For roofing and contractor companies with one owner who want to know where the money went.
Trinity is a done-for-you finance team for contractors. In 30 days you know which jobs made money and what to set aside for taxes, without doing the bookkeeping yourself.
Free call. No setup fee. Month to month, cancel any time.
Cash in and out
Signals
Trinity screens with example data for a fictional company.
Our first client, shared anonymously
Roofing company, Georgia, 15+ employees. Individual result, not typical.
What is Trinity?
Trinity is a finance platform plus a team that runs it for you. It lets you see profit, cash and taxes for your company without doing the bookkeeping yourself.
We get there by connecting your bank accounts, setting up rules for how your business works and checking every transaction each week... without you typing in receipts at night.
And as a result... you make decisions on real numbers, and you get your evenings back. That is what Trinity is for.
Profit & Loss
Cash flow
Taxes
Example data for a fictional company. Tax figures are estimates for planning.
Why I built it.
Before I built Trinity, I worked as a finance director at a US virtual assistant agency.
Every day I was inside the books of American companies... reports, reconciliations, month-end closes.
And I kept seeing the same thing. Contractors with strong revenue who could not tell where the money went.
So I built the tool I wished they had. That tool is Trinity.
Would it surprise you to learn that our first client, a roofing company in Georgia, now sees $910K of revenue and 67 active jobs in one place... with tax estimates calculated automatically?
Client result, shared anonymously. Individual result, not typical.Skeptical?
You should be.
After all, you should not believe everything you read online.
So here is what I can tell you honestly.
I have the benefit of working as a finance director with the books of US companies.
Trinity is not a CPA firm. We do not file your tax returns. Our tax numbers are estimates for planning, and your CPA makes the final call.
Your results depend on your business, your records and how quickly you answer our questions. The result on this page is one client's result, not a typical one.
It takes some effort at the start. You connect your bank accounts and tell us how your business works. If you are not willing to do that, this is not for you.
Check it for yourself
We are a new company, and we are not going to fill this page with reviews we don't have yet.
Instead, book a free 30-minute call.
I will show you Trinity with example data, ask how you track jobs and cash today, and tell you honestly whether it fits your company.
If it does not fit, you leave the call with a clearer view of your numbers anyway.
30 minutes on Google Meet. No commitment.
Why this is different
We don't focus on turning you into a bookkeeper.
We don't focus on another app you have to learn.
We don't focus on a report you get once a year in April.
We don't focus on tax returns. Your CPA does that.
We don't focus on pretty charts that don't tell you what to do.
In fact, we rarely, if ever, ask you to type in a transaction.
Instead, we connect to your bank, sort every transaction with rules built for your business, and check the books every week.
Trinity takes these off your plate:
And it frees you to do what you are good at: selling work, running crews and finishing jobs.
The old way
Here is what running the numbers usually looks like. If you own a roofing company, you will recognise it.
That loop keeps good companies stuck. It is not your fault. The method was the problem.
My story
As a finance director at a US virtual assistant agency, I worked with the reports of American companies every day.
The common advice for small companies was simple: get QuickBooks and an accountant, and you are covered.
But the contractors I saw had both... and still could not answer a simple question. Did we make money last month?
[ADD: why you chose contractors, in your own words]
So I started building Trinity. Alone. Design, backend and frontend, for eight months.
[ADD: the hardest part of those eight months]
Our first client was a roofing company in Georgia.
Today they see $910K of revenue and 67 active jobs in one place, with taxes estimated automatically.
Individual result, not typical.That's why I created Trinity.
The myth
There is a myth out there that software plus a yearly accountant means your finances are handled.
Well, sometimes it is true.
But if you want to know this month which jobs make money, it is almost never the answer.
Software only works when someone keeps it up to date. And the accountant looks back, once a year.
The most common mistake is reading the bank balance as profit.
Deposits for jobs you have not finished. Taxes you have not paid. Crew you still owe. It all sits in the same account... and it all looks like money you made.
There are two types of contractors out there.
There are owners who do the books themselves at night, and there are owners who want the numbers handled so they can run the work.
