Overview

Trilogy Federal provides financial management and IT consulting services to the U.S. federal government as a verified SDVOSB. Its work covers assessing and optimizing financial management solutions, migrating or enhancing systems to meet new requirements, and delivering data-driven reporting through Business Intelligence (BI) and Business Performance Management (BPM) tools. The company distinguishes itself through deep federal financial management expertise from a leadership team with over 60 years of combined experience, a practical, data-focused approach, and end-to-end support that aims for fiscal compliance and audit readiness. Trilogy’s goal is to help agencies achieve timely, reliable, and value-added financial reporting across programs of all sizes.

Simplify's Take

What believers are saying

• Jilee Rich joined as VP of Growth on August 28, 2025, leveraging 20 years VA expertise for partnerships.
• Aretha's 25+ years in financial management bolsters federal consulting capabilities since her directorship.
• Michael Sotak as VP strengthens operations and growth in Washington DC metro financial services.

What critics are saying

• Booz Allen Hamilton and Deloitte undercut SDVOSB pricing on federal IT contracts within 6-12 months.
• Jilee Rich's growth efforts yield no new contracts in saturated market within 12-24 months.
• 2025 NDAA audit mandates expose scale gaps versus Grant Thornton within 18-24 months.

What makes Trilogy Federal unique

• Trilogy Federal delivers flexible financial management consulting for federal fiscal compliance and audit readiness.
• SDVOSB status founded in 2009 enables access to set-aside contracts in financial management and IT.
• Leadership boasts over 60 years combined experience in federal financial initiatives and system migrations.

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