More clarity, less financial friction.
Business owners need current financial information, but recurring bookkeeping can compete with the work of running the business. When records fall behind, reports become harder to trust and useful questions arrive too late.
Practical support built around the records.
- Transaction categorization
- Bank and credit-card reconciliation
- Monthly Profit & Loss, Balance Sheet, and Cash Flow reports
- Client questions about unclear transactions
- Monthly review, close, and report delivery
A clear process from start to finish.
- 01Client provides the requested records and access.
- 02TrueBooks organizes, categorizes, and reconciles the books.
- 03TrueBooks reviews and delivers the monthly reports.
A more usable financial picture.
- Current, organized monthly records
- Profit & Loss, Balance Sheet, and Cash Flow reporting
- A recurring review and reporting rhythm
- A clear place to bring bookkeeping questions
Shared information keeps the process moving.
- Requested business records
- Approved accounting or QuickBooks access
- Responses to client queries when clarification is needed
A practical fit for the right business stage.
For business owners who want dependable monthly books and reports without managing every recurring bookkeeping task themselves.
Useful answers before the conversation.
What does the $250 monthly service include?
It includes transaction categorization, bank and credit-card reconciliation, monthly Profit & Loss, Balance Sheet, and Cash Flow reports, client queries, review, close, and report delivery. The accounts and start date are confirmed during consultation.
Is historical cleanup included in the monthly price?
No. TrueBooks reviews the existing books during onboarding. If earlier periods need cleanup or catch-up work, that work receives a separate scope and price before it begins.
When will I receive my reports?
The monthly reporting schedule is agreed during onboarding and depends on receiving the records and answers needed to close the books.
Is tax filing or payroll included?
No. Those are separate services with scope confirmed before work begins.