Keep More of What You Earn With Your TrueInsights CFO.
We help growing businesses build the financial systems they need to thrive. Just starting out? We'll get you set up correctly from day one too.
Why TrueInsights?
Most growing businesses can't justify hiring a full-time individual or team for this, so the numbers go unwatched until a problem forces the issue. That's the gap TrueInsights CFO fills. You get direct access to real financial leadership, not a rotating team, at a fraction of what a full-time hire would cost.
What You Get
- Know exactly where your cash will be in 30, 60, and 90 days
- Understand which clients, services, or employees are actually profitable
- Be fully prepared for whatever your next big move looks like
- Stop overpaying in taxes because nobody structured your business or your books to plan for them
Our Services
We offer three services designed to meet your business where it is today.
Financial Audit & Assessment
Not sure where to start? We spend 30 days inside your financials and come back with a plain-English assessment of what's working, what's leaking, and exactly what to fix first. No ongoing commitment.
- Audit of books and records
- Review of procedures and controls
- Gap analysis and recommendations
- Written report + 1-hour debrief call
From $2,500
Fractional CFO Services
Your part-time CFO. We handle monthly close review, KPI tracking, cash flow forecasting, and strategic financial planning. We're available anytime a decision needs to be made, not just at quarter-end.
- Cash management & 90-day forecasting
- Monthly financial reporting
- KPI tracking & growth strategy
- On-call support for key business decisions
- QuickBooks Online subscription covered by us
- No long-term contracts
From $3,000/month
Bookkeeping & Advisory Projects
Need targeted help without a retainer? We step in for specific projects or on an as-needed basis. From cleaning up your books to building a financial model, we scope it, price it flat, and get it done.
- Bookkeeping and reconciliation
- Budget builds and cash flow projections
- One-time financial models
- Ad hoc CFO advisory hours
- QuickBooks covered on Monthly Bookkeeping
From $150/hour or $1,000/month
We Specialize in Industries Where Financial Complexity Is Highest
Deep expertise in six sectors where the right financial leadership makes the biggest difference.
RIA's & Wealth Managers
Advisory practices tend to outgrow their back-office long before anyone notices. We get your financial picture in order before that becomes urgent, not after.
When to Engage Us:
- Your practice is growing faster than your back-office can handle
- You're preparing for a succession plan or merger
- Back-office financial work is eating into time you should be spending with clients
- You need clarity on your practice's true profitability
Why Choose Us:
Our team has worked directly inside advisory firm operations, so AUM fee schedules, growth strategies, and practice profitability reporting aren't new to us.
Financial Services
Strategic financial guidance for insurance agencies, lending platforms, fintech startups, and other financial service providers navigating complex business environments.
When to Engage Us:
- Scaling operations faster than your back-office can keep up
- Need to model complex revenue streams and commissions
- Preparing for capital raises or investor due diligence
- Managing cash flow through seasonal fluctuations
Why Choose Us:
We've modeled commission structures, float income, and regulatory capital requirements for lenders and insurance agencies alike, so your numbers hold up under investor or examiner scrutiny.
SaaS Companies
Investors judge SaaS companies on ARR growth, net revenue retention, and CAC payback, not just cash in the bank. We build reporting that speaks that language from day one.
When to Engage Us:
- Preparing for a funding round and need investor-ready financials
- Your burn rate is concerning but growth metrics look promising
- Need to optimize pricing strategy and understand CAC payback
- Struggling to forecast cash needs as you scale
Why Choose Us:
We track ARR, churn, and LTV:CAC the same way your board and investors do, and build monthly reporting around those numbers instead of a generic P&L.
Non-Profits
Grant funders and boards expect fund accounting done correctly, not just a bank balance. We keep restricted and unrestricted funds separated and audit-ready year round.
When to Engage Us:
- Grant reporting requirements are becoming more complex
- Need to demonstrate program effectiveness to donors
- Building reserves while maintaining mission focus
- An audit is coming up and your fund accounting isn't ready for it
Why Choose Us:
We've built fund accounting systems and grant reporting packages non-profits actually pass audits with, so your board and funders see exactly where every restricted dollar went.
Start-Ups
Early-stage companies need clean books and real financial projections before their first pitch meeting, not after. We build both from day one.
When to Engage Us:
- Launching your business and need your books and systems set up correctly
- Preparing pitch decks and financial projections for investors
- Managing rapid growth and cash flow challenges
- Need guidance on fundraising strategy and valuation
Why Choose Us:
We've taken founders from an incorporation filing through capital raises and managing multiple investors.
Musicians & Artists
Touring, royalties, and merch are variables that constantly change. We build the system that makes sense of your unique situation.
When to Engage Us:
- Royalties and tour checks are starting to pile up in ways you don't quite understand
- You're separating personal finances from a touring or label business for the first time
- Negotiating a label, publishing, or sync deal and need to understand the real numbers, or need an industry connection to get it done
- Planning a tour, album cycle, or big purchase and need to know what you can actually afford right now
Why Choose Us:
We have the industry connections and expertise to bring smaller musicians to the big stage.
Backed by the Sharper Image Family
TrueInsights CFO is part of the Sharper Image family of companies. When it's helpful, we coordinate with Sharper Image Tax Services for tax preparation and filing, and Sharper Image Financial Services for wealth management, so your business finances, taxes, and investments are never working against each other.
What Our Clients Say
“I don't have to translate our numbers for Jarrett, he already understands them better than I do. That's made every forecast, model and financial report genuinely easier to comprehend.”
Colby WeintraubCo-Founder & CEO, eekee.ai
“Working with Jarrett has been a great experience! He is extremely diligent, thorough, and genuinely invested in helping our business succeed. He consistently goes above and beyond, and I especially appreciate how flexible and understanding he is when it comes to working within different budgets and stages of growth. He brings financial expertise and attention to detail. I couldn't recommend him more!”
Grace FinermanFounder, 
Date Smarter!
Most businesses know within 15 minutes if working with us makes sense.
Book a free call and we'll walk through your biggest financial pain point together. If we're not the right fit, we'll tell you plainly and point you somewhere better.
Book My Free 15-Min CallOr reach us directly at jarrett@trueinsightscfo.com