Virtual CFO Services
TruBasa provides essential monthly finance and accounting services such as accounting, financial statement preparation, budgeting, tax compliance, and expert consultation. We offer dependable financial insights to support your business growth.
Virtual CFO Services
Comprehensive Financial Management
Timely and accurate financial reports, such as the Income Statement, Balance Sheet, and Statement of Cash Flows, are essential tools for effective decision-making and sustainable business growth. These reports provide a clear snapshot of an organization’s financial health, enabling stakeholders to assess profitability, liquidity, and overall financial stability. Accurate forecasting complements these reports by projecting future performance, allowing organizations to anticipate challenges, allocate resources effectively, and align strategies with market conditions. Together, these tools empower leaders to make informed decisions, build stakeholder confidence, and drive long-term success.
TruBasa offers three levels of finance and accounting services tailored to fit your business needs.
| Trusted Advisor | x | x | x | |||
| Accurate & timely posting of billings to ledger | x | x | x | |||
| Accurate & timely cash application | x | x | x | |||
| Accurate & timely recording of payroll | x | x | x | |||
| Accurate & timely posting of vendor invoices | x | x | x | |||
| Balance sheet account reconciliations | x | x | x | |||
| Month-end close of accounting records | x | x | x | |||
| Monthly preparation of Balance Sheet & Income Statement | x | x | x | |||
| Process improvement | x | x | ||||
| Financial Statement Preparation | x | x | ||||
| Cashflow management | x | x | ||||
| Accounting system management | x | x | ||||
| Liason with External Auditors | x | x | ||||
| Team management | x | x | ||||
| Strategic Forecast | x | |||||
| Cashflow Forecasting | x | |||||
| Rolling Forecast | x | |||||
| KPI Monitoring | x | |||||
| Annual Budget | x | |||||
| Investor/Banking Relationships | x | |||||
| Strategic Decisions | x | |||||
| Raise Funding | x | |||||
TruBasa provides a wide range of monthly finance and accounting services designed to help your business thrive. We handle timely accounting to ensure all your financial transactions are recorded accurately. Our team prepares detailed monthly financial statements, giving you a clear picture of your business’s financial health.
We also offer budgeting and forecasting analysis, helping you plan for the future and make informed decisions. Our accounts management service takes care of invoices, payments, and collections, so you don’t have to worry about the nitty-gritty details.
Tax compliance can be a headache, we work with your tax accounting to provide them with accurate and timely financials ensuring you meet all tax laws and file returns on time. We also perform regular bank reconciliations to keep your accounts in check and identify any discrepancies.
TruBasa is dedicated to delivering reliable and insightful financial services that empower your business to grow and succeed. With TruBasa, you’ve got a finance and accounting partner you can trust.
Ready to Grow?
Discover the power of our comprehensive monthly Finance and Accounting Services. At TruBasa Consulting, we specialize in providing tailored financial solutions that empower your business to thrive. We are dedicated to managing your finances meticulously, ensuring accuracy and efficiency every step of the way. Don’t miss this opportunity to elevate your business performance and financial health. Contact us today to learn more!