Business Services
Providing an integrated approach to reduce the stress of running your business.
Business Services
Guiding You Toward a Successful Future
True Wealth’s business services focus on helping business professionals in our local community become even more successful. We can help simplify your financial life, make smarter financial decisions, and attain more freedom and peace of mind.
- Outsourced Accounting. It’s like having your own accounting department. You didn’t get into business to learn accounting and deal with tax compliance. Let True Wealth Design focus on expert, cost-effective integration of your bookkeeping, payroll, and taxes for your business. We can improve your processes, freeing you to focus on your life and business.
- Foundational Services. Dedicated to helping businesses grow with confidence and clarity. No business owner should have to go it alone. Let us help you build a strong foundation by educating and advising you on several key areas of business operations, including entity-type analysis, accounting system setup, and implementation and retirement plan selection and management.
- Business Advisory and Consulting. Get the expert guidance of a CFO at a fraction of the cost. We meet with you regularly to discuss your business’ financials and offer deep insight into your data via business-critical and highly customized reports, including budgeting and tax planning, revenue and profit analysis, expenses, payroll, credit card fees, cash flow, and unique KPIs.
- Wealth Management. Integrated advice is better advice. As a successful individual or small business owner, you have a multitude of complex financial and tax needs and opportunities. We can help you avoid conflicting advice that can be offered in a vacuum by numerous advisors. Together, we can gain deeper insights into your financial life to help you Plan Smarter and Live Better™.
Our Services
Integrated Business Services
True Wealth can help guide you toward a healthy financial future from inception to successful growth to succession planning. Whether you are an entrepreneur seeking guidance, a local business owner who needs back-office support, or a successful professional who wants to work with a financial planning firm that understands your needs, we can help. True Wealth Design offers integrated financial services to meet your personal and business needs.
Business Tax Services
We take a proactive, multi-year tax planning approach that looks at where you are today and where you want to go as we work to mitigate taxes and maximize your after-tax wealth. At True Wealth Design, we can handle your tax preparation needs, whether you are an individual or a small business.
- Annual Tax Projections
- Tax Minimization Strategies
- Tax Preparation
- Tax Filing
- Audit Representation
Business Retirement Plans
Retirement plans are a crucial component in saving for the future. Yet, nearly 40 percent of small businesses don’t have one. Selecting a plan can be confusing and expensive, but it doesn’t have to be. We can research, review, and compare multiple retirement plans to identify the right plan for you and your team.
- Retirement Plan Review
- Retirement Plan Competitive Analysis
- Retirement Plan Selection
- Retirement Plan Investment Management
Business
Advisory
Our business advisory and consulting services were designed to provide you with the right financial information at the right time—delivered in business-owner-friendly language. We’ll meet with you regularly to discuss your financials and offer deep insight into your data via business-critical and highly customized reports.
- Budgeting
- Cash Flow Management
- Revenue & Expense Analysis
- Cost of Goods Sold Analysis
- Credit Card Fee Analysis
- Industry KPI Comparisons
Accounting
You didn’t get into business to learn accounting. Let True Wealth’s seasoned team handle all your complex accounting work, including bookkeeping functions such as daily transaction classification, expense tracking, bill payment, and invoicing. We can improve your processes and provide an ongoing and clear picture of your financial position.
- Transaction Classification
- Expense Tracking
- Account Reconciliation
- Bill Payment
- Invoicing
Payroll
True Wealth’s secure online platform can ensure your payroll is processed accurately and your payroll taxes are filed on time. We can take over time-consuming and complex payroll tasks, including processing scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking, and more.
- Employee Payroll Setup
- Time Tracking
- Scheduling Payrolls
- Payroll Filings
- W2 and 1099 Processing
Business Tax Services
We take a proactive, multi-year tax planning approach that looks at where you are today and where you want to go as we work to mitigate taxes and maximize your after-tax wealth. At True Wealth Design, we can handle your tax preparation needs, whether you are an individual or a small business.
