TrueBooks

Joshua Rodarte

Oct 31, 2024on

I recently had the pleasure of working with Stella from Truebooks, and I cannot recommend her highly enough. Her efficiency and exceptional communication made the entire process a breeze. I initially struggled with disorganized books, a lack of clarity in my profit and loss statements, and the unfortunate mingling of my business and personal accounts. Stella quickly grasped my needs and provided me with a structured approach to tackle my tax issues. Fast forward a month and a half, and she has transformed my financial situation, leaving me with everything neatly squared away. Stella is truly amazing, and I am grateful for her expertise and support!

Kyle Wainwright

Oct 24, 2024on

Stella was great! Answered my question and showed me how to do it on my own. She even took the time to answer a few additional questions! Thanks a ton!

Justin Nguyen

Oct 24, 2024on

Matt and the Truebooks team were phenomenal! Because of their help and strategy, I went from paying a significant amount in taxes to not owing anything on my federal taxes for 2023. Not all CPAs are the same, Truebooks stands above the rest.

Lisa Tarin

Oct 20, 2024on

Less than satisfied with my former CPA, I heard about TrueBooks through another platform. After several interactions with the team at TrueBooks, I felt they understood my particular situation and would serve me well. Several months later, I have not been disappointed. Jerry has been available to answer my questions in a timely manner. I would recommend TrueBooks to anyone seeking professional tax filing and advice.

Tony Gavrilov

Oct 7, 2024on

We have been using Truebook’s Morgan Allen for all of our bookkeeping needs for just about 2 years now. We couldn’t recommend her and her team more. Great service, and super affordable pricing! I have owned 2 separate $10+ revenue companies and my biggest struggle was always keeping my books to a real time state, which would hinder my ability to have proper strategic conversations with my CPAs and partners. In two years with Morgan, my books have always been up to date by the 10th of the following month (due to AMEX not releasing the statement until then, otherwise I’m confident Morgan would have it done prior). Our business just hit $2m in revenue and we are able to make real time decision and strategic moves due to this. What’s even more impressive is we deal exclusively in Real Estate, so our books are significantly more complex than a traditional business model. If you are considering moving your business to TrueBooks for your bookkeeping needs, reach out to Morgan, you won’t forget it. This upcoming year, we will be strongly considering changing our CPAs to Truebooks as well. Will write a follow up with how our experience goes with that!

Haley Gesmundo

Oct 7, 2024on

Absolutely amazing company to work with! Always so efficient and detailed! Will continue to recommend

Tu Dinh

Oct 7, 2024on

TrueBooks are the best at getting your taxes done! They are very professional and they answer your questions super super quick. Very thorough! Will definitely continue to use their sevice!

Chris Pierog

Oct 7, 2024on

I appreciated the experience and they were very straight forward. Definitely recommend!

Matt Plumer

Oct 7, 2024on

From top to bottom, Truebooks CPA is top of the line. Regardless of the size of your business, you have a direct point of contact all the way through. Matt, Crystle, Jerry, and the entire team are true pros!! Highly recommended.

Cynthia Chase MD

Oct 7, 2024on

Great experience with Truebooks and Stella! They make accounting for my business easy. They have a portal that is very user friendly and the team is very responsive to my emails. I highly recommend them!

Jesse Boeckle

Oct 7, 2024on

10/10 Would recommend to anyone!

Stacey Johnson

Oct 7, 2024on

Truebooks does all my accounting, tax planning and preparation. Stella keeps my books tight every month, which allows me to tax plan and strategize for the year. I highly recommend stella, matt, and team for all your tax and accounting needs!