Triad Financial Services

Triad Financial Services allows small business owners to focus on what drove them to start their own business in the first place. By providing scalable, cost-effective solutions to operate your back office, manage your business' finances, and participate as a trusted financial advisor, we free you up to do what you do best. Triad provides financial services in three areas: Bookkeeping & Accounting • Accounts payable • Accounts receivable • Payroll • Fixed asset accounting • Inventory accounting • General ledger • Financial statement preparation • QuickBooks implementation and support Operational Finance • Budgeting and forecasting • Financial planning and analysis • Cash management • Bank liaison, covenant compliance • Audit support • Tax liaison • Internal control design and implementation • Part-time or virtual CFO services Strategic Finance • Business plan development • Financial modeling • Pro forma financials • M&A support • Capital acquisition support