Your Complete Finance & Accounting Team for Less Than One Full-Time Hire
You focus on the business. We’ll take care of the numbers.
We become your fully or partially outsourced finance and accounting department. Your needs from Bookkeeper to Controller to CFO in one dedicated service. Expert and reliable back office with valuable strategic planning advice.
CLIENT PROFILES
Your Challenges, Our Support
We work with businesses facing a range of financial challenges. Our clients approach us when:
Lack of Financial Reporting or Data Accuracy
They don’t have financial reports available for tracking progress or making informed decisions, or the data isn't reliable.
Overwhelmed by Accounting Tasks
They are forced to handle accounting matters themselves, which takes time away from running their business.
No Financial
Strategy
They are not sure where to begin regarding the development of their financial strategy and how to optimize their cash flow.
Preparing
for Sale
They are getting ready to sell their business but financial processes and reports need a little clean-up to maximize valuation.
OUR EXPERTISE
Proven Financial Expertise
With over 25 years of experience, Trevino Group has partnered with clients in multiple achievements.
✔ Successfully served over 75 clients
✔ Average relationship with clients lasts over 3 years
✔ Assisted in successful business sales and acquisitions
✔ Raised millions of dollars in capital for our clients
25+
Years Experience
Upgrade Your Business Finance & Accounting Today
Let’s explore if we’re a good fit to work together. Your business deserves it.
WHAT SETS US APART?
Comprehensive Financial Care
for Your Business
Strategic Value
Leverage your CFO’s experience and the value of strategic goals, financial planning, and KPI tracking with ongoing guidance and advice.
Your Finance Team
You can have a fully staffed finance and accounting team without having to worry about hiring, payroll, benefits, or extra supervision.
Like a Swiss Watch
Reliable, accurate, and timely reporting is the baseline. And you don’t even have to think about it.
TESTIMONIALS
What Our Clients Say
KENNY H.
As an administrator, my responsibilities include the management of staff, customer interaction, workflow, and making sure we are prepared to provide the best service possible. The work from The Trevino Group allowed me to grasp information better. The biggest win was turning a $250k loss into a $50k profit within the first year.
TREVOR W.
I was preparing to sell the business, but our accounting and financial information did not adequately reflect reality. The Trevino Group installed a systematic process to account for all business activity and to report results on a monthly basis; this information proved invaluable – it simplified my review of key financial metrics and brought credibility to our numbers. This resulted in a higher valuation when we closed the deal last year.
DR. ANAR M.
The Trevino Group gave us the tools to make quick decisions on equipment purchases. Tools are easy to use, especially for a non-financial person. I am confident about our investment decisions on equipment purchases and expansion plans. They even helped us with financing!
SMITA, BOOKKEEPER
Thank you The Trevino Group. You have made my job much easier and less confusing. My supervisor is very happy with my results and I have learned so much from the system you implemented.
YOUR QUESTIONS, ANSWERED
Frequently Asked Questions
Find answers to your most pressing questions about Trevino Group's financial services.
1) What kind of financial services does Trevino Group offer?
We are experts in financial management. We leverage our knowledge to help business owners streamline and improve their clinic’s financial health through comprehensive finance and accounting services.
2) Do you work with businesses of all sizes?
Yes, we offer different support packages for different types of companies. Our team has the experience and expertise to handle the financial needs of both small and large businesses.
3) What sets Trevino Group apart from other financial service providers?
We are your Finance and Accounting department outside your office. A full spectrum of finance needs is addressed through one simple and affordable service.
4) How often will I communicate with your team?
You’ll have regular communication with your dedicated CFO through monthly meetings where we review financial performance, track progress, and strategize for the future. Beyond that, our back office handles the day-to-day operations seamlessly.
5) How does your service differ from hiring in-house staff?
Our service offers the expertise of a full finance team—without the need for you to supervise or manage employees. You get comprehensive finance support without the costs and complexities of in-house staffing.
Discover How We Can Help Your Business
Fill out the form to schedule a complimentary consultation and start your journey to financial success today!
