Fractional CFO
The Financial Leadership Your Startup Needs — Without the Full-Time CFO Price Tag
Scaling a startup without experienced financial leadership is one of the fastest ways to run out of runway. But bringing on a full-time CFO too early can cost $250,000 or more per year — a luxury most early-stage companies simply can’t afford. We provide fractional CFO services for startups and growing companies — giving you seasoned, strategic financial leadership at a fraction of the cost. Whether you’re preparing for your next funding round, trying to understand your burn rate, or building the financial infrastructure to scale, we become the financial co-pilot your founding team needs to make smarter decisions, faster. We’ve been in the room before — and we’ll help you get there too.
What we do:
- Fractional CFO Services for Startups — Senior-level CFO expertise embedded into your business on a flexible, part-time basis — strategic financial leadership without the full-time executive salary.
- Fundraising & Investor Readiness — Build the financial models, investor narratives, and due diligence packages that give you the best possible chance of closing your next seed, Series A, or growth round.
- Financial Modeling & Forecasting — Sophisticated, scenario-based financial models that give you clarity on runway, growth projections, hiring capacity, and the financial levers that matter most to your business.
- Cash Flow Management & Burn Rate Analysis — Know exactly where your money is going, how long your runway lasts, and what decisions will extend or threaten it — before it becomes a crisis.
- Budget Planning & Financial Strategy — Develop and manage annual budgets and long-range financial plans that align your spending with your growth goals and investor expectations.
- KPI Development & Financial Reporting — Build the dashboards, metrics, and reporting cadences that keep your leadership team and board informed and aligned on financial performance.
- Banking, Debt & Capital Structure — Navigate banking relationships, debt financing options, and capital structure decisions with an experienced guide who has done it before.
Finance Infrastructure & Systems Setup — Implement the accounting systems, financial controls, and reporting frameworks your startup needs to scale cleanly and confidently.
The Trivium Advantage
Experience. We have served 1000’s of companies and founders, and over 100 venture firms.
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AI Optimization
Transforming Business Operations with AI-Powered Intelligence
We help mid-size and enterprise businesses eliminate inefficiencies and reduce costs by embedding AI automation into their core back-office functions. Our solutions are purpose-built for the specialized, compliance-sensitive workflows where accuracy and speed matter most — so your teams spend less time on manual tasks and more time driving strategic value.
What we do:
- AI for Accounting — Automate accounts payable/receivable, reconciliations, financial close processes, and audit-ready reporting with intelligent document processing and anomaly detection.
- AI for Finance — Accelerate forecasting, budgeting, and cash flow analysis with predictive models that surface insights from your financial data in real time.
- AI for HR — Streamline onboarding, payroll processing, benefits administration, employee queries, and compliance tracking with conversational AI and workflow automation.
- AI for Tax — Reduce risk and preparation time with AI tools that manage tax compliance, document classification, multi-jurisdiction filings, and regulatory change monitoring.
- AI for Insurance — Automate claims processing, policy administration, underwriting support, and risk assessment to improve accuracy and accelerate turnaround times.
The Trivium Advantage
We look at all options for our clients and only recommend those that would fit the budget and solve critical business requirements. We are recommending and deciding based on what we feel is best for the client, not necessarily selling a specific software.
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Tax Filing & Tax Credit
Smart Tax Strategy & Filing for Small Businesses That Are Built to Grow
Most small business owners are leaving money on the table — overpaying on taxes, missing valuable credits, and reacting to tax season instead of planning for it. We exist to change that. We provide comprehensive tax services for small and growing companies, combining proactive tax strategy with expert filing so you’re never caught off guard. From corporate and individual returns to specialized services like R&D tax credits and sales tax compliance, we bring the kind of sophisticated tax expertise that used to be reserved for large enterprises — at a price point built for growing businesses.
