment across the team, allowing leadership to focus on strategic growth with clarity and peace of mind.

Expert Services for Your Business

Bookkeeping

I provide comprehensive bookkeeping solutions tailored to the needs of small businesses. My services include:

Accounts payable and receivable management
Bank and credit card reconciliations
Accurate, timely financial reporting

With organized finances and clear insights, you can focus on growing your business — while I keep the books in order and the numbers working for you.

Quickbooks Expertise

As a certified QuickBooks ProAdvisor, I help businesses streamline their financial operations and get the most out of their QuickBooks investment. Whether you're just getting started or need to optimize your current setup, I offer:

QuickBooks Desktop to Online migrations
QuickBooks cleanup and file optimization
1:1 QuickBooks coaching and training
Workflow consulting to align QuickBooks with your business needs

From day-to-day transactions to big-picture reporting, I ensure your QuickBooks system works for you — not the other way around.

Advisory Services

I help business owners make confident, informed decisions by providing expert support in accounting, tax compliance, and financial strategy. By harnessing the power of accurate, timely accounting data, I work closely with clients to build meaningful budgets, create reliable cash flow projections, and bring clarity to the numbers that drive their business forward.