Bookkeeping · Fractional CFO · Connecticut
Certified QuickBooks ProAdvisor
Your books,
actually balanced
Get reconciled accounts, accurate categories, and monthly reports you can actually use. When you need more than bookkeeping, fractional CFO support turns those numbers into forecasts, budgets, and a clear plan. You work with one person who knows your business and answers when you call.
Book a free 30-minute callCredentials
- Certified QuickBooks ProAdvisor
- Connecticut Notary Public
- Certified Virtual Assistant
(opens in a new tab)
- Replies within one business day
- Flat monthly fee, never hourly
- No long-term contract
Industries served: Contractors and trades, Salons and personal services, Restaurants and food service, Short-term and long-term rentals, Retail and e-commerce, Professional services.
Services
Each service below is covered by a flat monthly fee agreed in advance. Take the full engagement, or only the areas where you need assistance.
Catch-Up and Cleanup
Learn morePayroll and 1099s
Learn moreBills and Invoicing
Learn moreQuickBooks Setup and Training
Learn moreYear-End CPA Package
Learn moreFractional CFO
Accurate books tell you what happened. A fractional CFO helps you decide what to do next. You get the same guidance a full-time CFO would give you, for a few hours a month and without the salary.
Built on books you can trust
A forecast or budget is only as good as the numbers behind it. Because TruBalance already keeps your books, or gets them up to date first, every plan is built on numbers that are accurate and truly add up.
It's a good fit if your business has outgrown basic bookkeeping but isn't ready for a full-time finance hire. Maybe you're growing your team, opening a second location, applying for a loan, or you simply want a real plan instead of a best guess.
Ask about fractional CFO-
Cash flow forecasting
See what's coming in and going out over the months ahead, so a slow season or a big bill never catches you off guard.
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Budgets and targets
Set a yearly budget from your actual numbers, then check each month how you're tracking against it.
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Monthly financial review
Meet regularly to go over your reports, understand what changed, and decide what to do about it.
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Pricing and profitability
Find out which services, jobs, or products actually make money once every cost is counted.
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Lender-ready financials
Get clean statements and projections you can hand to a bank for a loan, a line of credit, or a lease.
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Planning big decisions
Run the numbers before you commit to a new hire, a major purchase, a price change, or a second location.
Records out of date?
Whether you are a few months behind or several years, this is how most clients arrive. Send over whatever you have and you will receive a clear assessment of the work involved and a fixed price to bring everything current.
Request a cleanup quoteIncluded at every level
The same commitments apply to the smallest engagement and the largest.
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One business day
Calls and emails are answered within one business day, including during month-end and tax season.
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Flat monthly fee
Agreed in writing before any work begins, and it does not change because a month took longer than expected.
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No setup fee
Onboarding, chart of accounts, and connecting your bank feeds are part of the engagement rather than a separate charge.
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No long-term contract
Month to month with thirty days notice. The arrangement continues because it is working, not because of a term you signed.
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Fixed catch-up quote
Historical cleanup is quoted as a single fixed project with a defined scope, never billed against an open hourly total.
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Books your CPA can use
Closed, reconciled, and delivered in the format your accountant asks for, which typically reduces their fee.
How it works
Four steps from the first conversation to books closed on a reliable schedule.
01 Introductory call
A thirty-minute conversation about your business and the current state of your records. You will receive a candid assessment of the work involved, with no obligation to proceed.
02 Review and proposal
A review of your existing file or statements, followed by a written scope and a fixed monthly price. You will know the exact figure before any work begins.
03 Cleanup and setup
Any outstanding periods are brought current, your accounts are connected, the chart of accounts is corrected, and a monthly closing date is agreed.
04 Monthly cycle
Your books are closed by the middle of the following month and your reports are delivered on schedule. Questions are answered by the person who prepared them.
Pricing
A flat monthly fee, quoted after a review of your books, that does not change because a month took longer than expected.
Every set of books is different
Rather than fitting your business to a package, the price is set after a short call and a review of your accounts. Flat monthly billing, no hourly rates, no setup fee, and no unexpected invoices.
