Accounting Services
You're numbers are the backbone to your business
Do this right and you'll earn more and save more in taxes.
Accounting Services
You're numbers are the backbone to your business
Do this right and you'll earn more and save more in taxes.
Get a handle on the numbers of your business
There is so much more that comes with keeping a business running, let alone just the accounting. Accounting itself has a lot of moving pieces. And if they don't come together right, it's a messy headache.
There's a time when all business owners/investors do their own accounting with shoeboxes and spreadsheets, but they must know when to realize they need to hand it off to make it to the next level.
Let us take over core accounting functions, so you can get back to growing your business.
Saving time & money
You get to focus on what you do best which is run your business or investment portfolio. We do what we're best at, keeping true numbers for your operation.
Whether you want to file your taxes, get a partner in your business, get a loan, sell your business, you will need accurate books.
We're excited to work together.
Step 1
Apply to work with us
Complete the form on this page and our office will reach out to ensure we are a good fit.
Step 2
Onboarding
If we are a fit, we will onboard and collect all of your information required for your selected services.
Step 3
Implementing
After onboarding, we execute on the services you've chosen and are here to grow with you.
We're excited to work together.
Step 1
Apply to work with us
Complete the form on this page and our office will reach out to ensure we are a good fit.
Step 2
Onboarding
If we are a fit, we will onboard and collect all of your information required for your selected services.
Step 3
Implementing
After onboarding, we execute on the services you've chosen and are here to grow with you.
This is the most underrated tax strategy
Don't leave your financial success to chance – without a solid grasp of your numbers, tax time can be daunting. Let us take the reins, maintaining your books and providing you with monthly, crystal-clear reports, so you can confidently navigate your tax obligations. Please note, this invaluable service is designed to complement another, forming a powerful duo that supercharges your financial acumen – it's the secret weapon your business can't afford to miss out on.
Not ready? - Learn about other ways we can help your business
If you're just getting started or aren't ready to scale your business or portfolio, check out our Tax Smart Insiders TM Community, where you can get tax advice from our team at a fraction of the cost of one-on-one tax choaching!
If you’re a high-net-worth individual with a large portfolio, syndicate, fund, or real estate investment company with specialized needs, check out our customized services.
Plans Starting at
$700/month
FAQs
How much do your services cost?
Our different services range from $1,497 to $6,750+ for each individual service. Tax preparation fees may be larger but will depend on the complexity of each specific return (industry, amount of partners, complex financials, etc.)
What is the difference between Tax Advisory and Tax Preparation?
Tax Advisory is where you strategize and put a plan in place for your taxes. This is done through a series of phone calls and deliverables to ensure every area of your tax situation is covered. Tax Preparation is the compliance portion of your taxes. Preparing and filing your actual tax returns with the federal and state agencies.
Does your advisory service include tax preparation?
No, it does not. Tax Advisory and Tax Preparation are sold separately.
I may only need tax preparation right now, am I an ideal client?
Yes, you could be. If your tax returns are more complex than the average, having someone specialized in your industry is beneficial. We have other opportunities to receive advisory level services.
How can I ensure a smooth tax preparation process?
Our Tax Preparation fees assume your accounting work is complete and accurate. This means a Profit & Loss Statement and Balance Sheet if you’re a business. If you need help with Accounting, we have an Accounting service to assist you!
Will you help me find tax deductions?
As part of our Tax Advisory service we will help identify what expenses you currently should be deducting given your current structure, as well as potential deductions for your business. As a rule of thumb, always start with what you’re currently spending money on as a potential deduction.
I now feel confident and stress-free during tax time
“I cannot express how grateful I am to TrueBooks. As a busy entrepreneur, I used to dread tax season and the uncertainty it brought. However, they meticulously reviewed my financial situation, identified often overlooked deductions, and implemented a tax-saving strategy tailored to my specific needs. I now feel confident and stress-free during tax time, knowing that I'm taking advantage of every available opportunity to save. TrueBooks has not only saved me money but also provided me with valuable financial insights that have positively impacted my overall financial planning. I highly recommend their services to anyone seeking to optimize their tax position and secure a brighter financial future.”
-Jane Johson, Business Owner
We were pleasantly surprised by the substantial savings we achieved
“Working with TrueBooks has been a game-changer for our business! They helped us navigate the complexities of tax regulations, allowing us to decrease our tax liability significantly. We were pleasantly surprised by the substantial savings we achieved, which freed up resources to reinvest in our growth initiatives. Their personalized approach and proactive strategies have undoubtedly made a positive impact on our bottom line.”
-Julie Smith, 6-Figure Business Owner
A++++
“Our experience with TrueBooks has truly revolutionized our business operations! Their expert guidance in navigating the intricate landscape of tax regulations has resulted in a remarkable reduction in our tax burden. We were pleasantly taken aback by the substantial cost reductions we attained, enabling us to redirect resources towards fueling our expansion endeavors. Their tailored methods and forward-thinking tactics undeniably contributed positively to our financial performance"
-Rod Johnson
We highly recommend TrueBooks!
"TrueBooks has been a game-changer for our company, transforming the way we handle our finances. Their expert guidance in maneuvering through complex tax regulations has led to a significant decrease in our tax expenses. We were pleasantly surprised by the substantial savings we achieved, allowing us to allocate more resources towards our growth initiatives. Their personalized approach and proactive strategies have unquestionably boosted our financial well-being."
-Zane Simpson
WOW, Truly Surprised
“TrueBooks has been an invaluable partner in managing my tax needs. Their service stands out with its user-friendly approach, making tax management accessible for both seasoned professionals and newcomers. The commitment to accuracy is evident in every aspect, ensuring precise calculations and compliance with the latest tax regulations. TrueBooks doesn't just provide a service; it offers a comprehensive solution that instills confidence in the accuracy of my financial reports and statements. The responsive customer support team adds another layer of assurance, making TrueBooks my top choice for reliable, efficient, and user-friendly tax services. I highly recommend TrueBooks to anyone seeking a trustworthy ally in navigating the complexities of taxation for financial success..”
-Jane Smith, 6-Figure Business Owner
We help Investors & Entrepreneurs pay less taxes.
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