Business Details
7 Years
experience
Affordable Bookkeeping & Payroll Services in Malvern, PA
Founded in 2019 by Heather and Laura, Trifecta Payroll Services was established to address the growing need for personalized financial solutions for small and medium-sized businesses. With over two decades of combined experience in accounting, finance, and management across healthcare, pharmaceutical, advertising, and real estate industries, our team delivers accurate bookkeeping, payroll processing, and accounting services tailored to each client's unique needs. We prioritize affordability, reliability, and individualized service, leveraging our expertise to help businesses streamline financial operations, ensure tax compliance, and focus on growth.Our locally owned and operated offices in Malvern and Havertown, Pennsylvania, provide direct access to experienced professionals committed to eliminating the frustrations of automated or offshore payroll providers. By maintaining up-to-date knowledge of tax regulations and utilizing industry-leading technology, we safeguard clients from penalties while offering strategic financial insights that drive long-term success.
Services
Bookkeeping
Payroll Services
Accounting
Financial Analysis
Tax Filings
Details
- Year established: 2019
Highlights and features
- We offer 20-50% cost savings over major payroll providers through customized pricing
- Our team provides personalized service without call centers or automated systems
- We guarantee accurate payroll tax filings with liability assumption for errors
- Our professionals have 20+ years combined experience in finance and accounting
- We operate with full transparency and local market expertise in Pennsylvania
Services
Bookkeeping
Our bookkeeping services manage daily financial transactions including accounts payable/receivable, bank reconciliations, payroll processing, and financial reporting. We ensure accurate record-keeping for informed business decisions while maintaining compliance with financial standards. Clients receive customized reports and strategic insights to optimize cash flow and operational efficiency.
Payroll Services
Full-service payroll processing includes tax calculations, direct deposits, W-2 preparation, and compliance with federal/state regulations. Our system handles complex pay structures and automates tax filings while assuming liability for errors. Employees access pay stubs through a self-service portal with 24/7 online and mobile access for employers.
Accounting
Comprehensive accounting services cover financial statement preparation, budgeting, depreciation tracking, and cost analysis. We provide detailed general ledgers, income statements, and balance sheets while offering strategic advice for business growth. Our team ensures accurate financial reporting for management decision-making and regulatory compliance.
Tax Compliance
We manage all tax-related obligations including payroll tax filings, ACA reporting, and new hire notifications. Our experts stay current with changing regulations to prevent penalties while handling tax deposits and resolving agency notices. Clients benefit from automated compliance features and liability protection for filing errors.
Financial Consulting
Strategic financial consulting includes cash flow planning, budget preparation, and operational efficiency analysis. We offer customized solutions for business growth, tax optimization, and financial health assessments. Our advisory services integrate with bookkeeping and accounting functions to provide holistic financial management.
People
Heather
Co-Founder
Co-founder Heather brings 20+ years of accounting and finance experience from healthcare, pharmaceutical, and real estate industries. She graduated from Albright University with a degree in International Business and specializes in financial operations and client relations.
Laura
Co-Founder
Co-founder Laura holds an MBA in Finance from LaSalle University and bachelor's degree in Business Marketing & Management from Penn State. With expertise in accounting systems and business strategy, she focuses on process optimization and compliance management for TRIFECTA clients.
Questions
What accounting software do you integrate with?
Our system integrates with popular accounting software platforms to maintain synchronized financial records and streamline workflows for business owners.
How do you ensure payroll tax accuracy?
We use industry-leading payroll technology with automated tax calculations, liability assumption for errors, and real-time compliance updates to prevent mistakes and penalties.
Can I get customized pricing for my business?
Yes, we provide tailored pricing based on your specific business needs without unnecessary add-ons, typically saving clients 20-50% over major providers.
Do you handle year-end tax reporting?
We prepare and file all required year-end tax forms including W-2s, 1099s, and quarterly filings while resolving any agency notices related to our processing.
How do I access payroll information?
Employers and employees access payroll data through our online portal and mobile app with features for pay stubs, tax documents, and real-time account management.
