Our Services
TruePoint provides customized financial solutions tailored to your organization’s size, complexity, operational needs, and strategic goals. Engagements are flexible and can be structured as hourly support, monthly retainers, advisory partnership packages, or project-based services.
Pricing depends on scope and level of effort required. At this time, TruePoint does not provide payroll or tax preparation services.
Strategic Financial Advisory
We partner with boards and leadership teams to interpret financial performance, strengthen decision-making, and support strategic planning that advances organizational goals.
Example of Services:
Board/leadership financial education & governance training
Development workshops for finance teams and accounting staff
Audit and finance committee advisory support
Executive presentations and industry speaking engagements
Board retreat facilitation and strategic planning sessions
Process Improvement & Project Management
We evaluate, improve, and implement financial processes to increase efficiency, reduce risk, and strengthen internal controls.
Example of Services
Process & workflow assessment
Internal controls review
Policy & Procedure development
Audit preparation & corrective action plan development
Accounting system optimization
Chart of Accounts enhancement
Month-end and year-end close improvement
Financial reporting redesign
Fractional Leadership Services
Executive-level financial leadership without the full-time cost. We provide support for organizations needing Controller or CFO-level oversight, strategic insight, and accountability.
Example of Services:
Interim financial leadership & oversight
Part-time executive leadership for start-up & growing organizations
Board & executive reporting & KPI dashboard development
Internal controls & financial policy development
Strategic financial guidance
Nonprofit Financial Solutions
We support mission-driven organizations with fund accounting, grant compliance, donor restrictions, and board-level financial reporting to ensure transparency and accountability.
Example of Services:
Fund accounting structure & reporting
Grant tracking & reporting support
Donor restriction management
Special event profit and loss tracking
Board financial reporting packages
Pre- and post-audit support
Operational Support
We provide structured accounting and finance support to ensure your financial records are accurate, up-to-date, and decision ready.
Services Include:
QuickBooks system management
General ledger set-up & maintenance
Bank & account reconciliations
Month-end/year-end close support
Basic financial statement preparation
Internal management reporting