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Business Services


Whether you’re faced with the decision to invest in future resources, optimize existing resources, or assess if your existing resources are mitigating the risks and expectations of the market, Trellis Advisors takes the guesswork out of the equation and provides you the flexibility to meet the needs of your business.

Without the right team in place, critical business functions can be a distraction.

Trellis Advisors disencumbers growing companies from the time-consuming and costly activities associated with hiring, training, and developing a talented team of professionals. Our team provides Business Development, Finance, HR, Marketing, and IT Services, in order for your company to scale, maximize your returns and focus on what you do best.

Our Services


Accounting and Finance with Tech Industry Prowess

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As a business grows, so grows its need for fiscal management and reporting. Our finance team knows what it takes to create a set of processes and procedures to help a company scale up; particularly high-tech software and services companies.

To help your company grow and build value, we provide the following Financial Services:

  • Financial Modeling, Budgeting, and Planning

  • Accounts Payable and Receivable

  • Treasury/Cash Management

  • Financial Reporting and Consolidations

  • International Accounting

  • Business & Financial Planning Analysis

  • Taxation Services

  • Auditing Services

  • Monthly, Quarterly, and Annual Closing Procedures

  • Cost and Project Accounting

  • Sales Staff Compensation

We take the worry, and the distraction out of the equation so your senior management can focus on growth.


Hiring: We’ll step right in and help write and post job descriptions, vet candidates, screen, reference check, and negotiate offers. We also provide interview training and coaching

Benefits: Employees have access to a broader selection of healthcare benefits and large group rates. We also provide benefits professionals who can answer employee questions and help them make the right insurance decisions.

Culture Building: Our HR professionals can help identify the best in a company’s employees as well as offer insights, training, events, and programs to help build a grow positive, energetic company culture.


Compliance: Our HR professionals are knowledgeable about employment laws that can have an impact on hiring, promoting, and separation.


Recruit and Retain Top Talent for Growth

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Our HR team will assist with administrative tasks, provide access to better benefits, and work to reduce liabilities. Our dedicated HR professionals will support you with your day-to-day HR needs. Our goal is to take the burden off you so you can focus on what you do best…growing your business.



Technology Infrastructure and Support that Grows with You

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Technology can either be a tremendous productivity enhancer or an epic battle of man vs. machine for lean companies focused on growth. Our IT Team addresses one of the biggest challenges facing growing businesses…IT Infrastructure.

Here are just some of the services we provide to our clients:

  • Digital Transformation

  • DevOps and Agile development practices

  • AI and ML best practices and adoption

  • Big Data and IOT

  • Cloud Platform adoption

  • Business Continuity

  • Security

  • Business Communications

Our team not only knows technology but has an intimate knowledge of IT Software and Services companies, our clients can reap the rewards of a solid, business-building, technology back-bone.



4533 MacArthur Blvd, Suite 5068

Newport Beach, CA 92660

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