- Annual Tax Projections
- Tax Minimization Strategies
- Tax Preparation
- Tax Filing
- Audit Representation
Payroll
True Wealth’s secure online platform can ensure your payroll is processed accurately and your payroll taxes are filed on time. We can take over time-consuming and complex payroll tasks, including processing scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking, and more.
- Employee Payroll Setup
- Time Tracking
- Scheduling Payrolls
- Payroll Filings
- W2 and 1099 Processing
Accounting
You didn’t get into business to learn accounting. Let True Wealth’s seasoned team handle all your complex accounting work, including bookkeeping functions such as daily transaction classification, expense tracking, bill payment, and invoicing. We can improve your processes and provide an ongoing and clear picture of your financial position.
- Transaction Classification
- Expense Tracking
- Account Reconciliation
- Bill Payment
- Invoicing
Business Retirement Plans
Retirement plans are a crucial component in saving for the future. Yet, nearly 40 percent of small businesses don’t have one. Selecting a plan can be confusing and expensive, but it doesn’t have to be. We can research, review, and compare multiple retirement plans to identify the right plan for you and your team.
- Retirement Plan Review
- Retirement Plan Competitive Analysis
- Retirement Plan Selection
- Retirement Plan Investment Management
Business Advisory
Our business advisory and consulting services were designed to provide you with the right financial information at the right time—delivered in business-owner-friendly language. We’ll meet with you regularly to discuss your financials and offer deep insight into your data via business-critical and highly customized reports.
- Budgeting
- Cash Flow Management
- Revenue & Expense Analysis
- Cost of Goods Sold Analysis
- Credit Card Fee Analysis
- Industry KPI Comparisons
Service Tiers
Choose the Level of Support That's Right for Your Business
Every active service level includes business tax return preparation. The difference is how much accounting oversight, tax planning, and relationship support comes with it.
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Legacy
No longer available to new clients
|
Business Essentials
Coordinated business + personal tax compliance
|
Business Guidance
Proactive Q4 tax planning and financial guidance
|
Business Advisory
Quarterly planning, performance review, and senior relationship ownership
|
|
|---|---|---|---|---|
| Tax & Compliance | ||||
| Primary Owner Tax Return | ||||
| Tax Planning | Q4 |
Quarterly |
||
| Accounting & Reporting | ||||
| Accounting Review | Q4 only |
All quarters |
All quarters |
|
| Financial KPI Reporting | Quarterly |
Quarterly + Customized |
||
| Service Experience | ||||
| Scheduled Touchpoints | Q4 |
Quarterly |
||
| Service Priority | Standard | Standard | Enhanced | Priority |
| Relationship Support | Standard | Team-Based Service | Dedicated Relationship Lead | Senior Relationship Lead |
| Additional Services | ||||
| Bill Pay Services | Add-on |
Add-on |
||
| Outsourced Accounting | Add-on |
Add-on |
Add-on |
|
| Controller Services | Add-on |
Add-on |
||
| CFO Services | Add-on |
|||
| Payroll | Add-on |
Add-on |
Add-on |
Add-on |
| No Longer Available | Get Started | Get Started | Get Started | |
Business Advisory
Quarterly planning, performance review, and senior relationship ownership
Tax & Compliance
Primary Owner Tax Return
Tax PlanningQuarterly
Accounting & Reporting
Accounting ReviewAll quarters
Financial KPI ReportingQuarterly + Customized
Service Experience
Scheduled TouchpointsQuarterly
Service PriorityPriority
Relationship SupportSenior Relationship Lead
Additional Services
Bill Pay ServicesAdd-on
Outsourced AccountingAdd-on
Controller ServicesAdd-on
CFO ServicesAdd-on
PayrollAdd-on
Business Guidance
Proactive Q4 tax planning and financial guidance
Tax & Compliance
Primary Owner Tax Return
Tax PlanningQ4
Accounting & Reporting
Accounting ReviewAll quarters
Financial KPI ReportingQuarterly
Service Experience
Scheduled TouchpointsQ4
Service PriorityEnhanced
Relationship SupportDedicated Relationship Lead
Additional Services
Bill Pay ServicesAdd-on
Outsourced AccountingAdd-on
Controller ServicesAdd-on
CFO Services
PayrollAdd-on
Business Essentials
Coordinated business + personal tax compliance
Tax & Compliance
Primary Owner Tax Return
Tax Planning
Accounting & Reporting
Accounting ReviewQ4 only
Financial KPI Reporting
Service Experience
Scheduled Touchpoints
Service PriorityStandard
Relationship SupportTeam-Based Service
Additional Services
Bill Pay Services
Outsourced Accounting
Controller Services
CFO Services
PayrollAdd-on
Legacy
No longer available to new clients
Tax & Compliance
Primary Owner Tax Return
Tax Planning
Accounting & Reporting
Accounting Review
Financial KPI Reporting
Service Experience
Scheduled Touchpoints
Service PriorityStandard
Relationship SupportStandard
Additional Services
Bill Pay Services
Outsourced AccountingAdd-on
Controller Services
CFO Services
PayrollAdd-on
No Longer Available
Legacy is not offered to new clients.