More ways to lighten the load
TruBalance offers three other services, handled by the same person you already know.
Virtual Assistant Services
Hand off the email, scheduling, data entry, invoice follow-up, and paperwork that keep pulling you away from your real work.
Learn more
Mobile and Remote Notary
A Connecticut notary who comes to your home, office, or care facility. Many documents can also be notarized over a video call.
Learn more
New Business Startup
Starting a business in any state: registering with the state, your federal EIN, sales tax, and QuickBooks, with guidance through every step.
Learn more
Who you are
working with
TruBalance is Brenda Lafleur, a Certified QuickBooks ProAdvisor. Your work is handled by her directly, rather than routed through a call center or reassigned to a different bookkeeper each quarter.
Reporting is delivered in plain language. You will know what your numbers say, what they mean for the business, and what needs attention while there is still time to act on it.
One point of contact throughout
Flat monthly fee, never hourly
Certified QuickBooks ProAdvisor
Dates worth knowing
The deadlines that carry a penalty when they pass. Clients receive a reminder ahead of each one.
| Jan 15 | Fourth quarter estimated tax payment due |
|---|---|
| Jan 31 | W-2s and 1099-NECs due to recipients and to the IRS |
| Mar 15 | S-corporation and partnership returns due (1120-S, 1065) |
| Apr 15 | Individual and C-corporation returns due. First quarter estimated tax |
| Jun 15 | Second quarter estimated tax payment due |
| Sep 15 | Third quarter estimated tax. Extended S-corporation and partnership returns |
| Oct 15 | Extended individual returns due |
| Monthly | Connecticut sales and use tax, due the last day of the following month |
When a date lands on a weekend or a federal holiday it moves to the next business day. Your own filing dates can differ, so treat this as a general guide rather than advice on your situation.
Questions
The questions that come up most often on a first call.
Are you a CPA?
No. TruBalance is a Certified QuickBooks ProAdvisor, which is the credential for the work itself: keeping your day-to-day records accurate, current, and correctly structured. A CPA files your returns and advises on tax strategy. TruBalance works alongside your accountant and hands them books that are already closed and reconciled, which usually reduces their fee.
What does it cost?
A flat monthly fee, quoted after a review of your books, that does not vary with the hours a month happens to take. Every business is different, so the figure comes from a short call rather than a price list. Historical cleanup is quoted separately as a single fixed project.
Am I locked into a contract?
No. The engagement runs month to month with thirty days notice, and there is no setup or onboarding fee. Establishing your chart of accounts and connecting your bank feeds is part of the work, not a separate charge.
My records are badly out of date. Is that a problem?
It is the most common reason clients get in touch. Books years behind, categories that no longer reflect the business, accounts that have never reconciled. All of it is recoverable. The work begins with an honest assessment of the scope and a fixed price to complete it.
Do we need to meet in person?
Only if you prefer to. Everything runs securely online, which makes it straightforward to work with businesses across Connecticut and beyond. Clients nearby are welcome to meet in person.
What software do you work in?
QuickBooks Online for most clients. If you use something else, or work from spreadsheets and paper, that is workable too. You will get a straight answer on whether changing platforms is worth it in your situation.
How do I send you my documents?
Through a secure shared folder, or read-only access to your accounts if you prefer. Sensitive documents are never sent over ordinary email.
What is a fractional CFO?
It's a part-time chief financial officer. You get the forecasting, budgeting, and financial guidance a CFO provides for a few hours a month, without paying a full-time salary. It's ideal for a business that needs more than bookkeeping but can't justify a full-time finance executive.
How is fractional CFO work different from bookkeeping?
Bookkeeping keeps an accurate record of what already happened. CFO work uses that record to plan ahead: how much cash you'll have in three months, whether you can afford to hire, which work is most profitable, and what to bring to the bank. You can start with bookkeeping and add CFO support whenever the business needs it.
Does fractional CFO support replace my CPA?
No. Your CPA still files your returns and handles tax advice. CFO work focuses on planning, forecasting, and reporting, and it gives your CPA better numbers to work with.