What we do:
- Corporate Tax Filing & Strategy — Accurate, timely corporate tax preparation paired with year-round strategic planning to minimize your tax burden and keep more money in your business.
- Individual & Owner Tax Filing — Integrated personal tax filing for founders and business owners, ensuring your business and personal tax strategies work together seamlessly.
- R&D Tax Credits — Identify and capture valuable Research & Development tax credits your business may be missing — one of the most overlooked and lucrative tax incentives available to growing companies.
- Tax Provision (ASC 740) — Accurate income tax provision calculations for companies that need GAAP-compliant financial reporting, investor readiness, or audit support.
- Sales Tax Compliance & Support — Navigate the complexity of multi-state sales tax obligations, nexus determinations, and filing requirements so you stay compliant as your business scales.
- Proactive Tax Planning — Move beyond reactive filing with forward-looking tax strategies that align with your growth goals, funding rounds, hiring plans, and business structure.
The Trivium Advantage
Our experienced practitioners anticipate possible problematic issues and understand how to reduce tax liabilities.
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Fractional Bookkeeping
Clean Books, Clear Picture — Fractional Bookkeeping Built for Growing Businesses
When you’re running a small business, messy books aren’t just an annoyance — they’re a liability. Poor bookkeeping leads to cash flow blind spots, tax season chaos, missed deductions, and decisions made on bad data. But hiring a full-time bookkeeper before you’re ready is a cost most small businesses can’t justify. That’s exactly the gap we fill. We provide fractional bookkeeping services for small and growing companies — giving you accurate, up-to-date financials and the peace of mind that comes with knowing your numbers, without the overhead of a full-time hire. Think of us as your behind-the-scenes financial backbone, always on, always accurate, and completely focused on keeping your business running clean.
What we do:
- Fractional Bookkeeping for Small Businesses — Dedicated bookkeeping support on a part-time, flexible basis — all the expertise of a seasoned bookkeeper at a fraction of the full-time cost.
- Monthly Bookkeeping & Reconciliation — Consistent, accurate monthly close processes including bank reconciliations, transaction categorization, and financial statement preparation so your books are always current.
- Accounts Payable & Receivable Management — Stay on top of what you owe and what you’re owed with organized AP/AR tracking that protects your cash flow and vendor relationships.
- Cash Flow Monitoring & Reporting — Get clear, real-time visibility into your cash position so you can make confident decisions about hiring, spending, and growth.
- Payroll Coordination — Seamless payroll support and coordination to ensure your team gets paid accurately and on time, every time.
- Tax-Ready Financials — Clean, organized books delivered in a format your accountant or tax preparer can work with immediately — eliminating the last-minute scramble every tax season.
QuickBooks & Puzzle Setup and Management — Expert setup, cleanup, and ongoing management of your accounting software so your financial systems work the way they should from day one.
The Trivium Advantage
Reduced risk. Save time. Stay compliant. Always due diligence ready.
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Fractional HR
Expert HR Support for Growing Companies — Without the Full-Time Cost
As a founder, you didn’t start your business to spend your days managing HR paperwork, navigating compliance headaches, or handling difficult employee situations. But getting HR wrong is expensive — legally, culturally, and operationally. That’s where we come in. We provide fractional HR support for small and mid-size companies that need real, experienced HR expertise on demand — without the overhead of a full-time HR department. From your very first hire to your most complex people challenges, we handle it all so you can get back to building your business.
What we do:
- Fractional HR for Startups & Small Businesses — Embedded HR expertise when you need it, at a fraction of the cost of a full-time hire. We become your HR department without the full-time salary.
- Employee Onboarding — Create a seamless, professional onboarding experience that sets new hires up for success from day one — including offer letters, handbooks, and compliance documentation.
- HR Compliance & Risk Management — Stay ahead of ever-changing federal, state, and local employment laws so your business is always protected and audit-ready.
- Performance Management — Build structured review processes, improvement plans (PIPs), and feedback frameworks that keep your team accountable and your company legally protected.
