Our Services
No jargon. No pressure. Just clear, useful help with the money side of your business.
Bookkeeping
We focus on keeping your books and documents organized all year, then coordinate with a licensed tax partner to handle your tax returns.
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Organizing income and expense records
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Preparing clean financial statements
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Helping you gather what your tax pro needs
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Coordinating with a trusted tax partner
Most personal and small-business returns fall in the $400–$900 range with our tax partner.
Tax preparation services are provided through an independent licensed tax professional.
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Personal and small-business tax returns
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Adjustments, amendments, and follow-up questions
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Guidance on next steps once your return is filed
Tax Support
We focus on keeping your books and documents organized all year, then coordinate with a licensed tax partner to handle your tax returns.
-
Organizing income and expense records
-
Preparing clean financial statements
-
Helping you gather what your tax pro needs
-
Coordinating with a trusted tax partner
Most personal and small-business returns fall in the $400–$900 range with our tax partner.
Tax preparation services are provided through an independent licensed tax professional.
-
Personal and small-business tax returns
-
Adjustments, amendments, and follow-up questions
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Guidance on next steps once your return is filed
Consulting
No buzzwords. No lectures. Just honest conversations about how to price, plan, and run your business more confidently.
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Pricing help so you stop undercharging for your work.
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Cash-flow planning so you’re not surprised by slow months.
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Budgeting for both business and personal finances.
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Profitability reviews to see what’s actually working.
Typical rate: Most consulting sessions start at $125–$200, depending on scope.
We’ll look at your numbers, talk through your goals, and leave you with simple action steps—not a 30-page report.
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60–90 minute conversation
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Review of key numbers and problem areas
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Clear next steps you can actually follow
Insurance Guidance
Clarity on coverage, without the hard sell.
We don’t try to be a full insurance agency. Instead, we help you think through your needs and connect you with a trusted broker when coverage makes sense.
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High-level review of your current coverage situation.
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Conversations about risk, income protection, and business needs.
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Introductions to a licensed broker for quotes and policies.
There’s no separate fee for an insurance review — compensation is handled through the licensed broker.
Insurance products are recommended and placed through an independent licensed broker. TruePoint focuses on guidance and introductions, not sales pressure.
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Life and disability protection for you and your family
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Liability coverage for your small business
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Key person coverage and buy–sell agreements
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Mortgage protection and income replacement planning
Business Formations
LLC formation & simple business setup.
Starting a business shouldn’t mean guessing your way through paperwork. We’ll walk you through the essentials and keep things straightforward.
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LLC formation guidance and state filing support.
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EIN registration helps you be ready to bank and hire.
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Basic operating agreement template for single-member LLCs.
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Help separating business and personal finances from day one.
Starting at: $250 + state filing fees, with a clear quote before we begin.
A clean foundation makes everything else easier. The right structure up front saves you stress, time, and money later.
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Clear separation between personal and business finances
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Easier bookkeeping and tax prep
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Better positioning when you go to lenders or investors
Clean Up Projects
Behind on your books? We’ll fix the mess.
Whether it’s a few months or a few years, we can clean up your books, rebuild what’s missing, and get you ready for decisions and tax season.
One-time clean-up work to get your QuickBooks or accounting system in order, so you can move forward with confidence.
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Rebuilding missing or incomplete months
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Correcting categories and accounts
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Preparing clean reports for your CPA
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Transitioning into ongoing monthly bookkeeping (optional)
Clean-up work is ideal if:
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You haven’t kept up with bookkeeping and don’t know where to start.
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Your books don’t match your bank accounts.
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You’re dreading tax season because everything is scattered.
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You want a fresh start and a simple system going forward.
Typical range: Most clean-up projects fall between $500–$2,000, depending on how far behind things are.
Why TruePoint?
Based in Fort Wayne, IN
TruePoint Services was created for the business owner who feels great about the work they do—but not so great about their books. The goal is simple: give you a calm, clear picture of your finances and a trusted place to turn when you have questions.
Instead of a big, intimidating “firm,” you get a small, focused partner who understands real-world money problems and speaks your language. Whether you’re just getting started or cleaning up a few years of chaos, TruePoint meets you where you are.