Who We Serve
Who We Serve
Serving Your Unique Business Needs
Service-Based Business Owners
We provide service-based businesses with specialized accounting, tax, and other financial services. We have extensive experience in various service industries, helping businesses manage their day-to-day “back-office” financial operations and creating strategic plans for long-term success.
Healthcare Professionals
We understand the challenges the healthcare industry faces, such as increasing costs, healthcare reform, and decreasing reimbursements—which makes us the right choice to fill the role of your trusted financial advisor for your practice.
Real Estate Professionals
We work with commercial, industrial, residential, and shopping center owners, developers, and investors on every deal aspect— entity formation, property acquisition, lease negotiations, financing options, business operations, and property sales and exchanges.
Veterinarians
As a veterinarian, you may operate a business consisting of a medical office, hospital, and pharmacy—which translates to complex inventory and ordering activity. We’ve worked with many veterinarians and can support you with industry-specific business expertise.
Dentists
We understand the difficult balance of managing your practice and delivering high-quality patient care. We have extensive experience supporting the day-to-day operations and overhead structure, billing routines, and staffing requirements of dental practitioners.
Law Firms
We specialize in serving the accounting, tax, and financial management needs of law firms and independent attorneys. Our understanding of your day-to-day operations, billing routines, and compliance issues enables us to offer financial planning strategies to support your financial success.
Professional Service Providers
We are committed to helping professional service providers build successful enterprises. Our financial experts have years of experience providing accounting, tax, and consulting services to professional service firms such as insurance providers, e-commerce, IT professionals, and more.
Service-Based Business Owners
We provide service-based businesses with specialized accounting, tax, and other financial services. We have extensive experience in various service industries, helping businesses manage their day-to-day “back-office” financial operations and creating strategic plans for long-term success.
Healthcare Professionals
We understand the challenges the healthcare industry faces, such as increasing costs, healthcare reform, and decreasing reimbursements—which makes us the right choice to fill the role of your trusted financial advisor for your practice.
Real Estate Professionals
We work with commercial, industrial, residential, and shopping center owners, developers, and investors on every deal aspect— entity formation, property acquisition, lease negotiations, financing options, business operations, and property sales and exchanges.
Veterinarians
As a veterinarian, you may operate a business consisting of a medical office, hospital, and pharmacy—which translates to complex inventory and ordering activity. We’ve worked with many veterinarians and can support you with industry-specific business expertise.
Dentists
We understand the difficult balance of managing your practice and delivering high-quality patient care. We have extensive experience supporting the day-to-day operations and overhead structure, billing routines, and staffing requirements of dental practitioners.
Law Firms
We specialize in serving the accounting, tax, and financial management needs of law firms and independent attorneys. Our understanding of your day-to-day operations, billing routines, and compliance issues enables us to offer financial planning strategies to support your financial success.
Professional Service Providers
We are committed to helping professional service providers build successful enterprises. Our financial experts have years of experience providing accounting, tax, and consulting services to professional service firms such as insurance providers, e-commerce, IT professionals, and more.
What Would Your Life Look Like if You Designed it Around Your True Wealth?
Get in touch