Accounting & finance

Tier 1: Bookkeeping

Accurate financial foundation

  • Transaction processing

  • Account reconciliations

  • Payroll coordination

  • Monthly financial statements

Tier 2: Controller Services

Financial leadership & accountability

  • Month-end close oversight

  • Budget vs. actual reporting

  • Cash flow forecasting

  • Process improvement

  • Regular review check-ins

Tier 3: Fractional CFO

Strategy, forecasting, & growth

  • Decision support

  • Strategic planning & modeling

  • KPI monitoring

  • Financial analysis

  • External partner support

Fee structure

The True Financial fee structure is flexible to align with the size, complexity, and needs of each client. Many projects warrant a flat-rate fee, while an hourly fee is more appropriate for others. In every instance, True Financial will collaborate with our clients to arrive at an agreed-upon fee structure and scope of services prior to any work being performed.

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