The first type spends Sunday afternoons in QuickBooks. It is not your fault. The method was the problem.
If you are the first type, keep going. Book a free call anyway, and I will show you what to track. If you are the second type, let's set it up for you.
Why now
Banks now share transaction data automatically, every day.
That means a 15-person roofing company can have the same daily view of its numbers that big companies pay a finance department for.
Trinity is built on that change.
We look at how you run jobs and money today. (You find out if it fits, with no commitment.)
We connect your bank accounts and build rules for your business. (Included in every plan, no setup fee.)
Our team checks and sorts your transactions every week. (Your books stay clean without you.)
Profit, cash, jobs and tax estimates in one place. (You decide on real numbers, not the bank balance.)
Those are the 4 steps to knowing where your money went. We set up everything with you, step by step.
The promise
Once you use Trinity, keeping the books is something you stop worrying about.
That is how simple it is, for an owner who is busy running crews.
Connect your accounts, answer our questions, and you get clean numbers every week. Not a guess. A method.
Here is what you get inside Trinity:
Included with every plan
We connect your accounts, build your chart of accounts and set your auto-sort rules with you. No setup fee on any plan.
Before you pay anything, we look at how you track money today and tell you honestly whether Trinity fits.
No contract
Trinity is month to month. There is no long-term contract.
If it is not for you, email system@trinity.ceo and cancel any time. Cancellation takes effect at the end of your current billing period.
Monthly plans are not refundable, including for the current month. If you cancel, you keep access until the end of that month.
Yearly plans come with a full refund in the first 30 days. After that, you keep access until the end of the paid year.
And before you pay anything, you get a free 30-minute call, so you know exactly what you are buying.
Questions
No. Trinity does not file tax returns or give tax advice. Our tax figures are estimates for planning. Your CPA makes the final decision, and you can give them access to Trinity.
Roofing and other contractor companies with one legal owner: sole proprietors, single-member LLCs and S-Corps with one shareholder. Employees and subcontractors are fine. Core fits a simpler sole proprietor or single-member LLC, and Scale fits an S-Corp or an LLC moving to one with several jobs at once. For larger companies we put together a custom plan.
Not yet. Trinity works with companies that have one legal owner: sole proprietors, single-member LLCs and S-Corps with one shareholder. Employees and subcontractors are fine. Companies with two or more owners, such as partnerships and multi-member LLCs, are not supported yet.
No. We set it up and our team checks your transactions every week. You answer short questions about transactions we cannot identify on our own.
Our goal is that within 30 days you know which jobs made money and what to set aside for taxes. It depends on how quickly your accounts are connected and your questions are answered.
No. Plans are month to month and you can cancel any time. You can also pay yearly. Yearly plans come with a full refund in the first 30 days.
Yes. You can invite people and give each one a role, so they see only what they need.
Yes. On every plan, Trinity forecasts your cash 30, 60 and 90 days ahead from upcoming bills, recurring payments, money still to collect from jobs and taxes, and flags the lowest point.
Pricing
Every plan includes the Trinity platform, custom financial setup and a team that checks your books every week.
Core
For sole proprietors and single-member LLCs with a simpler setup.
Billed monthly
Book my free callScale
For S-Corps, or LLCs moving to an S-Corp, running several jobs at once.
Billed monthly
Book my free callLarger company, or need reports for your bank? Tell us what you need and we will put together a custom plan.
A full-time in-house accountant costs roughly $4,000 to $6,000 a month in salary alone (our estimate). Trinity starts at $800 a month, with setup included.
Free discovery call first. No setup fee. Month to month, cancel any time.
Your call
Roughly $4,000 to $6,000 a month in salary (our estimate), plus the time it takes to hire and train them.
Read the bank balance during the year, and review the numbers with your accountant in April.
Trinity starts at $800 a month, setup included, no contract. Your books get checked every week from the start.
Free call. No setup fee. Month to month, cancel any time.
See you on the call,
Raim Yestayev
Founder, Trinity
P.S. If you only read the bottom of the page: Trinity is a finance platform plus a team that keeps your books clean every week. It starts at $800 a month, setup is included, there is no contract, and the first step is a free 30-minute call.