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Fractional CFO

Payroll

Controller

Bookkeeping

WHEN IT COMES TO YOUR BUSINESS FINANCIALS, DOES THIS SOUND FAMILIAR?

  • You struggle with monitoring and optimizing cash flow, leading to challenges in meeting financial obligations and seizing growth opportunities.
  • You lack the tools and expertise to conduct robust financial analysis, making it difficult to assess performance, identify trends, and plan for the future with confidence.
  • At tax time you miss out on valuable tax-saving opportunities or inadvertently trigger audits by failing to navigate the complexities of tax planning effectively.
  • You struggle to generate comprehensive financial reports that provide insights into your company’s performance, hindering your ability to make strategic decisions and secure financing.

OUR TRU FINANCIAL CLIENT PROMISE

TRU FINANCIALS

Always showing care and dependability with a focus on accuracy and watching out for our client’s best interest.

TRU SERVICE

Clients are always welcome to reach out with any need knowing they will get a prompt response & thoughtful reply.

TRU SOLUTIONS

We never stop looking for automation & integrations that can help our clients be more successful & efficient.

TRU RELATIONSHIPS

The perfect balance of dedication, organization & reliability combined with a fun, easy going work style.

TRU VALUE

Getting the exact solutions you need for your business currently and the ability to add on as you grow.

Whether you’re seeking comprehensive accounting services or assistance with essential bookkeeping tasks, our goal is to provide you with peace of mind. We tailor our services to meet your needs and adapt as your business grows, ensuring you have the support you need every step of the way.

IT’S TIME TO TRU UP YOUR FINANCIALS WITH TRU FINANCIAL SOLUTIONS.

Client Accounting & Advisory Services

Our Client Accounting and Advisory Services (CAAS) practice meets your financial demands by harnessing cutting-edge technologies to provide tailored accounting, financial, and operational support.

Client Accounting & Advisory Services

Our Client Accounting and Advisory Services (CAAS) practice meets your financial demands by harnessing cutting-edge technologies to provide tailored accounting, financial, and operational support.

CFO SERVICES

Budget creation and reporting, cash-flow analysis, financial forecasting, consulting, dashboards and KPI’s (key performance indicators), advisory

CONTROLLER SERVICES

Comprehensive month-end close, Account reconciliations, audit documentation preparation, cash management, financial reporting and audit, consulting, project tracking, expense management

ACCOUNTING SERVICES

1099 reporting, Accounts Payable, payroll processing and reporting, sales and use tax reporting, account clean-up and catch-up.

PROFESSIONAL BOOKKEEPING SERVICES

Transaction recording, bank reconciliation, basic financial management reports.

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Jennifer is a true help to us. She is great at her job and also offers advice, which is what we need.

5
Dean Heasley
Boro Business Lab
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This may sound bad as a business owner, but when it comes to business finances, I’m a scared little girl. Having Jennifer take over my books has been such a relief. I no longer worry if things are getting categorized correctly. My accountant LOVES how organized things are. Most importantly I can easily see where my business stands each month. #lifesaver

5
Britney Wilson
Cloud Cycle Marketing
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I started working with Jennifer a few months ago and have been thrilled with how she’s organized one of the weakest areas of my business. Having her as my bookkeeper has not only created peace and harmony with my financials, but I’m so grateful for the peace of mind too! She continues to exceed my expectations. Grateful for you Jennifer!

5
Julie Anna Melilli
Revelation Navigation
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Jennifer is an above and beyond bookkeeper that has saved me SO MUCH money and countless headaches. Her services have really freed me up to be able to focus on what I already know I can do to make an impact with others, and to stay where I am already a rockstar…. And because she absolutely loves what she does and feels like a rockstar doing that it’s made for a very pleasant relationship.

5
Joy Soliel
Soliel Venture

TRU SATISIFIED CLIENTS

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