True Balance Finance keeps your books accurate, your reports clear, and your tax season boring — so you can spend more time growing the business and less time wrestling with spreadsheets.
We founded True Balance Finance because too many small-business owners were handed a pile of reports they couldn't use. Our team pairs modern accounting tools with a human touch: we categorize transactions cleanly, reconcile every account monthly, and translate the numbers into decisions you can actually act on.
Whether you're a solo consultant, a fast-growing e-commerce brand, or a five-location service business, we'll meet you where you are — and build a finance function that grows with you.
Our core work is day-to-day bookkeeping, full-cycle accounting, and monthly financial reporting. Tax preparation rounds out the relationship so nothing gets handed off at the worst possible time.
Transactions categorized, accounts reconciled, and books closed on a reliable schedule — every month, without chasing.
Beyond bookkeeping: accrual adjustments, chart-of-accounts design, and period-end entries that stand up to scrutiny.
Monthly P&L, balance sheet, and cash flow — plus the KPIs that actually matter for your business, not generic boilerplate.
Federal and state business returns prepared by the team that already knows your books — no new data dumps required.
We're a boutique practice by design. Our clients get senior attention, predictable turnaround, and advice that's actually tailored to their business — not a revolving door of junior staff and cookie-cutter reports.
Consistent close timelines you can plan around. Every month. No last-minute scrambles.
Know exactly what you'll pay each month — no hourly surprises, no scope-creep invoices at year-end.
Encrypted document portal, MFA on every tool, and strict access controls. Your data stays yours.
Real people answer your questions in a day or less — email, phone, or Slack, whatever works for you.
Most clients are fully onboarded in two weeks. After that, we handle the rhythm and you get your time back.
A free 30-minute conversation about your business, your current books, and what's working (and what isn't).
A clear, flat-fee scope — covering exactly the services you need, with no hidden extras.
We connect your systems, tidy any historical bookkeeping, and align your chart of accounts to your business.
Monthly close, reporting, and check-ins — plus tax preparation and filing when the season rolls around.
Yes. We're ProAdvisors in QuickBooks Online, and we also work in Xero, FreshBooks, Wave, and NetSuite. If you're on spreadsheets, we'll help you migrate to a system that fits your size and budget.
All of our ongoing services are on flat monthly retainers scoped to your business — not hourly. After a discovery call, we'll send a clear proposal so you know exactly what you're paying and what's included.
You're not alone — most of our clients come to us needing some level of catch-up or clean-up. We offer fixed-fee clean-up engagements so you know the cost upfront before we touch anything.
Yes. Tax preparation, filing, and quarterly planning are available to all ongoing bookkeeping and accounting clients. Because we already know your books, filing is dramatically smoother — no year-end data dumps.
Every client gets access to our encrypted document portal. We use MFA everywhere, limit data access to just your assigned team, and never transmit financial information over plain email.
Most clients are fully onboarded within two weeks of signing. For tax deadlines or acute clean-up projects, we can often accelerate that — ask us on the discovery call.
Share a few details and we'll reach out within one business day to schedule your free consultation.