Tax & accounting plans
Trivium and Puzzle have partnered to offer special packages on bookkeeping, tax prep, advisory, and more for Puzzle customers.
Categorization
Basic categorization support from expert bookkeepers, help get your financials ready for investors or tax preparation.
- Categorization support by expert bookkeepers in Puzzle
- Cash basis - Always know your cash, burn, and runway
- Real-time dashboard and report access
Optional prior period cleanup, tax, accounting, finance, and compliance support available at additional cost.
Bookkeeping
Enhanced bookkeeping, the professional support you need for growing your business and staying compliant.
- Introductory financial overview
- Cash basis month-end close process
- Compliance calendar
- Payroll, bank and credit card reconcillation
Optional prior period cleanup, tax, accounting, finance, and compliance support available at additional cost.
Custom
Want a customized tax, accounting, finance, or compliance program? Work with experts to set up a custom plan.
- A custom package based upon your company’s needs. Partner with Trivium to scope the right services for your business
- Available services include: complex accounting, revenue recognition, financial forecasting & modeling, compliance, sales and income tax, human resources, due diligence, M&A
Trivium - Bookkeeping & Tax Prep
1,000's founders and $1,000,000,000's of capital raised. Trivium is a Finance, Accounting, Human Resources, and Tax consulting firm offering early-mid stage companies strategy consulting as well as support ranging from administrative to CFO level expertise.
We free up time, so you can focus on building your business.
