TruBasa

Closing your books every month matters.

Waiting until tax season to review your financials can leave you making decisions with incomplete or outdated information.

A consistent monthly close helps ensure that bank accounts are reconciled, transactions are recorded correctly, balances are reviewed, and financial reports are ready for management.

Timely financial statements give you the clarity to address issues now—not months later.

Send an e-mail and we'll get you organized.

[email protected]

📣 CFOs streamline operations to improve cash cycle.

💡 Statistic: Only 1 in 10 small businesses successfully exits or sells at target valuation.
📊 Fact: Valuation isn’t just a number — it’s a strategy.
❓ Question: Is your business positioned to sell for what it’s truly worth?

👉 Bookkeepers track history. CFOs shape your future.

✅ Gain clarity
✅ Make smarter decisions
✅ Grow with confidence

📈 Discover what a CFO can do — without full-time cost.

🔗 Schedule your free strategy call today!

Profit doesn’t pay the bills—cash flow does.

A business can appear profitable on paper and still struggle to cover payroll, vendors, taxes, or other expenses.

Monitoring cash flow helps you understand when money is expected to come in, when bills are due, and whether you have enough available cash to support your plans.

A regular cash flow forecast can help you prepare for shortages before they become emergencies.

[email protected]

Services

📣 Know when to upgrade from spreadsheets to smart tools.

💡 Statistic: Acquisitions and exits can 10x value — but only if your numbers are in order.
📊 Fact: A great exit starts long before the sale.
❓ Question: Are you building your business with the end in mind?

👉 Bookkeepers track history. CFOs shape your future.

✅ Gain clarity
✅ Make smarter decisions
✅ Grow with confidence

📈 Discover what a CFO can do — without full-time cost.

🔗 Schedule your free strategy call today!

[email protected]

Have you seen this new bookkeeping software? Started right here in St. Augustine for local small businesses and TruBasa is helping set you up for free!

books.simplewhirks.com

You can’t manage what you don’t measure.

Many business owners know how much revenue is coming in, but they may not have a clear picture of profitability, cash flow, margins, or upcoming obligations.

Accurate and timely financial information helps you understand what is working, identify problems early, and make decisions with greater confidence.

At TruBasa, we help Florida small businesses turn financial data into practical insight.

What is one number in your business you wish you understood better?

Send an e-mail: [email protected]

Had a lot of fun presenting Trubasa today here in Northeast Florida and introducing SimpleWhirks.

Working with Travis Sutphin, we developed an accounting app designed for small business owners who are trying to track their accounting, but spreadsheets aren't cutting it.

Check it out. We are setting up founding users for free!!!

books.simplewhirks.com

Accounting & CFO Services
DM or Email: [email protected]

📣 Save time with automation and financial tech tools.

💡 Statistic: 40% of funded startups fail due to poor financial management.
📊 Fact: Getting funded is only the beginning — managing that funding is the key.
❓ Question: Do you have a financial partner to help manage your new capital?

👉 Bookkeepers track history. CFOs shape your future.

✅ Gain clarity
✅ Make smarter decisions
✅ Grow with confidence

📈 Discover what a CFO can do — without full-time cost.

🔗 Schedule your free strategy call today!

Accounting & CFO Services
DM or Email: [email protected]

📣 CFOs build financial systems that scale with you.

💡 Statistic: Businesses with CFO support are 75% more likely to close funding rounds.
📊 Fact: Investors bet on leadership as much as they bet on numbers.
❓ Question: Would you invest in your business based on your current financials?

👉 Bookkeepers track history. CFOs shape your future.

✅ Gain clarity
✅ Make smarter decisions
✅ Grow with confidence

📈 Discover what a CFO can do — without full-time cost.

🔗 Schedule your free strategy call today!

Accounting & CFO Services
DM or Email: [email protected]

📣 CFOs help you speak the language of banks and investors.

💡 Statistic: Most investors reject pitches not because of the idea, but unclear finances.
📊 Fact: Speaking the language of finance earns trust.
❓ Question: Can you speak investor — or are you just speaking entrepreneur?

👉 Bookkeepers track history. CFOs shape your future.

✅ Gain clarity
✅ Make smarter decisions
✅ Grow with confidence

📈 Discover what a CFO can do — without full-time cost.

🔗 Schedule your free strategy call today!

🙏 Thank You for a Great Brunch & Learn!

I want to say thank you to everyone who came out to our QuickBooks Brunch & Learn at Maple Street Biscuit Company!

We had a great group and covered some foundational topics that can make a huge difference for any service-based business:
✔️ Setting up your Chart of Accounts the right way
✔️ Connecting your bank and credit card accounts
✔️ Building a system that gives you real financial clarity

It’s always a great conversation when business owners start to see how clean financials can actually simplify their day-to-day operations.

Also, a big thank you to Maple Street Biscuit Company for hosting — great food and a great atmosphere!

If you weren’t able to attend and would like a quick walkthrough or have questions about your QuickBooks setup, feel free to reach out.

Email: [email protected]

Looking forward to the next one!