TrueUp Solutions Ltd

Accounting & Advisory for Small Businesses with Big Aspirations

Accounting firm (show on map)

5.0

★★★★★

1 reviews

TrueUp offers finance, HR, and business compliance services to help small businesses and nonprofits achieve their goals with expert support.

Call (215) 693-2019

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About

TrueUp Business Solutions offers finance, HR, and business compliance services tailored for small businesses and mission-driven organizations. We provide financial clarity, operational efficiency, and a healthy workplace culture to help clients realize their vision and positively impact their communities.

Our services include outsourced finance teams, proactive bookkeeping, nonprofit finance support, talent attraction, workforce development, and strategic advisory, all delivered with integrity and enthusiasm.

Flat monthly rates for predictability

Outsourced finance teams

Nonprofit-specific support

Strategic advisory services

Services

Finance & Accounting

Professional operational accounting services to keep businesses moving forward with critical financial information for informed decisions.

Accurate, detailed books Financial insights & analysis Dedicated team of experts Complete peace of mind

People & HR

Attract top talent, reduce hiring costs, keep teams informed and happy, and provide workforce KPIs.

Attract top talent Build company culture Keep your team informed Boost workplace performance

Business & Compliance

Handle paperwork to keep businesses compliant, on track, and focused on key objectives.

Business Compliance New company formations Company entity dissolutions Business license or registration tracking Annual filings (state or federal) Sales & Use tax compliance Strategic Planning Organizational structure planning Business growth planning Executive / Board advisory & development

Advisory & Consulting

Actionable, high-impact strategies for business growth and operational improvement.

Executive-level insights Ongoing guidance & support Planning for business growth Business Advisory & Consulting

Credentials & Certifications

John Medrano

Since 2016

Matney Smith, SHRM-CP

Since 2020

Reviews

Rating

★★★★★

Reviews

"Online appointments"

Frequently Asked Questions

Why do you charge a flat monthly rate instead of only billing me for the hours you work? +

A fixed-fee model promotes customer service, efficiency, and clear communication without hidden costs, aligning incentives for both parties.

Why do you charge a flat rate for some services and hourly rate for others? +

Fixed fees are preferred for predictability, but hourly rates are used for projects with many unknown variables, with flexibility for budget discussions.

Our books are behind / messy / nonexistent. Can you clean them up and/or create a set of books from scratch? +

TrueUp can organize historical data, set up a tailored Chart of Accounts, and provide a clean slate for accurate financial management.

Do you have experience working with nonprofits? +

TrueUp offers nonprofit-specific services including audit support, grant revenue tracking, and actual vs. budget reporting.

How do you partner with our CPA/ tax preparer / auditor? +

TrueUp communicates with CPAs, provides clean financial data for tax preparation, and supports ongoing tax-related inquiries.

Is there a penalty if I cancel my services with you? +

No penalties; services align with fiscal years, with annual reviews and smooth transition options if cancellation is needed.