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Trivium & Puzzle Custom Plans

Want a customized tax, accounting, finance, or compliance program? Work with experts to set up a custom plan.

Please enter your contact details as well as some information on your company so we can get the ball rolling.

NameEmail AddressPhoneCompany NameReferred By (Optional)UrgencyEmployee CountAdditional Information About Your Company (Optional)Funding StageSelect Services Offered By Trivium

Accounting

(Section 1 only)
No revenue and expenses around $200K a month

(Section 2&3)
Revenue active with expenses around $400K
per month(Section 4)
Growing revenue with finance leadership support

Finance

Annual Budget
Budget Forecast
Board PackagesDepartmental Forecasting
On Call CFO

Basic
Payroll up to 10 employees, 2 states-Answering questions for employees -Benefits AdministrationIntermediate (Basic+)
Payroll up to 50 employees, 6 states-Onboarding of employees-Final paycheck calculation & processingEnterprise
Benchmarked policies-Guidance on terminations-Training-On Call Chief People Officer

Insurance

General Liability
BenefitsD&O

Tax

Single State ReturnMulti StateInternational

Amount your business can spend on these services per month:

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