Our Services

You deserve a CPA who does more than just manage the books.

Our services can help grow your business in a number of ways:

Accounting and Bookkeeping

Keep your books up to date so you’re never behind.

Lower tax preparation costs when your books are clean.

Create professional financial statements for loans, partners, and deals.


Review your prior year’s return to ensure you received every possible deduction.

Prepare and file your current personal and business tax returns in a timely manner.

Discuss tax saving strategies specific to real estate investors.

CFO Services

Set up business dashboards to view your Key Performance Indicators (KPI’s).

Help you understand the cash flow, strengths, and weaknesses in your business.

Figure out where to increase spending and where to cut costs.

"Using Truebooks CPA helped me save over $31,000 in taxes this past year."

- Andrew Schultz

Ready to Get Started?