Triumvir Financial

Triumvir Financial

Accounting 150 Pine Forest Dr 5 employees
Employees
5
Contacts
3
Emails
3
Phones
1

Triumvir Financial Overview

Headquarters
150 Pine Forest Dr
Phone Number
Available in AeroLeads
Industry
Accounting
Employees
5
Founded
2017
Company Email
Available in AeroLeads
NAICS
Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Offices of Certified Public Accountants
Tax Preparation Services

About Triumvir Financial

TRIUMVIR FINANCIAL, LLC Triumvir Financial is a full-service Accounting and Cash Strategy Firm; specializing in medical practice. With extensive experience and our unique approach, Triumvir Financial brings the necessary management, financial acumen, strategies and skillset to both: 1. Increase profits by at least double our fee in our first year of partnership AND 2. Bring an entire financial team to your practice for less than the average bookkeeper. With Triumvir Financial, you gain the peace of mind of having a CFO and team of Accountants all in one; custom-tailored to help grow your practice. Our goal is to help you achieve your goals. Our passion is to see you succeed. Our all-inclusive packages are based on your current revenues-no high hourly fees, no charges for calling your Accountant (how silly is that!) and no extra costs for filing taxes as typically seen in CPA firms. Instead of seeing you as an "hourly rate" as most CPA firms do, Triumvir Financial envisions your practice as our practice. Typical CPA firms are pressed for time and push hundreds of client jobs across their desk. They are reactive in their approach and don't get to "know" their clients and certainly don't aim to help their company grow. The result? You pay a lot of money for sub-par results that do not serve your practice and doesn't help you reach your goals. At Triumvir Financial, we take a pro-active approach to how we can improve processes; create efficiency and provide effective tools to integrate into operations, transform your fiscal management and increase your market presence in today's economy to be sustainable, profitable and competitive. We align as a Partner with your Practice for long-term success.

Triumvir Financial Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Triumvir Financial Org Chart

Sample employees and titles
Name Title Contact
David Mosberg CEO, Business-preneur at Triumvir
Email
Jenn Fedde Owner & Quickbooks Online Advanced
View
Chrystal Grazioli Account Manager at Triumvir
Email
David Mosberg Business-preneur at Triumvir
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Executive 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 1

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