Your business deserves more than just clean books.

Financial clarity is power — and we make it accessible.

Why clients choose us:
Trust & transparency
Consistent, reliable support
Expertise you can rely on

From clean books to strategic insights, we offer it all.

Bookkeeping

Reliable bookkeeping that keeps your business on track and tax-season ready.
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Payroll Services

Whether you’re paying one person or a growing team, we make payday simple and stress-free.
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Tax Preparation

Stay prepared, stay compliant — and save where it counts.

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Fractional CFO

Insight, forecasting, and strategy — tailored to your business goals.

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Your path to reliable financials starts here.

Initial Assessment

Get started by filling out your information on our Contact Page. We'll follow up within 24 hours.

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We reach out

We will contact you to discuss your requirements and schedule a free consultation.

Consultation & statement review

During the consultation, we’ll get to know you and your business and see if we're a good fit. We will review your financials (QuickBooks, bank statements, or any relevant documents) to understand your needs.

Tailored plan & final proposal

Based on our analysis, we’ll provide a customized service plan to fit your needs.

Ongoing support & financial insights

Stay on top of your finances with expert guidance, clear reporting, and continuous support—helping you make informed decisions with confidence.

Focused on the people behind the business.

  • Small Businesses

    Reliable financial support for the business you’ve worked hard to build.

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    Profit & Loss Card
    PROFIT & LOSS Last month Net profit for June $5,160 41% Up 18% from prior month $12,650 $7,490 See profit and loss report
  • Freelancers

    Comprehensive services for freelancers who’d rather craft, code, or create than crunch the numbers.

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    Invoice Reminder Card (SVG)
    I’ve drafted reminders for 3 overdue invoices worth $1,744.47 2 most recent overdue invoices Paulsen Medical Supplies $954.75 1d Review Weiskopf Consulting $375.00 1d Review Review reminders
  • Startups

    The financial side of your startup—organized, optimized, and made easy.

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    Cash Flow Card (SVG)
    CASH FLOW $16K Current cash balance FEB MAR APR MAY Money in Money out

FAQS

No, Booktru does not provide attestation or audit services. While our team includes licensed CPAs, our services are limited to bookkeeping, tax preparation, payroll, and financial insights. We are not a CPA firm and do not issue audited, reviewed, or compiled financial statements.

Yes, we exclusively use QuickBooks Online (QBO) for bookkeeping. If you’re currently using another system, we offer a conversion service to transition your books to QBO.

No, we currently only offer tax and payroll services to clients who use our bookkeeping services.

Yes! If your books are outdated or disorganized, we provide cleanup and catch-up bookkeeping services to get your financials back on track.