Affordable. Reliable. Service. Experience the TRIFECTA difference!
Our Story
The Founders of Trifecta Bookkeeping, Accounting & Payroll Services, Heather and Laura, have a story that dates back to 1995 when they first met and became friends at St. Basil Academy in Jenkintown, PA. Their friendship evolved over the years, both graduating from different colleges - Heather from Albright University with a bachelor's degree in International Business, and Laura from Penn State University with a bachelor's degree in Business Marketing & Management. Their professional journey took them through various accounting and finance roles within multinational software companies, healthcare, pharmaceutical, advertising, and real estate industries. Laura also earned her MBA in Finance from LaSalle University in Philadelphia.
As they navigated their careers, they often shared their frustrations with the corporate world, longing to escape the hustle and bustle of the rat race. Their talks about starting their own business eventually materialized when they realized an opportunity to leverage their combined expertise in accounting and finance, along with their exceptional people skills, to provide personalized services to other business owners. A conversation with an acquaintance in the insurance industry inspired them to create a payroll company that prioritized exceptional customer service. They sought to differentiate themselves from larger corporations by offering tailored pricing and personalized support to small and medium-sized businesses.
Our Mission
At Trifecta Bookkeeping, Accounting & Payroll Services, our mission is to ease the minds of busy business owners by providing personalized, reliable, and affordable bookkeeping, accounting, and payroll services. We strive to empower entrepreneurs to focus on growth and success, while we handle the financial and administrative tasks. With our expertise and dedication, we aim to navigate the complexities of financial management, ensuring that our clients' finances are accurately recorded, taxes are timely filed, and compliance is ensured.
Bookkeeping & Accounting
As a trusted partner, we provide accurate bookkeeping and financial analysis, helping business owners make informed decisions. Our services include:
- Accurate bookkeeping and financial analysis
- Financial statement preparation
- Budgeting and forecasting
- Tax planning and preparation
- Financial reporting and analysis
Payroll Services
We specialize in accurate and timely payroll processing, ensuring compliance with federal, state, and local tax agencies. Our payroll services include:
- Accurate payroll and tax filings
- Payroll processing and payment
- Employee benefits administration
- Compliance with changing regulations
- Tax deposit and filing
Our Advantage
At Trifecta Bookkeeping, Accounting & Payroll Services, we pride ourselves on providing personalized service, tailored pricing, and exceptional customer support. We are a local, family-owned business, operated from our offices in Malvern and Havertown, PA. Our team of experienced professionals is dedicated to understanding the unique needs of each client, providing guidance and support every step of the way.
Get Started Today
With Trifecta Bookkeeping, Accounting & Payroll Services, you can rest assured that your financial and administrative tasks are in good hands. Our team is committed to delivering exceptional service, ensuring that your business has the financial stability and security it needs to thrive. Contact us today to schedule a free consultation and discover the Trifecta difference.
Overview of Reviews
The reviews for Trifecta Payroll, Bookkeeping & Accounting Services are overwhelmingly positive, with all reviewers giving 5-star ratings.
Positive Experiences
Efficient and Reliable Service
Reviewers praise Trifecta for their efficient and reliable service, highlighting their ability to handle bookkeeping, accounting, and payroll needs quickly and correctly. They also appreciate the personalized service, being able to deal directly with decision makers and receiving immediate answers to their questions.
Highly Recommended
All reviewers highly recommend Trifecta, citing their trustworthiness, responsiveness, and pleasure to work with. They also appreciate the financial reports prepared by Trifecta, which are helpful for their board meetings.

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