Our Services
Built around one goal: giving you true insights into your business - because why should business be confusing?
See our full pricing breakdown →Starting a New Business?
See how we help new business owners get set up correctly, plan for taxes from day one, and grow cash flow, without the costly trial and error.
Financial Audit & Assessment
One-Time Engagement
A comprehensive 30-day evaluation of your financial operations, delivering a detailed roadmap for improvement. Choose the level of depth that fits your business. All tiers follow the same 30-day process. The difference is in scope, deliverables, and ongoing support.
Our 30-Day Process:
Discovery & Data Collection
We gather all relevant financial documents, meet with your team, and understand your business operations, goals, and pain points.
Analysis & Evaluation
Our team conducts a thorough review of your books, accounting procedures, internal controls, and financial reporting processes to identify strengths, weaknesses, and opportunities.
Report & Recommendations
We deliver a comprehensive written report with prioritized recommendations, an implementation roadmap, and a presentation to discuss findings and next steps.
Choose Your Engagement Level
- Full audit of books and records
- Review of accounting procedures and internal controls
- Collaboration with existing CPA and accounting teams
- Gap analysis and identification of improvement opportunities
- Detailed written report with actionable recommendations
- Everything in Foundational, plus:
- 12-month cash flow forecast model
- Custom KPI dashboard build
- Benchmark analysis against industry peers
- One 30-day post-delivery check-in call
- Everything in Strategic, plus:
- Full financial systems and integrations audit
- Multi-entity or multi-division analysis
- M&A and fundraise readiness assessment
- Board-ready presentation deck
- 90-day implementation support with monthly check-ins
Fractional CFO Services
Ongoing Partnership
The full suite. When you engage us as your Fractional CFO, you get everything on this page under one engagement: audit, bookkeeping, advisory, reporting, and strategic guidance. No separate invoices for covered services.
The audit is not just onboarding. It is how we determine your ongoing rate. The complexity of what we find in the audit tells us exactly what your financial function requires, and that drives what your monthly engagement costs. A business that needs a $5,000 audit is a more complex business, and the ongoing rate will reflect that. Your rate is confirmed at signing once the audit is complete.
What You Get Every Month
Monthly Financial Reporting Package
P&L, balance sheet, and cash flow statement delivered every month with a written summary of key trends, anomalies, and what they mean for your business.
Cash Flow Forecasting
A rolling 12-month cash flow forecast, updated monthly. You will always know what is coming, what your runway looks like, and where the pressure points are.
Budget vs. Actuals Analysis
We track performance against plan every month and flag variances before they become problems, with a clear explanation and a recommended course of action.
Strategic Advisory Sessions
Regular calls with your CFO to work through financial decisions, evaluate opportunities, and stress-test your plans before you commit to them.
Direct CFO Access
Phone and email access to your CFO between sessions. No ticketing systems, no account managers, no waiting. You reach us directly.
CPA & Accounting Team Coordination
We work directly with your existing CPA and accounting team, so your tax preparer and your bookkeeper are never working from two different sets of numbers.
Billed monthly. Rate starts at $3,000/month and is scoped to your business at signing. Your rate does not change without mutual written agreement. Month-to-month engagement, no minimum term. Cancel with 30 days' written notice. We also cover your QuickBooks Online subscription for the life of the engagement.
Bookkeeping & Advisory Projects
Hourly or Project-Based
Targeted financial support on your terms. No retainer, no minimum commitment. Pick the service you need, get started immediately, and pay only for what you use. Bundle any bookkeeping service with a Financial Audit and save 5% (Foundational), 10% (Strategic), or 15% (Executive).
Frequently Asked Questions
A 15-minute call is usually enough to tell you which service fits.
Book a free call and we'll look at where your business is today. If one of these three services is a clear fit, we'll say so. If it isn't, we'll tell you that instead of selling you anyway.
All pricing is subject to a written engagement agreement. Rates reflect standard engagements and may be adjusted for unusual complexity by mutual agreement prior to commencement.
TrueInsights CFO, LLC is not a licensed CPA firm and does not provide tax preparation, attest services, or investment advisory services. Tax services are available through Sharper Image Tax Services, LLC. Investment advisory services are available through Sharper Image Financial Services, LLC.