Outreach Email Templates

Ten copy-paste-ready one-pagers built from our real service catalog and pricing, one per offering plus one per industry we work with most. Each card below is plain, inline-styled HTML built specifically to survive being pasted into Outlook and Apple Mail without breaking.

How to use these: click “Copy This Email” above a card, then paste into a new message in Outlook or Apple Mail. Use the button, not a manual selection - it also copies a small dark-mode fix that keeps the navy sections readable if you or the recipient reads mail in dark mode, and that fix only travels with the button copy. Links (the schedule button, phone, website) stay clickable after pasting.

Printable Flyer

One-page PDF of our full service overview, with a QR code to trueinsightscfo.com.

Download PDF

TrueInsights-CFO-Flyer.pdf

Full Overview

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Fractional CFO · Financial Assessments · Bookkeeping

The financial oversight most businesses don't get from a traditional bookkeeper or accountant.

We handle the accounting and bookkeeping day to day, and add the financial oversight most businesses never get from a traditional bookkeeper or accountant.

What We Handle

→ Bookkeeping and reconciliations

→ Accounts payable & receivable

→ Monthly financial statements

→ Cash flow and profitability analysis

→ Financial reporting and forecasting

→ CFO-level guidance and strategic planning

→ Tax planning with our CPAs

We don't just record what happened. We help you understand the numbers and use them to make better decisions.

ALREADY HAVE BOOKS?

Financial Performance Assessment

For businesses that already have their books handled, we review your financials and identify missed profitability, unnecessary expenses, and opportunities to improve cash flow. From $2,500.

Former CFOUSC Marshall MBACFP® PROFESSIONAL on staffCPA on staffQuickBooks Certified

The best next step is a short conversation about how you're currently handling your accounting and where you'd like more visibility.

Schedule a Free 15-Minute Call →

TrueInsights CFO, LLC
(818) 489-7628 · trueinsightscfo.com

Fractional CFO

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Fractional CFO Services

Real financial leadership, without a full-time hire.

From $3,000/month, you get direct access to a former CFO, not a rotating team or a once-a-year check-in. Every service below is included under one engagement, no separate invoices.

What's Included

→ Financial Assessment

→ Books Cleanup and Budget Building

→ Monthly Bookkeeping

→ Advisory Projects

→ Financial Reporting

→ Strategic Advisory

→ Tax Planning with Our CPAs

The Foundational Assessment is included. Strategic adds $2,000 and Executive adds $7,000 to your first month. Your ongoing monthly rate starts at $3,000, based on what the assessment uncovers, and we confirm it in writing before Month 2.

No Long-Term Commitment

$3,000/month minimum, no minimum term. Cancel anytime with 30 days' written notice.

Former CFOUSC Marshall MBACFP® PROFESSIONAL on staffCPA on staffQuickBooks Certified

The best next step is a short conversation about how you're currently handling your accounting and where you'd like more visibility.

Schedule a Free 15-Minute Call →

TrueInsights CFO, LLC
(818) 489-7628 · trueinsightscfo.com

Financial Assessment

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Financial Assessment

Find out what your numbers aren't telling you.

A one-time, deep review of your financials that identifies missed profitability, unnecessary expenses, and opportunities to improve cash flow, before you commit to anything ongoing.

Choose Your Depth

→ Foundational: $2,500. Full review of books, procedures, and controls, with a written report of findings.

→ Strategic: $5,000. Everything in Foundational, plus a 12-month cash flow forecast and custom KPI dashboard.

→ Executive: $10,000. Everything in Strategic, plus a full systems review, M&A readiness review, and board-ready deck.

Bundled with a Fractional CFO engagement, the Foundational Assessment is included at no extra cost. Strategic adds $2,000 and Executive adds $7,000 to your first month.

Bundle & Save

Add any bookkeeping service to your assessment and save 5% (Foundational), 10% (Strategic), or 15% (Executive).

Former CFOUSC Marshall MBACFP® PROFESSIONAL on staffCPA on staffQuickBooks Certified

The best next step is a short conversation about how you're currently handling your accounting and where you'd like more visibility.

Schedule a Free 15-Minute Call →

TrueInsights CFO, LLC
(818) 489-7628 · trueinsightscfo.com

Bookkeeping

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Bookkeeping & Advisory

Clean books, on your terms, no retainer required.

Targeted financial support with no minimum commitment. Pick the service you need and pay only for what you use.

Choose Your Service

→ Books Cleanup: $150/hour. Historical reconciliation and cleanup. We untangle the backlog and leave you with clean financials.

→ Budget Builder: $250/hour. A 12-month budget, cash flow model, and variance analysis framework built for your business.

→ Monthly Bookkeeping: $1,000/month. Ongoing reconciliation, categorization, and reporting. Fixed rate, no surprises.

Monthly Bookkeeping includes your QuickBooks Online subscription for the life of the engagement. Cancel anytime with 30 days' written notice.

