Trike Financial
About
Trike Financial seeks to help our clients by helping streamline the accounting and bookkeeping needs by helping clients be better prepared during the year when it comes time to file your taxes. Trike Financial seeks to help clients through tax prep and tax planning services so they stay up to date with government filing requirements.
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
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VSM
VISHNU SUDHEER M.
April 08, 2019
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
Meet with them at first to get necessary information then if I have questions email or phone call
What education and/or training do you have that relates to your work?
Future CPA
Registered Tax Preparer
Background in accounting
20 years of bookkeeping experience
Quickbooks
Services offered
Accounting
Individual Tax Preparation
Business Tax Preparation