You run your business. TriCore takes care of the numbers.
TriCore helps small business owners stay organized, understand their numbers, and make confident decisions.
Sound familiar?
- You're not sure how much profit you're actually making.
- Your books are messy, or always behind.
- Receipts and expenses are everywhere.
- Personal and business expenses are mixed together.
- You dread tax season.
- You don't have time to keep up with it all.
You're not alone. There's a better way.
Bookkeeping that keeps your finances clear
Accurate books. Organized records. Clear reporting.
Monthly Bookkeeping
Your transactions are recorded and categorized every month, so the numbers you look at reflect what actually happened.
Reconciliations
Bank and credit card accounts are matched to your statements, so the balances in your books are the balances in the real world.
Month-End Close
A structured review is completed before your reports are finalized. Nothing is released until it holds up.
Financial Reporting
You receive a Profit & Loss and a Balance Sheet every month, with additional reports depending on your plan.
Behind or need a cleanup first?
Catch-Up & Cleanup
Prior months brought up to date, and agreed issues reviewed and corrected, before ongoing monthly service begins. Being behind is a normal starting point, not a problem to apologize for.
The result: clean books, clear numbers, less stress.
Support designed for different business needs
Simple starting points, customized to each set of books.
ESSENTIAL
- Monthly transaction categorization
- Bank & credit card reconciliations
- TriCore Month-End Close
- Profit & Loss + Balance Sheet
- Year-end reports for your tax professional
- Email support
GROWTH
Everything in Essential
- Additional activity & account capacity
- Loan reconciliation, when applicable
- Payroll reconciliation
- Quarterly TriCore Financial Review
COMPLETE
Everything in Growth
- Greater activity & account capacity
- Cash Flow Statement
- A/R & A/P Aging reports, when applicable
- Monthly TriCore Financial Review
- Priority support
Scoped and quoted per engagement, based on how many months are behind, transaction volume, and the number of accounts involved.
What determines your quote
Every set of books is different, so pricing follows the work rather than a list price. What moves it: the number of accounts and cards, monthly transaction volume, employees and payroll, loans, the payment platforms you use, and any additional services you need.
The consultation is where that gets sized. You'll have a clear proposal before anything begins — no surprises, and no charge for the conversation.
What's never extra: your monthly reports and email support are part of every plan.
Additional support when your business needs it
Any of these can be added to a qualifying plan, quoted on the scope, volume, and complexity of the work involved.
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Catch-Up Bookkeeping
Prior months are brought up to date so you can move forward with current, organized records.
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Cleanup Bookkeeping
Agreed bookkeeping issues are reviewed and corrected before ongoing monthly service begins.
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Accounts Receivable Support
Support for customer invoices, recording payments, and maintaining your receivable records.
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Accounts Payable Support
Support for vendor bills, payment tracking, and maintaining your payable records.
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Payroll Reconciliation
Your payroll provider's reports and the related bookkeeping accounts are reconciled, so payroll activity is reflected accurately in your books.
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Receipt & Document Management
Your supporting financial documents are kept organized and connected to the bookkeeping process.
A simple path to clearer books
A structured process, from the first conversation to monthly bookkeeping.
- 01
Initial conversation
A free 15–25 minute call. TriCore learns about your business, how your bookkeeping is handled today, and what support you actually need. No preparation required, and nothing to send in advance.
- 02
Your books are reviewed
Where applicable, your existing bookkeeping is reviewed so any catch-up or cleanup needs are identified before a number is quoted — not discovered afterward.
- 03
A proposal is provided
A clear proposal setting out the recommended service, the scope it covers, and the monthly investment.
- 04
Onboarding & organization
The bookkeeping process is set up, access is arranged, and any agreed setup or cleanup work is completed.
- 05
Monthly bookkeeping begins
Your books are kept organized, reconciled, and up to date through TriCore's monthly process.
Your first 30 days
Onboarding and any agreed cleanup happen first, so the first full month of bookkeeping starts from records that are actually in order. You'll know what's needed from you, and when — the requests are consolidated rather than arriving one at a time.
What to expect month to month
Questions are gathered and sent together rather than piecemeal. Your reports arrive after the month-end close is complete, not before. If something needs your attention, it's flagged in the delivery rather than buried in a report.
Hi, I'm Carolina da Fonte
I spent more than fifteen years inside finance teams before starting TriCore — most of it in Canadian federal government organizations, where the reporting had to be right and someone was always going to check.
I worked with Health Canada, the Canadian Space Agency, and Employment and Social Development Canada, supporting approximately CAD $5 million in departmental budgets and partnering with 3 Directors General, 4 National Directors, and 23 Managers on budget cycles, month-end close, and executive reporting. Earlier, in private industry, I worked at Videotron.
What I learned there is the reason TriCore has a written close process: when reporting is reviewed by people who depend on it, you stop relying on memory and start relying on procedure. Small businesses deserve the same discipline. They rarely get it.
I started TriCore because small business owners are making real decisions — hiring, pricing, whether they can afford the next truck — on numbers they aren't sure they can trust. That's a solvable problem, and it's the one I like solving.
I work with business owners in English, Portuguese, and French — not just for the first conversation, but throughout: your reports, your questions, and your monthly communication in the language you actually think in.
I'm based in Winter Garden and work with businesses across the Orlando metro, and remotely with clients elsewhere in the US.
Credentials
- QuickBooks Online Certified ProAdvisor
- Pursuing the Certified Bookkeeper (CB) designation
Education
- Completed all modules of the Canadian CPA Professional Education Program — accounting coursework. No professional designation is conferred by this program, and I do not hold one.
- Specialized Accounting Certificate — Université du Québec à Montréal
- Bachelor of Business Administration — Faculdade Integrada do Recife (Brazil)
Systems: QuickBooks Online · SAP · advanced Microsoft Excel
Languages: English (professional working proficiency) · French (fluent) · Portuguese (native)
Your financial information, handled properly
TriCore never asks for banking, payroll, or accounting passwords.
Not by email, not by text, not by phone. Where access is needed, it's arranged the way it should be — through an accountant or advisor invitation, or a separate user login you control and can revoke at any time.
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Your documents stay in one place.
Financial records are exchanged through a secure channel agreed at onboarding, not scattered across email threads.
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Encrypted in transit and at rest.
Access is limited to what the work requires, protected by multi-factor authentication, and backed up.
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Confidential by default.
What TriCore sees stays between us. Work performed for accounting and CPA firms is treated as confidential unless released in writing.
Common questions
What does a bookkeeper actually do?
Do you prepare tax returns?
My books are a year behind. Is that too far gone?
Do I need QuickBooks Online to work with TriCore?
What access do you need from me?
How is pricing determined?
Which languages do you work in?
Where are you located, and do you work remotely?
How do we get started?
Ready for clearer books?
Let's talk about where your bookkeeping is today and what support would actually help. The consultation is free, takes 15–25 minutes, and there's nothing to prepare.
- Phone
- (407) 824 8536
- (407) 824 8536
Winter Garden, FL — serving the Orlando metro locally and clients across the US remotely
English · Português · Français
What to expect: tell me a bit about your business and where your bookkeeping is today. I'll reply within one business day to set up a short call — 15 to 25 minutes, free, and nothing to prepare.