- Difficult Terminations & Separations — Handle sensitive terminations the right way — with proper documentation, legal compliance, and a process that protects both the company and the employee.
- HR Policies & Employee Handbooks — Custom-built policies that reflect your culture, meet legal requirements, and give employees clear expectations from day one.
Conflict Resolution & Employee Relations — Navigate workplace disputes, complaints, and sensitive situations with experienced HR guidance that reduces liability and preserves team culture
The Trivium Advantage
There is no better scalable, comprehensive, hands-on HR support to help guide you through employee and compliance concerns while providing benchmarked advice for best practices.
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Insurances - Medical & Corporate
Small Business Insurance, Finally Built Around You
Most insurance providers are designed for large corporations — leaving small business owners navigating complex policies, confusing coverage options, and one-size-fits-all plans that don’t fit at all. We’re different. We specialize exclusively in setting up the right insurance coverage for small businesses, giving you the personalized guidance, affordable options, and industry-specific expertise that the big brokers simply don’t offer. Whether you’re a startup, sole proprietor, or growing team, we make sure you’re protected — without the complexity.
What we do for small businesses and their employee:
- Small Business Benefits Setup — We handle the entire process of finding, comparing, and setting up the right policies for your business and employees benchmarked for your industry and with your budget in mind.
- General Liability & Property Coverage — Protect your business against common risks including property damage, third-party claims, and unexpected losses with policies scaled to small business needs.
- Workers’ Compensation for Small Teams — Affordable, compliant workers’ comp coverage even if you only have a handful of employees — we make it simple and straightforward.
- Professional Liability (E&O) Insurance — Essential coverage for service-based small businesses and freelancers who need protection against client disputes and professional errors.
- Business Owner’s Policy (BOP) — We help small businesses bundle key coverages into one cost-effective package tailored to your specific industry.
Ongoing Policy Support — We don’t disappear after setup. We review your coverage as your business grows and ensure you’re never over- or under-insured
The Trivium Advantage
We guide our clients through the decision-making process and help select the best insurance for their employees and their company.
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Administrative
Get More Done — Fractional Administrative Support for Small Businesses That Are Scaling
Every hour you spend scheduling meetings, managing inboxes, chasing down documents, and handling day-to-day administrative tasks is an hour you’re not spending growing your business. But hiring a full-time executive assistant or office administrator before you’re ready adds overhead you don’t need yet. We provide fractional administrative support for small and growing companies — giving you reliable, professional, and highly organized administrative expertise exactly when you need it, without the cost of a full-time hire. From keeping your calendar under control to making sure your operations run smoothly behind the scenes, we handle the details so you can stay focused on the big picture.
What we do:
- Fractional Administrative Support for Small Businesses — Flexible, on-demand administrative assistance tailored to your business needs — all the capability of a seasoned admin professional at a fraction of the full-time cost.
- Calendar & Schedule Management — Never miss a meeting or double-book again. We manage your calendar, coordinate appointments, and keep your day organized and running on time.
- Email & Inbox Management — Tame the chaos of a overflowing inbox with organized, prioritized email management so nothing important slips through the cracks.
- Document Preparation & Management — Professional preparation, formatting, and organization of business documents, contracts, reports, and presentations — always ready when you need them.
- Travel Coordination & Expense Reporting — Stress-free travel planning and accurate expense tracking so logistics never slow you down.
- Vendor & Client Communication — Professional, timely communication with vendors, clients, and partners on your behalf — keeping relationships strong and operations moving.
- Process & Systems Organization — We build and maintain the administrative systems, workflows, and tools that keep your business organized and scalable as you grow.
Meeting Coordination & Follow-Up — From scheduling and agenda preparation to notes and action item tracking, we make sure every meeting has a purpose and a clear outcome.
The Trivium Advantage
We value trust and human connection above all. We have over 10,000 executives in our support network.