Our Work

  • Investment Management Services

    State of North Carolina Treasurer

    Investment management outreach efforts throughout North Carolina, delivering financial advisory services/consultation to public hospitals, health districts, universities, and local governments.

  • Global Treasury System Implementation

    UPS Global

    International treasury, shared service centers (A/P, A/R, Payroll), and enterprise treasury systems implementations

  • Fractional CFO

    Chatham Area Transit Authority

    Strategic financial support with the annual budget/capital planning cycle.

  • Fractional CFO/COO

    The Renaissance Companies

    Fractional leadership for a regional organization.

  • Virtual CFO

    FAHE

    Financial strategy and operations for a multi-entity nonprofit CDFI focused on rural economic development and equity.

  • Financial Consultant

    AWC, Inc.

    Annual budget and operational improvements.

  • “We now have a level of financial clarity we didn’t realize we were missing. TRMG's strategic approach helped us restructure our processes and make more confident decisions across our organization.”

    ★★★★★

    — The Renaissance Companies
    CEO/Founder

  • “TRMG brought structure and insight to our financial planning. Their guidance has been instrumental in improving our efficiency and positioning us for long-term growth.”

    ★★★★★

    — JMB Consultants, Inc.
    CEO

  • “The level of professionalism and expertise TRMG delivers is outstanding. They quickly identified key challenges and provided practical solutions that made a measurable impact on our organization.”

    ★★★★★

    — Statewide Healthcare
    CEO

  • "TRMG completely restructured our annual capital planning process that gave us insight into how our future service fees should be modeled. "

    ★★★★★

    — Chatham Area Transit Authority
    Board Chair

  • "TRMG has worked with us for years as our financial expert. The level of knowledge they have has been invaluable to our operations and nonprofit clients. "

    ★★★★★

    — Social Architects, LLC
    CEO/Founder

  • "TRMG has reshaped how we financially operate. Their recomendations helped us survived during the pandemic and we are still operating today."

    ★★★★★

    — AWF Online
    CEO/Pastor