What We Do

What we do for our clients:

Tri-Cap Financial Services, Inc. is a boutique professional services firm helping accounting and finance organizations of small to mid-sized companies leverage technology to expand bandwidth and solve their most complex challenges.

Through deep knowledge and collaboration with our clients, we not only identify but resolve the technology issues that can negatively impact their organization.

How we do it:

Our Process Includes:

Our services cover 3 broad areas:

Application implementation and optimizations

Business Process Review and Solutions


Staff Training, Development, and Augmentation


Evaluate Current System(s) & Processes

Assess Needs

Future State Design

Project Management

Change Management

System Design & Deployment

Training

Post Implementation Support

Data Governance

Standard Operating Procedure

Who we serve:

  • Manufacturing

  • Financial Services

  • Food & Beverage

  • Freight & Packaging

  • Distribution

  • Healthcare

  • Industrial Products