Start Your Engagement

Led by a former CFO and USC Marshall MBA. Supported by a CFP® PROFESSIONAL and a network of CPA's, all working directly on your books and your numbers, not just answering questions when you call.

Former CFOUSC MBA10+ Years in FinanceQBO CertifiedCFP® On Staff

1Select Your Services

Fractional CFO Services

Monthly Retainer

$3,000/month min.

The full suite. Ongoing CFO leadership including audit onboarding, bookkeeping, advisory, reporting, and strategic guidance. Rate scoped to your business at signing.

Everything on this page, under one engagement
Monthly financial reporting and cash flow forecasting
Strategic advisory and direct CFO access

Financial Audit & AssessmentSelect one

Audit & Assessment: Foundational

One-Time

$2,500

Core 30-day financial review with written report and recommendations.

Audit & Assessment: Strategic

One-Time

$5,000

Foundational audit plus financial modeling, KPI's, and a 30-day follow-up.

Audit & Assessment: Executive

One-Time

$10,000

Full-scope audit with systems review, M&A readiness, board deck, and 90-day support.

Bookkeeping & AdvisorySelect all that apply

Books Cleanup

Hourly

$150/hour

Historical reconciliation and cleanup of your books and records.

Budget Builder

Hourly

$250/hour

12-month budget, cash flow model, and variance analysis framework.

Monthly Bookkeeping

Monthly

$1,000/month

Ongoing monthly reconciliation, categorization, and financial reporting.

2Your Information

First Name *

Last Name *

Email Address *

Phone Number

Company Name *

Notes (optional)

Total-

A QBO invoice will be sent to your email. Pay securely via card, PayPal, or Venmo.

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TrueInsights CFO, LLC is not a licensed CPA firm and does not provide tax preparation, attest, or investment advisory services.

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