If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Audits, Reviews, and Compilations

Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.

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Bookkeeping & Payroll Service

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

TRM Finance has been around in one form or another for over 10 years. Our main goal is to give startup and small businesses of all types access to bookkeeping services at a reasonable price.

TRM Finance offers its professional bookkeeping services and advice to all small and medium size businesses (including Home Offices, Self Employed and Corporations) at competitive prices. Most bookkeeping and accounting work is done off-site unless otherwise requested. Our associates pick up and process the records, returning them to you on a regular basis. Once the bookkeeping work is completed, we will also provide accounting services including monthly or yearly financial statements and other reports where appropriate.

With processing your bookkeeping, TRM Finance is expected to be accurate, efficient, and knowledgeable about debits and credits, accounts payable procedures, sales and accounts receivable, payroll, insurance, taxes, and more financial and accounting services.

Our prices are designed to fit your needs. We determine your costs with you on an ongoing basis.

We offer two pricing options:

We offer both Fixed Flat Rate Pricing or hourly based rate pricing.

Flat Rate Pricing:
Our fee for bookkeeping service is based upon the volume of transactions in a reporting period and also on the overall complexity of your business. Factors affecting our fee structure include:

» Number of customer invoices
» Number of checks written
» Financial and management reports requirement
» Number of Accounts
» Number of bank accounts and credit card accounts to be reconciled
» Number of Chart of Accounts
» Class Tracking for deposits, sale, product or item
» Inventory
» Current state of your accounting records
» other misc. items

Our typical start up package is $250/month which includes 8 hours of bookkeeping service each month. Extra time is charged at $30 an hour. The fee does not include out of pocket expenses, for example, postage and stationery.

Hourly Base rate Pricing:
Our rates varies between $27.50 to $40.00 per hour depending on level on complexity and volume. Our pricing is highly competitive and vary depending on whether the service being provided is on-site or an off-site service. A brief summary has been included below. We are to some degree flexible on the billing rate, so if you have any questions please contact us for more details.

Offsite Pricing:
Flat Fee of $27.50 to $35.00 per hour. (Setup fee not included.)
The total hours of service each month depends on the size of your company and the services required.

Onsite Pricing:
Flat Fee of between $35.00 to $40.00 per hour. The total hours of service each month also depends upon the number of transactions processed and the size of the company and the services that are required.

Rule of thumb:
When it comes to services such as bookkeeping keep in mind it’s the quality that counts.

Free yourself from the daily accounting headaches. Please contact us for a quote. Please call us at (408-) 449-5442 an we’ll get back to you within 48 hours, or for faster service E-mail us with your details and we’ll get back to you promptly (within 1 Biz Day) to arrange a meeting to discuss your businesses bookkeeping needs.

We will discuss your estimated company size, financial transactions and services required in order to give you an accurate understanding of how we can help you best. From this meeting you will gain a good insight into how much time, energy and money you’ll be (or already are) investing in your bookkeeping.

Should become a client of ours:
There will be no other charge for normal routine telephone consultations. As a matter of fact, we welcome our clients to contact us and keep us informed of their business development or concerns of any nature. You will be advised of any charges for special projects in advance so there won’t be any surprises.

NOTE: QUICKBOOKS file setup (whether we will do the Bookkeeping or for those who want to do it themselves) is subject to a non-refundable, Minimum Fee Retainer of $150.

Billing Policy:
Invoiced Accounts that are not paid in full within 30-days are subject to $10/month Late Penalty Fee. Checks Returned for ANY reason, or amounts charged back Credit Card payments are subject to a $50 NSF, Returned Item, or Credit Card Charge back Penalty Fee. NOTE: Any payments received after a Penalty Fee is assessed are applied first to such Fees assessed, and the balance to the amount originally owed.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Our certified professionals take good care of each of our clients finances. Our staff is experienced and knowledgeable in all tax matters from Federal issues to California, Arizona, Nevada, New York, New Jersey, North Carolina, and as well as other states. We are registered CTEC Agents with the IRS and an authorized IRS e-file provider.

We offer reasonable and competitive prices and we are currently offering a 25% discount to all new clients with a free consultation.

Click here to download the Tax Organizer

How to maximize your tax return

» Download and fill out our Free tax organizer
» Provide your previous Income Tax Return for comparison.
» Use our Tax Checklist to insure you bring the right files
» Bring the above documents for your appointment

Save Time, Use our online services, its easy…
» Fax the above requested documents to our office fax: 669-777-6850 or
» Scan and email them to us.

TRM Financing, is a small family oriented tax firm. We have been providing competent tax service to the public with over 10 years of professional experience. We are experienced in all matters of taxation, IRS problem resolution for individuals and business tax returns.

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Call today to schedule an appointment!