TrueBooks USA provides monthly bookkeeping support for small businesses, helping owners keep financial records organized, reviewed, and ready to use. Its full-service bookkeeping includes categorizing income and expenses, reconciling bank and credit-card accounts, reviewing the monthly close, and preparing Profit & Loss, Balance Sheet, and Cash Flow reports. The company advertises this core service at $250 per month, with scope discussed before work begins.

The process can include onboarding, an action plan, bringing overdue records current, and ongoing monthly reconciliation and reporting. TrueBooks also offers bookkeeping cleanup, payroll support, and consultation-based assistance with annual and quarterly tax filings, quarterly prepayments, sales tax filings, and CPA tax strategy meetings. Additional services are scoped individually.

The company describes its support as U.S. CPA reviewed and highlights 20 years of experience. Clients can contact the bookkeeping team by phone, email, or portal messaging during business hours, listed as 9 a.m. to 5 p.m. Central Time. TrueBooks serves a range of business types, including restaurants, retailers, e-commerce businesses, creators, and service providers.