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Outsourced Accounting

Offering a robust line of products to meet your personal and business needs

It’s like having your own accounting department

You didn’t get into business to learn accounting and deal with tax compliance. In your small business, handling these back-office functions internally doesn’t make sense when you can cost-effectively outsource to an expert.

If you outsource, why have a separate bookkeeper, payroll company, and CPA. Each of these functions impact the other. You are often stuck in the middle of communication overhead and finger-pointing – never fully realizing the benefits of outsourcing.

Let True Wealth focus on expert, cost-effective integration of your bookkeeping, payroll and taxes for your service-based business. We will improve your processes and simplify your life.

You are freed-up to focus on your life and business. Together we gain deeper insights into your business to Plan Smarter and Live Better™.

Choose the solution that is right for your business:

Outsourced Accounting Basic


Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks®
  • Reconcile credit card accounts


  • Prepare monthly financial statements
  • Prepare monthly budget reports
  • Tax planning
  • General business consulting


  • Tax preparation
Outsourced Accounting Standard

Includes Basic plus:


  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s
  • Pension remittance
  • Garnishment remittance
Outsourced Accounting Complete

Includes Standard plus:


  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills
  • Quarterly video conference to review key performance measures