Company Performance Metrics
TRM CPA provides accounting, tax, and advisory services for business owners, executives, and independent professionals. The firm offers small business accounting, bookkeeping, payroll processing, and preparation of financial statements. It provides individual and business tax preparation, proactive tax planning, IRS problem resolution, and related
compliance services. TRM CPA also delivers part-time and virtual CFO services, including budgeting, cash flow analysis, forecasts, and performance metrics. Additional services include business advisory engagements such as strategic growth planning, business valuations, due diligence, and assistance with debt and financing. The firm supports clients that use QuickBooks through setup, training, troubleshooting, and periodic file reviews. Clients access documents and collaborate with the firm through a secure online portal and use online tools such as financial calculators and tax resources.
