About
Trestle Alliance
At Trestle Alliance, financial clarity and personal connection go hand in hand. We believe that organized, accurate bookkeeping and transparent reporting form the foundation of every successful business. Our mission is to help business owners make informed financial decisions, maintain control of their company’s finances, and spend more time running their operations.
Trestle Alliance delivers reliable, down-to-earth financial management for businesses that need structure, strategy, and insight — not just data entry. From bookkeeping and budgeting to forecasting and financial reporting, every service is designed to give clients confidence in their numbers and peace of mind in their day-to-day operations.
We work with clients across industries, providing tailored solutions that grow and evolve with their businesses
Meet
Brett Conrad
Brett Conrad, President and founder of Trestle Alliance, established the firm to help businesses build strong financial foundations that support long-term success. With more than 20 years of experience, Brett has served as a controller, financial consultant, and Fractional CFO leading accounting system implementations, GL redesigns, process improvements, and financial reporting upgrades across multiple industries.
Brett’s services include:
He specializes in general construction (commercial and private), small businesses, and small manufacturing companies. Brett is passionate about uncovering the stories behind the numbers — modernizing outdated systems, redesigning general ledger structures for clearer reporting, and streamlining accounts payable and accounts receivable processes for greater efficiency and accuracy. Known for his strategic mindset and hands-on approach, Brett helps leadership teams make confident, data-driven decisions, advising on capital expenditures, pricing strategies, and operational improvements. He also mentors finance professionals, helping them build skills, understand the “why” behind the numbers, and grow into more confident contributors.
Education and Professional Background
- BS in Marketing, University of Central Florida, 2004
- MBA, Towson University, 2014
- Extensive experience with accounting systems, including QuickBooks, Total Service, and ComputerEase (Deltek)
Brett is a member of the Howard County, Central Maryland, and Carroll County Chambers of Commerce. He lives in Maryland with his wife, Shannon, and their youngest daughter, Parker. Outside of work, Brett enjoys yoga and pickleball as well as coaching local youth basketball and soccer teams.
Build a Stronger Business
With Trestle Alliance
Through Trestle Alliance, Brett continues his mission to
make accounting accessible, efficient, and empowering for every client.