Our mission is to empower our clients to make money-saving decisions by taking on an active role with their finances through transparency and education.
- Dreading those looming tax return deadlines?
- Struggling to balance end of year accounts?
- Desk a mess of dog-eared receipts and sales print-outs?
RELAX. WE CAN HELP.
WELCOME
We’re thrilled to have you here. We specialize in helping business owners like you take control of their finances with ease. Whether you’re just starting out or looking to streamline your existing financial processes, our expert team is here to support you every step of the way.
We understand the challenges of managing a business while keeping your books in order. That’s why we offer tailored bookkeeping solutions designed to fit your unique needs.
Travis Tandy
WHO WE SERVE
- Small to medium-sized business owners, freelancers, and entrepreneurs who need reliable financial oversight but don’t have the time or resources for daily bookkeeping
- Nonprofits, startups, and individuals in need of financial assitance, budgeting, and starting a business
- Our clients often face challenges like fluctuating cash flow, disorganized financial records, and the need for regular insights to make informed business decisions.
OUR CORE VALUES
INTEGRITY
We hold ourselves accountable and ensure that our clients can trust us with their most sensitive financial information
ACCURACY
We are dedicated to maintaining the highest standards of accuracy in our services, ensuring our clients have reliable financial data to make informed decisions.
CLIENT-CENTRIC
Our clients are at the center of everything we do. We listen to their needs, and go above and beyond to deliver exceptional support.
Expert Accounting & Financial Services We Offer
Bookkeeping & Accounting
We provide accurate bookkeeping and accounting for small businesses, ensuring clean records, organized financials, and clear insights for smarter decisions. From monthly reconciliations to financial reporting, we keep your books on track year-round. Trusted by businesses in Fullerton, Orange County, and across all 50 states.
Quickbooks ProAdvisor Setup & Support
We set up, optimize, and manage your QuickBooks so your business runs smoothly. From installation and cleanup to troubleshooting and ongoing support, we ensure seamless, efficient financial management. We also assist with merchant services to help you accept payments confidently and keep your books accurate.
Payroll Services & Payroll Benefits
We provide reliable payroll services for small businesses, ensuring accurate pay runs, tax withholdings, compliance, and year-end reporting. From onboarding to direct deposit, we streamline your entire payroll process so you can focus on growth. Trusted by businesses in Fullerton, Orange County, and across all 50 states.
Tax Preparation Individual & Business
We deliver accurate, stress-free tax preparation for individuals and small businesses. Our team ensures every return is complete, compliant, and optimized for available deductions and credits. From simple filings to complex multi-state returns, we make tax season easy for clients in Fullerton, Orange County, and nationwide.
Tax Planning, Advisory & Consulting
We provide proactive tax planning for individuals and small businesses, helping you reduce tax liability, maximize deductions, and plan year-round with confidence. Our strategic guidance supports efficient cash flow, smarter financial decisions, and long-term growth—all tailored to your unique goals in Fullerton, Orange County, and across the U.S.
Business Entity Fromation & Planning
We help individuals and small businesses form the right entity with confidence. From selecting LLC, S Corp, or nonprofit structures to filing state documents and obtaining EINs, we streamline every step. Trusted incorporation support for entrepreneurs in Fullerton, Orange County, and across all 50 states.
*Incorporate Today*
Nonprofit Services & Compliance
We support nonprofits with formation, 501(c)(3) tax-exempt applications, bookkeeping, compliance, and annual filings. Our guidance ensures your organization stays compliant and financially strong while focusing on its mission. Trusted by nonprofits in Fullerton, Orange County, and across the U.S. for reliable, professional support.
Retirement Plans & Employee Benefits
We help small businesses set up and manage retirement plans and employee benefits, including 401(k) options through our trusted partner, Guideline. From onboarding to compliance, we streamline every step so you can attract and retain top talent. Supporting employers in Fullerton, Orange County, and nationwide.
Financial Advisory & Wealth Management
We offer financial advisory and wealth management services to help individuals and small businesses build long-term financial stability. From budgeting to retirement strategies, we provide personalized guidance and may work with trusted third-party partners to support your goals. Serving clients in Fullerton, Orange County, and nationwide.
WHAT'S THE DIFFERENCE?
WHAT DO YOU GET?
Why do extra work when you could be growing your business? Through our tested process, we’ll help you find clarity in what you need and maximize your efforts from beginning to end.
01
Digital Cloud Bookkeeping
This is not a templated approach. We know every single buisness and client is unique. We’ll work with you to explore, research and understand your business.
02
Revolutionary Paperless System
Your competitors may be doing the same thing, but we’ll help you navigate the world of opportunity. There’s always room to improve and innovate.
03
Avoid Fines and Missed Deadlines
Through an agile approach, we’ll create a roadmap to completion, create and execute. This is where your product will really come to life.
04
Financial Review Board
Learnings, usage and analytics will tell us how to best optimize to continuously reach your customers and maximize your growth potential.
05
Monthly Management Report
Your business is an ever-evolving thing. Through tracking and reporting, we’ll continuously be your partner to make sure you continue to grow.
TRANSPARENT PRICING
Hiring an experienced accounting and tax professional, or business consultant, can be intimidating. We offer unmatched professional services, flexible pricing and payment plans that fit the needs of each client. We always provide a free initial consultation and transparent pricing that is discussed in advance of rendering service.
We are happy to talk with you about the differences between our pricing plans, but recommend you honeslty review the plan that matches your activity and budget and the amount of time you want to dedicate to your bookkeeping and regulatory paperwork.
You will ALWAYS know what you're getting from us!
"If you think it's expensive to hire a professional to do the job, wait until you hire an amateur." - Red Adair
OUR CLIENTS LOVE US
THE PATH TO A BETTER BUSINESS LIFE STARTS HERE
STEPS TO GETTING STARTED
READY TO GET STARTED?
You're one click away from experiencing the Tandy Consulting Difference.
Click on Start Onboarding Immediately to get started today or schedule a consultation.
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Disclaimer: The information on this website is for informational and educational purposes only and should not be considered legal, tax, or accounting advice. Laws and regulations— including IRS rules and California conformity provisions—are subject to change, and guidance may evolve after publication. No guarantee is made regarding the accuracy or completeness of the content. Reading this website does not create a client relationship with Tandy Consulting Inc. For advice specific to your situation, please consult a qualified professional. ©2025 Tandy Consulting In. All rights reserved