TruePoint Bookkeeping
Expert Bookkeeping Solutions for
SMALL BUSINESSES PLUMBERS ELECTRICIANS ROOFERS
We help small businesses stay compliant, organized, and financially sound with expert bookkeeping services tailored to your needs.
Our approach
Why Choose TruePoint Bookkeeping?
Running a small business is challenging enough—managing your books shouldn’t add to the stress. Whether you need transaction recording, account reconciliation, or financial reporting, we handle it all so you can focus on growing your business.
Industry Expertise
We specialize in helping small businesses keep their books in order, ensuring accuracy and compliance.
Accurate & Transparent
Your financial data is recorded and maintained with precision.
Tax-Ready Books
No more last-minute tax season stress—your books will be clean and organized year-round.
Better Financial Insights
Gain a deeper understanding of your business’s financial health with easy-to-read reports.
Our difference
We Take A Modern Approach To Bookkeeping
Experience our tech-driven solutions, personalized attention, and client-centered philosophy.
Cloud-Based Bookkeeping Solutions
At TruePoint Accounting, we leverage cutting-edge cloud accounting software like QuickBooks Online and Xero, allowing our clients to access their financial data in real-time from anywhere.
Automation and Efficiency Tools
We integrate automation tools to streamline repetitive tasks such as bank reconciliation, invoicing, and payroll processing. This not only saves time for our clients but also reduces the likelihood of human error. .
Customized Financial Dashboards
TruePoint Accounting offers personalized financial dashboards that provide clients with visual, easy-to-understand reports of their financial health. Through our tailored dashboard solutions, clients can track KPIs, monitor cash flow, and make data-driven decisions quickly.
Our services
Bookkeeping Solutions That Scale
Whether you're an individual, a small team, or a growing enterprise, we have a plan that aligns perfectly with your goals.
Transactions
Transaction Recording
We handle the recording of all your daily business transactions—sales, expenses, and payments—ensuring that every detail is captured and accounted for. This gives you a clear picture of your financial health at all times.
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Every income and expense is accurately recorded and categorized.
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No more missing receipts or forgotten expenses.
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Get a real-time view of your financial activity.
Accounts
Account Reconciliation
We carefully review transactions, identify discrepancies, and correct errors to keep your books accurate and up to date. This process helps prevent overdrafts, detect fraud, and maintain financial stability, so you always know where your business stands.
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We match your records with your bank and credit card statements.
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Identify discrepancies, prevent errors, and avoid costly mistakes.
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Ensure your books are always balanced and audit-ready.
Reporting
Monthly Financial Reports
Get clear, actionable financial reports delivered regularly. From profit and loss statements to balance sheets and cash flow reports, we provide all the information you need to understand your business’s financial health and make informed decisions.
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Receive clear, easy-to-understand reports.
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Gain insights from Profit & Loss Statements.
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Balance Sheets, and Cash Flow Statements.
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Make informed business decisions based on real data.
Our difference
Free 1-Month Catch-Up Bookkeeping
Sign up today and enjoy 1 month of catch-up bookkeeping—on us! Clear out the backlog, get organized, and start fresh. Let us manage your books so you can focus on growing your business.
Flexible pricing
Flexible Pricing Plans.
Whether you're a small team, or a growing enterprise, we have a plan that aligns perfectly with your goals.
Bookkeeping
Reliable bookkeeping to cover your basic financial reporting needs.
- Dedicated bookkeeping experts
- Accurate monthly books and year-end tax-ready financial packages
- P&L, balance sheet and 1099 reporting
- Unlimited communication with your bookkeeping team
- Monthly reports
Bookkeeping & Tax
Full-service bookkeeping with income tax advisory and filing to manage your financials seamlessly.
- Everything in the Bookkeeping plan, plus:
- Dedicated team of licensed tax professionals to file your income tax return on time
- Annual income tax filing for businesses (partnerships, S corps, C corps)
- Annual income tax filing for individuals (sole proprietors, contractors)
Bookkeeping & Tax + Consulting
Full-service bookkeeping with income tax advisory and filing plus Business Consulting and Advisory.
- Everything in the Bookkeeping & Tax Plan, plus:
- Financial Forecasting and Budgeting
- Cash Flow Analysis and Management
- Operational Efficiency and Cost Optimization
- Business Consulting and Advisory
Essential Bookkeeping
Keep your books clean and ready for tax time.
- Categorization of monthly transactions (up to 3 accounts)
- Monthly bank & credit card reconciliations
- Monthly Profit & Loss and Balance Sheet reports
- QuickBooks Online setup (if needed)
- Email support for bookkeeping-related questions
- Free onboarding and account review
Advanced Bookkeeping
More detailed bookkeeping with added organization and support.
- Everything in the Essential Bookkeeping package.
- Up to 5 bank/credit card accounts
- Accounts receivable and payable tracking (basic)
- Monthly categorization of job or service-based income/expenses
- Monthly support call (30 minutes)
- Monthly checklist to help you stay organized
- Monthly report review with notes
Bookkeeping Plus
High-level support for busy contractors who want hands-off, accurate books.
- Everything in the Advance Bookkeeping package.
- Categorization of all business transactions (unlimited accounts)
- Monthly expense review and recommendations
- Custom tagging or class tracking by project (if needed)
- Catch-up bookkeeping for up to 2 prior months (free with 6-month commitment)
- Priority response time for support questions
- Monthly financial summary and action steps
Who We Help
Industries We Serve
At TruePoint Accounting, we understand the unique financial challenges faced by construction businesses.
Testimonials
Client Success Stories
The best way to showcase our commitment is through the experiences and stories of those who have partnered with us.
Partnering with TruePoint has been a revelation. Their commitment to our success is evident in every step they take.
Frederic Hill
Boost in investor confidence
The team's exceptional service and proactive advice have been instrumental in optimizing our financial processes.
Safaa Sampson
Increase in annual profits
We've partnered with this Bookkeeping firm for several years now, and the impact on our company has been tremendous.
Brendan Buck
Decrease in tax liabilities
Articles, stories and more
Business News
Explore our blog for expert advice, industry insights, and latest trends in bookkeeping.
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Daily, Weekly, and Monthly Bookkeeping Tasks You Shouldn’t Ignore26 Mar 2025 Accounting
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How to Maintain Good Bookkeeping Habits for Long-Term Success19 Mar 2025 Accounting
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How to Set Up a Business Budget Using Bookkeeping Data12 Mar 2025 Accounting
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The Importance of Keeping Accurate Financial Records06 Mar 2025 Bookkeeping
Our difference
Limited-Time Offer – Act Now!
Sign up today and get 20% off your first month. Businesses with accurate books are 2x more likely to secure loans and investment—don’t wait!