Our Services

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Operational and Financial Planning & Management in today’s fast-changing economy requires organizations to be agile and to have key resources with multi-dimensional skills to respond quickly to new market opportunities or threats. Success requires the ability to set targets, combined with the ability to continually monitor performance and dynamically update planning assumptions and resource allocations on a periodic basis. This is what we do best at TechnoFi.

This philosophy brings us closer to manage elements of a business including people, process and technology where we have a deep expertise to be effective and influential in our clients' success. 

Your operations and business processes are fundamental to your company’s ability to deliver value to get you where you want to be. 

Evolving marketplace competition and digital technology disruption require companies to reimagine their operations and processes in a holistic way to stay ahead of competitors and drive desired business outcomes.

Our Business Advisory and Operational Excellence practice enable organizations to address these challenges by architecting and delivering world-class business solutions while acting as a key pillar in any successful business transformation.

Wealth Management & Estate Planning can help management investments and transfer wealth for personal and philanthropic goals. We focus on investment management and transfer of wealth, minimizing taxes, maintaining privacy, protecting assets and providing ongoing management of your affairs if you no longer want or are unable to manage them.

Our team at Technofi can help educate you and your family about trusts, and can carry out your estate plan as executor and trustee.

Having served many of our clients, we have the knowledge, resources and experience to handle trusts and estates with sensitivity and the highest level of professionalism.

 Managing HR can be a difficult task for small to mid-size companies, but it doesn’t have to be. While you focus on running your business, we’ll do your employee onboarding, process payroll, manage deductions, simplify time-tracking, establish and manage employee retirement plans (401K), help you get a handle on compliance, records and reports. We’ll streamline your processes related employment verification, onboarding, PTO approval and employee access to paystubs, W-2s and benefits info, so that, you can look like a large company without spending a lot on managing all things related to your employees. 

 Most companies spend a disproportionate of their time trying to file tax returns. Even then they can’t be 100% confident that they did everything right. Avoidable mistakes can end up costing hundreds or even thousands, in back taxes and penalties.

We help our clients understand their payroll and income tax requirements. Our tax advisory and preparation services give you access to a team of experts who can address your tax questions in a professional and practical manner consistent with the tax laws while providing opinions on various approaches for the correct amount of taxes.

Over time, we strategize with you and take the appropriate measures to avoid overpaying on your taxes.

In today's business environment, contracting, when it is done right, is a key ingredient that leads to success in business relationships. It is unfortunate that in business you don't get what you deserve, but you get what you negotiate for. This basic principal requires companies to formalize their relationship with customers and vendors in delivery of services and goods.

Many companies lack the expertise in dealing with master services agreements, statements of work, procurement agreements, and etc. This results in excessive legal fees.

Our goal with our clients is to focus and simplify their contracting needs. Our long years of expertise in business contracting and strategic sourcing will quickly allow you to nurture your old relationships and establish new ones quickly and profitably.