Why We Are Building True Financial
We have some news to share, and more importantly, we want to share why it matters.
Beginning November 1, BT Advisors and True Financial joined forces under the True Financial name. Together we are building a team of finance leaders who care about the same things you do: faithful stewardship, clear numbers, and organizations that can pursue their goals with confidence.
In our experience, most organizations do not have a numbers problem. They have a clarity problem. Financial statements tell you what has already happened. The real value is understanding the story they are telling and using it to plan what comes next. If your financial strategy is looking at the bank balance and asking whether you can make payroll next month, that is stressful, and it does not have to be that way.
That is why this merger makes sense. Financial leadership comes in layers, and each one builds on the last. Bookkeeping tells you what happened. A controller helps you understand it. A CFO helps you figure out where to go next. Healthy organizations need all three, at the right time, working together. Too often leaders have had to piece that together from separate providers or various staff who do not know the whole story.
So we are bringing it together. True Financial offers bookkeeping, controller services, fractional CFO leadership, and strategic planning, delivered by one team that understands your organization and your goals.
Our newest team member and Client CFO, Whitney Emrich, CPA, is a good picture of what we are building. Her experience includes public accounting at PwC and serving as Vice President for Finance and Administration at Millsaps College. She has advised leaders, been in the board room, and led a finance office herself.
Here is what you can expect from us:
Clarity. Financial information you can understand and use, not just reports full of numbers.
Confidence. Strong systems, sound controls, and planning that help leaders and boards decide well.
Stewardship. Reserves are not about hoarding money. They are about protecting your people, your mission, and the integrity of your work.
Partnership. You need more than a bookkeeper. You need experienced financial leaders who understand your mission and help with the decisions that matter.
We will serve a mix of nonprofit and for profit organizations.
For current clients, the care you receive stays the same, and your team will walk you through any changes. What changes is the depth of the team behind you.
We would love to hear what you are working toward and how we might help. You can reach John at john@truefinllc.com, or Brad at brad@truefinllc.com.
John Jordan, CPA and Brad Tisdale, CPA
Partners, True Financial