Bundle & Save

Add a Financial Assessment to any bookkeeping service and save 5% to 15% depending on tier.

Former CFOUSC Marshall MBACFP® PROFESSIONAL on staffCPA on staffQuickBooks Certified

The best next step is a short conversation about how you're currently handling your accounting and where you'd like more visibility.

Schedule a Free 15-Minute Call →

TrueInsights CFO, LLC
(818) 489-7628 · trueinsightscfo.com

Start-Ups

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For Start-Ups

Clean books and real projections before your first pitch.

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

→ Want tax planning for your entity and your first raise, with our CPAs

We've taken founders from an incorporation filing through capital raises and managing multiple investors.

ALREADY HAVE BOOKS?

Financial Performance Assessment

If your books are already handled elsewhere, we review your financials and identify missed profitability, unnecessary expenses, and opportunities to improve cash flow. From $2,500.

Former CFOUSC Marshall MBACFP® PROFESSIONAL on staffCPA on staffQuickBooks Certified

The best next step is a short conversation about how you're currently handling your accounting and where you'd like more visibility.

Get Investor-Ready Financials →

TrueInsights CFO, LLC
(818) 489-7628 · trueinsightscfo.com

SaaS Companies

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For SaaS Companies

Reporting that speaks your investors' language.

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

→ Want tax planning built around your growth and funding plans, with our CPAs

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.

ALREADY HAVE BOOKS?

Financial Performance Assessment

If your books are already handled elsewhere, we review your financials and identify missed profitability, unnecessary expenses, and opportunities to improve cash flow. From $2,500.

Former CFOUSC Marshall MBACFP® PROFESSIONAL on staffCPA on staffQuickBooks Certified

The best next step is a short conversation about how you're currently handling your accounting and where you'd like more visibility.

Get Metrics Investors Actually Trust →

TrueInsights CFO, LLC
(818) 489-7628 · trueinsightscfo.com

Non-Profits

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For Non-Profits

Fund accounting done right, audit-ready year round.

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

→ Need tax planning that protects your exempt status, with our CPAs

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.

ALREADY HAVE BOOKS?

Financial Performance Assessment

If your books are already handled elsewhere, we review your financials and identify missed profitability, unnecessary expenses, and opportunities to improve cash flow. From $2,500.

Former CFOUSC Marshall MBACFP® PROFESSIONAL on staffCPA on staffQuickBooks Certified

The best next step is a short conversation about how you're currently handling your accounting and where you'd like more visibility.

Show Your Board Clear Numbers →

TrueInsights CFO, LLC
(818) 489-7628 · trueinsightscfo.com

Musicians & Artists

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For Musicians & Artists

Financial oversight for income that doesn't pay like a paycheck.

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

→ Income from tours, royalties, and merch needs tax planning, with our CPAs

We have the industry connections and expertise to bring smaller musicians to the big stage.

ALREADY HAVE BOOKS?

Financial Performance Assessment

If your books are already handled elsewhere, we review your financials and identify missed profitability, unnecessary expenses, and opportunities to improve cash flow. From $2,500.

Former CFOUSC Marshall MBACFP® PROFESSIONAL on staffCPA on staffQuickBooks Certified

The best next step is a short conversation about how you're currently handling your accounting and where you'd like more visibility.

Get Your Finances Stage-Ready →

TrueInsights CFO, LLC
(818) 489-7628 · trueinsightscfo.com

Financial Services

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For Financial Services

Financial guidance for lenders, insurers, and fintechs.

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

→ Need tax planning for your entity structure and growth, with our CPAs

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.

ALREADY HAVE BOOKS?

Financial Performance Assessment

If your books are already handled elsewhere, we review your financials and identify missed profitability, unnecessary expenses, and opportunities to improve cash flow. From $2,500.

Former CFOUSC Marshall MBACFP® PROFESSIONAL on staffCPA on staffQuickBooks Certified

The best next step is a short conversation about how you're currently handling your accounting and where you'd like more visibility.

Let's Look at Your Numbers Together →

TrueInsights CFO, LLC
(818) 489-7628 · trueinsightscfo.com

RIAs & Wealth Mgrs

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For RIAs & Wealth Managers

Back-office support built for advisory practices.

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

→ Want tax planning for your practice and any succession or merger, with our CPAs

Our team has worked directly inside advisory firm operations, so AUM fee schedules, growth strategies, and practice profitability reporting aren't new to us.

ALREADY HAVE BOOKS?

Financial Performance Assessment

If your books are already handled elsewhere, we review your financials and identify missed profitability, unnecessary expenses, and opportunities to improve cash flow. From $2,500.

Former CFOUSC Marshall MBACFP® PROFESSIONAL on staffCPA on staffQuickBooks Certified

The best next step is a short conversation about how you're currently handling your accounting and where you'd like more visibility.

Talk to a CFO Who's Done This Before →

TrueInsights CFO, LLC
(818) 489-7628 · trueinsightscfo.com