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    Trike Financial

    5.0 (7 reviews)
    Open 9:00 am - 5:00 pm

    Services - Trike Financial

    Bookkeepers

    Business filing for current tax year

    Individual filing for current tax year

    7 More Services

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Payroll services

    Audit and conflict resolution support

    Tax planning

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    Carla Nespole

    Carla Nespole

    5.0
    (2 reviews)

    We contacted Carla at a time when we didn't know what we were going to do. A year into our business…read moreand a manual bookkeeping system needed to be organized and converted into a legible Quickbooks file (does that even make sense? See why I need Carla?!). Carla came into our disorganized and panicky situation and calmly, efficiently, and professionally organized our books into beautiful, coherent data. We are now wrapping up our second year and Carla has us on track to - wait for it - turn in our taxes to our CPA early! Yes, she can create these kinds of miracles for you, too. In addition to being a Quickbooks wiz, Carla Nespole is also extremely trustworthy, reliable, punctual and smart. Do yourself and your business a favor and reach out to Carla immediately.

    I can't believe I am the first to review, but glad to break the ice…read more I've been through a few bookkeeper/Quickbooks specialists, and through no fault of theirs, they just could not help me the way I needed to be helped. As a result my books were a mess and tax-time was a nightmare. Carla instantly "got" that I wasn't ever going to be organized the way most people are organized, and helped me work out a few simple systems that even a creative type like me can live with. She's also the first to really wrap her head around what is going on with my quirky business on a day-to-day basis. She's methodical, prompt, focused, and professional, but at the same time curious and extremely flexible and willing to adapt to how I work. I really, really REALLY appreciate that. We meet monthly, go over the books, and I actually enjoy the process, whereas before (and I am not exaggerating) I would have rather had a root-canal. Seriously. Also, I no longer dread tax-time (well, I do... but a lot less) and have completely released all of my bookkeeping-based anxiety. Ahh!

    A Reliable Bookkeeping Service

    A Reliable Bookkeeping Service

    3.4
    (5 reviews)

    They definitely expressed over the phone how well they know their stuff and with use of QBO. Fast…read moreforward 3 years down the road, where I have always had questions on my business like "hey I wish all of that money was in my account because I sure look good on paper and on my P&L?" I was able to find areas like I know that I paid $80k in workers comp and the P&L only showed $20K. But that was the extent of where I could help when they were off and they always assured me everything was CORRECT. I paid both workers comp premiums on their assurances as well as my yearly taxes. I finally gave up and terminated services and found another bookkeeper and boy, have they found significant errors such as payroll wages being under reported, W3's not matching. Wages for out of state workers not being reported and members of Cal Savers stuck in limbo and not receiving their funds. I have tried to personally reach out to both the owner and my bookkeeper but both have not taken the matter seriously. I am up to about $10,000.00 so far in reconcile and need to amend returns and pay for those also. Please, please, steer clear from this company. They are deceitful, incompetent and lack common courtesy when you have an issue. Now to find out even worse that they will cost you so much in the long run. I am writing this to hopefully help others when believing and trusting in firms to keep your books straight. A lot can go very wrong. Choose wisely.

    This business provides competent bookkeeping services, but my experience was that they were not up…read moreto speed with technology, such as Zoom meetings, securely uploading and downloading information. In addition, although they were able to download Quickbooks data from financial institutions, they advised that they still entered the data manually, as the bookkeeper believed that this was faster. Since they bill by the hour, this was problematic from my point of view. The owner seemed to be a bit intense, and with the billing in particular. They seemed to expect that invoices be paid within 10 days of mailing. Starting on the 11th day, they would send dunning emails and letters, for relatively small invoices. It was a curious experience, and a bit frustrating. They seemed like nice people, but they did not meet my expectations.

    Trike Financial - bookkeepers - Updated July 2026

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