Trilogy Partners

Trilogy’s mission is to help entrepreneurs implement their vision and make their companies more sustainable, resulting in financial freedom.  We believe in the spirit of entrepreneurship knowing that small to mid-sized businesses support our communities and will pay it forward.  We also believe in collaboration, so we built a team of qualified and committed industry professionals, known as Alliance Partners, to ensure that our clients are not alone in their efforts.

Our Alliance Partners give you practical guidance in Financials, Operations, Strategic Planning, Executive & Leadership Coaching, EOS® Implementation and Integrator Recruiting. We deliver high-touch personal service to align your vision, values, financial goals, strategy and people to take your organization to the next level. We are an extension of your staff in times when you need us the most.

We work with a wide range of companies, including engineering, construction, manufacturing, wholesale distribution, packaging, commercial cleaning, insurance, printing, food & beverage, professional services, and healthcare in Philadelphia, New Jersey and greater New York City. Our focus is on privately held, for-profit organizations with revenue between $5M & $150M.

Let’s get started! Take our free Trilogy Readiness Check to gain an honest understanding of your capacity to take your business to new heights.


We help you manage by the numbers offering Outsourced Bookkeeping and Fractional CFOs.


Trilogy Partners helps you implement a roadmap for your business to differentiate your services, mitigate risk, drive revenue, increase profitability and accelerate growth.


Trilogy Partners helps owners and executive leadership create accountable teams that achieve powerful results.

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Success Stories

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Recent Blog Articles

Let’s examine the power of choice as it relates to our business and personal lives. One of the greatest benefits of my business is that I get to work with talented people who are part of Trilogy’s Alliance Partner team. Our seasoned Alliance Partners deliver high-touch, quality, personal service to support our clients’ needs. I’m excited to share my thoughts on The Power of Choice written by Denise Yosafat, a member of our team. Making choices in one’s life can be daunting. I’ve seen people,...

Let’s look at some tactics for sustaining accountability within your organization. I’ve written before about the importance of Accountability. Everyone seems to know what it means in theory but putting it into practice is another story. Below are four key tips to sustaining accountability that organizational leadership must follow: Trust and trustworthiness – Trust is a two-way street: Being worthy of someone’s trust and taking steps to trust someone. One does not truly exist without the other....

Sales and workflow dashboards are a great way to keep employees on task while providing real time insights for management. That’s why I can’t believe I am admitting this, but I only recently created a sales dashboard for my company. Sales and workflow dashboards are a collection of data that provide an overview of the reports and metrics that you care most about. Don’t get me wrong, we use an EOS® Scorecard with metrics which we review each week. However, customizing a dashboard from the data...