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  • Menu of Services


    INDIVIDUALS, BUSINESS, AND NON-PROFIT ORGANIZATIONS

    General tax & accounting services

  • Tax return preparation & consulting
  • Accounting
  • Bookkeeping
    Preparation of 1099's


  • Forward looking, value-added

  • Business consulting
  • Accounting system selection
    QuickBooks installation and advise
  • Business set up and choice of entity consultation
    Business strategy & budgeting
    Cash management and cash flow improvement
    Sustainability consulting & reporting
    Change management and implementation
    Custom metrics
  • Greenhouse gas inventory management
  • Quantitative & qualitative sustainability classes
  • Tax planning and estimated payment schedules
  • Global Reporting Initiative (G3) sustainability reports
  • The Natural Step (TNS) sustainability reports


  • (These are good times to meet with TriLibrium)



    Buying or selling a home
    Buying, selling or exchanging property
  • Buying or selling a business
    Retirement or college financial planning
  • Sabbaticals
  • Marriage
  • Civil Unions
    Birth of a child
    Divorce
    Death
    Estate and trust planning

  • pro advisors