Frequently Asked Questions
At Triven Advisory, we understand that clarity is key when it comes to managing your business finances. Below are answers to the most common questions about our services, onboarding process, reporting, and data security.
1. What services does Trilven Advisory provide?
- We provide bookkeeping and accounting, tax support, and fractional CFO services for businesses and CPA firms.
2. How does the onboarding process work?
- We start with a short discovery call, followed by system access, scope confirmation, and a structured onboarding checklist.
3. Will I have a dedicated point of contact?3. Will I have a dedicated point of contact?
- Yes. You will have a dedicated account manager responsible for communication and delivery.
4. Which countries do you support for tax services?
- We currently support tax services in the United States, United Kingdom, United Arab Emirates, and India.
5. How often will I receive reports?
- Reports are typically shared monthly, with options for weekly or custom schedules if required.
6. How do you ensure data security and confidentiality?
We use secure access controls, encrypted tools, NDAs, and strict internal controls.
7. Do you work with CPA and accounting firms?
Yes. We provide white-label and back-office support to CPA and accounting firms.
8. Can you clean up messy or overdue books?
Yes. We specialize in bookkeeping cleanup and historical corrections.
9. What accounting software do you work with?
We work with QuickBooks, Xero, Zoho Books, NetSuite, and other major platforms.
10. Do you handle payroll processing?
Yes. We support payroll processing, filings, and reconciliations based on country rules.
11. Can you manage accounts payable and receivable?
Yes. We handle invoicing, collections support, bill processing, and vendor payments.
12. Do you offer management reports?
Yes. We prepare clear management reports tailored to business decision-making.
13. What industries do you support?
We support e-commerce, SaaS, professional services, real estate, agencies, startups, and others.
14. Can you integrate systems and automate workflows?
Yes. We help streamline processes using integrations and workflow automation.
15. Do you provide Virtual CFO services?
Yes. Our Virtual CFO services include forecasting, budgeting, cash flow planning, and pricing support.
16. Is there a minimum contract period?
No long-term lock-ins. Engagement terms depend on the scope and service type.
17. How do you price your services?
Pricing is based on scope, transaction volume, and complexity, with fixed monthly packages.
18. Can you support year-end and audit preparation?
Yes. We assist with year-end finalization and audit-ready documentation.
19. Do you handle sales tax, VAT, or GST?
Yes. We support sales tax, VAT, and GST filings across supported countries.
20. Can you work with our existing accountant or CPA?
Yes. We collaborate closely with your existing advisor or CPA firm.
21. How do you communicate with clients?
Communication is handled via email, shared tools, and scheduled review calls.
22. What time zones do you support?
We support multiple time zones, including US, UK, and Australia business hours.
23. Do you provide customized dashboards?
Yes. Our services are flexible and designed to scale with your business.
24. Can you scale services as my business grows?
Yes. Our services are flexible and designed to scale with your business.
25. How do we get started?
Simply book a discovery call, and we’ll guide you through the next steps.
Custom Management Reporting
Have more questions? Contact us to speak directly with our team and get tailored guidance for your business needs.