CFO Consulting

Customized solutions to increase your bottom line.

Put Our Experience to Work

Need assistance with your business planning? Not sure how to get your business to the next level? Our team of CFO / CPAs have been there.

Services include: complete financial review and analysis, financial forecasting, loan package preparation, business acquisition report, succession planning, and more.

After an initial consultation, we will outline a customized plan and match you with one of our professional CFOs whose background is in-line and complements your business goals. Our associates are available on a part-time or as-needed basis.

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"My company and I have partnered with Leigh Ann and Trinity for several years and we cannot thank them enough for their sound financial assistance and direction. We would not have been as successful today without partnering with Trinity Advisory Services and their talented Associates."

Tim Baker, Baker Barrios

Meet Your Team

Our team of professionals are seasoned, informed with current rules and trends, and equipped with real-world experience and knowledge.

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Picture of Trinity Advisory Services team