Strategic CFO Services

Trinity offers an extensive range of strategic and fractional CFO services built around the financial needs of your individual business. As your trusted advisor, we design and implement solutions for any of your requirements.

By working with Trinity, you can be assured that we will take our approach of developing earnings, growth, and value for all aspects of your business. Our team is full of industry veterans and experts to help right your company's financials.


Strategic CFO Expertise:

  • Monthly, quarterly, and annual reporting packages including income statement, balance sheet and cash flow statements

  • Development of and monthly tracking of budgets and related variances

  • Development of and monthly tracking of key performance indicators unique to your business

  • Business assessment and valuation for internal purposes

  • Mergers and acquisitions target identification and due diligence/deal structure

  • Development of packages and slide decks for investors, board members, and lenders

  • Business plan development

  • Complete outsourced finance and accounting solutions

  • Oversight and management of your accounting team

  • ERP selection and implementation

Learn More About Us
All of our engagements begin with establishing a baseline for your business and developing a roadmap for the progression through the trinity.

Start by taking our Value Builder Assessment that will rank your business in eight different functional categories.
Learn About the Value Builder Process


Get Your Score Today

Contact Us Today

Contact us today for more information about our process or use the button below to get started with your Value Builder's Assessment. The tool is completely free and will give you valuable insights into your business.
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