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Trinity Financial Management Solutions

Waldorf, MD

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‘21 Certificate of Excellence, 2021

About

At Trinity Financial Management Solutions, our goal is to provide your business with convenient, beneficial, and resourceful financial management solutions which help to organize, strategize, and optimize your business. Our mission is to coach, guide, and support both aspiring and established business owners who seek Business Coaching, need Business Financial Management/Bookkeeping services, and desire to attend Business Seminars/Workshops.


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Reviews (4)

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5/5

4 customer reviews

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26 March 2020

I have had the pleasure of working with Eboni after attending one of her financial seminars for business owners back in 2018. Eboni was a true professional from the beginning. During our initial consultation, she reviewed with me the possible needs I would have and helped me determine what the best plan of action would be. Eboni is extremely knowledgeable about financial management and proper bookkeeping standards and really simplified the process for me. She takes the time to thoroughly review all aspects of my business and to simplify things in a way that made sense. Because of Eboni and her excellent work, I now have a much better understanding of my "bottom line" and I feel much more confident about the bookkeeping process. I HIGHLY recommend Trinity Financial Management to any business owner who is wishing to get a greater understanding of the financial elements of their business. More...

26 March 2020

When Eboni and I have our coaching sessions, they are always full of knowledge. In each and every one of our coaching sessions, she has pushed me to do better and given me the encouragement to increase my networking circle in addition to pushing me in the right direction to take my vision to the next level. Whenever I find myself at a stand-still Eboni is there to help me through my “entrepreneurial block.” I must say that working with Eboni has been absolutely AMAZING! She is so much more than a financial consultant, she is also a marketing coach, operations manager, as well as a strategist. While working with Eboni over the past 6 months I have seen my business grow tenfold. She is not only able to see the point of view of the entrepreneur, she is also able to look at the business as a customer. This outlook has helped me to be more conscious of my customers’ needs and wants. Looking at my business through Eboni’s eyes allows me to stand out from my competition even more. Eboni has been phenomenal in looking at ALL aspects of my business and she has challenged my creative as well as logical side of my business to make sure they coincide with one another other. I am so glad to have her in my circle to elevate my business! More...

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26 March 2020

Bookkeeping Services

"The right person to straighten up my finances. My brother, a disabled Veteran with a serious mental condition, reached a point where he no longer could handle his small pension. Because of this, I was named as his conservator and trustee. Before I hired Eboni, there were mountains of papers in my office. The business and health correspondence had become a major problem. Overwhelmed by the constant VA, OPM, and Social Security correspondence - including hospital bills he could not afford to pay; credit card debtthat reached in the tens of thousands of dollars. My fear was not living up to the standards and expectations of a conservator and trustee. Thankfully, Eboni got me caught up on late annual financial reports - past due for 2017, 2018, 2019. Thank you, Eboni, for getting me back on track and handling financial matters. You have been a blessing. Billy" More...

19 January 2019

"TFMS has enhanced my business efforts and helped me move into the next level of my entrepreneurship! Their business bookkeeping services have identified my expenses, highlighted my income, and have organized and re-strategized my operations. In addition, their coaching efforts have helped me to realize the value of my services, motivated me to maintain a higher profit margin, and highly encourage me to step outside of my comfort zone to reach my full potential as a motivational speaker, empowering trainer and influential strategist.  TFMS is not only an valuable asset to my company but a VIP in my life!"

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Q&As

No company is in business to loose money, therefore, I absolutely love having the opportunity to help as many business owners understand their financial picture, see their financial potential, and develop success for their business financial wellbeing.

After working in the banking industry for more than 15 years, over the course of time, I’ve come across several business owners who were good at whatever their profession, but needed assistance and guidance when it came to the management of their business financial wellbeing. However only being able to offer bank products and meeting with clients one to two times a year wasn’t enough. I wanted to be of service full time where my work could not only be beneficial, but also consistently measured. I wanted my work, my efforts to count for something.

Providing both bookkeeping and coaching services to business owners has been so fulfilling because I am able to review, help plan and execute their goals.

If you’re looking for a bookkeeper and or coach who is trustworthy, has good work ethic, and who’s core values are integrity, accuracy, and reliability, then Trinity Financial Management Solutions is the business you’re looking to work with.

Services

TFMS specializes in and utilizes QuickBooks online services to conveniently manage your business finances and bookkeeping.

Whether you’re pursuing to become a new business entrepreneur, or you already have an established business, it is absolutely beneficial to receive guidance, coaching, and insight from a business coach.

Work closely with a Trinity Financial Management Solutions coach to plan, strategize, and manage your business successfully. Let the TFMS coaching team help your business WIN!