STRATEGIC BOOKKEEPING. FRACTIONAL FINANCE. OPERATIONAL CLARITY.

 

Running a business shouldn’t feel like juggling chaos.

TruePath Solutions brings order to the financial and operational side of growing businesses with strategic bookkeeping, fractional controller and CFO support, and business coaching that give you clear numbers, steady cash flow, and the confidence to act early.

Run smarter. Scale stronger.

Who We Are

TruePath Solutions is a strategic bookkeeping and fractional finance firm for growing businesses. We go beyond recording transactions – we structure your financial data so risk shows up early, margin stays protected, and cash flow stays steady.

Our team delivers bookkeeping, fractional controller and CFO support, business coaching, and talent sourcing – giving small and mid-sized businesses the same financial clarity and expertise larger companies rely on, without the overhead of a full in-house team.

Based in Hudson, WI, we work with clients across Wisconsin, the Twin Cities and nationwide. The goal is simple: replace financial guesswork with clear numbers you can make decisions on.

TruePath Solutions consulting with a client

Our Services

Strategic Bookkeeping

  • Foundation

    • Bookkeeping + Reconciliations
    • Catch-Up & Cleanup Bookkeeping
    • QuickBooks Setup & Cleanup / Chart of Accounts

    Monthly Rhythm

    • Monthly Close
    • Consolidated Financials
    • P&L Reports + Budget vs. Actuals

    Cash & Receivables

    • Invoicing, AP & Accounts Receivable Management
    • Weekly Cash Reports + Cash Flow Forecasting
    • Payroll Coordination

    Insight & Compliance

    • KPI & Profitability Reporting
    • 1099 & Sales Tax Prep
    • Coordination with Your Tax Accountant & Auditors

Fractional Services

  • Financial Leadership

    • Fractional Controller / Financial Oversight
    • Fractional CFO

    Operations & Strategy

    • Fractional COO / Operations Oversight
    • Fractional CSO / Sales Leadership
    • Project Management

    Administrative & Marketing Support

    • Fractional Administrative Support
    • On-Demand Marketing Coordination
    • Social Media Strategy & Management
    • Document & Collateral Creation
    • Email, Calendar & CRM Management
    • Data Entry & Workflow Support

Business Coaching

  • Leadership & Team Development

    • Executive & 1:1 Coaching
    • Leadership Coaching
    • Team Alignment
    • Team & Culture

    Strategy & Operations

    • Strategic Planning & KPIs
    • Operations & Systems Consulting
    • SOP & Process Development

    Growth & Training

    • Leadership Training
    • Management Training
    • Sales Training
    • Training & Workshops

Talent Sourcing Solutions

  • Attract

    • Compelling Job Postings & Descriptions

    Screen

    • Candidate Screening & Vetting
    • Culture-Fit Assessments

    Select

    • Structured Interview Process & Guides
    • Reference & Background Coordination

    Onboard

    • New Hire Onboarding Support

Build Strategies, Build Confidence, Build Your Business.

Testimonials

What Our Clients Say

Outstanding Service

Working with True Path Solutions was a game-changer for our hiring process. Their expertise in screening employment candidates surpassed our expectations. Not only did they meticulously vet each applicant, but they aiso provided insightful assessments that aligned perfectly with our company culture and needs. Thanks to their thorough screening process, we were able to find the right candidate quickly, ultimately leading to the successful onboarding of top-tier talent.

I highly recommend True Path Solutions to any organization looking to streamline their hiring process and secure the best candidates for their team.

– Brian Emerson President
Point North Networks, Inc.

Timely and Accurate

We love having Julie with TruePath do our bookkeeping at ProfitMax. Our company financial information is kept up to date and in a timely and accurate manner. When it’s time to complete our tax returns, our financials are ready to upload to our CPA. Our information has never been this accurate and up to date! All thanks to Julie! We highly recommend TruePath!

– Stacey & Robin D.

Awesome

My name is David Nelson and I am the Founder & CEO of RahRah Solutions. RahRah provides custom FREE digital marketing solutions for local small businesses all while giving back to local youth organizations in the community. We pride ourselves in networking other small businesses to assist with our growth, and have been working with Stacy Casiow ond TruePath Solutions for the past 2 months.

I can’t say enough how they have assisted me, to manage myself as a CEO, my executive team and our sales leaders with being more efficient and productive with our time. Their products and services are awesome. We look forward to expanding this relationship with TruePath Solutions.

– David Nelson
Founder &CEO, RahRah Solutions

Extremely Helpful

“TruePath Solutions has been extremely helpful with everything l have needed. They have been helping me with creating marketing campaigns, payroll, bookkeeping and more! I am excited to get their help with talent sourcing as well. Stacy Caslow has created a team of seasoned professionals who know what they are doing!”

– Sherri L
Palace Enterprises

Frequently Asked Questions

What does a bookkeeper actually do?

A bookkeeper records and organizes your financial transactions, reconciling bank accounts, tracking expenses, managing accounts receivable and payable, and producing financial reports. At TruePath, the work goes further. We structure that data so risk surfaces early, like a thinning margin or a client that’s slow to pay, before it becomes a cash flow problem.

What is strategic bookkeeping?

Strategic bookkeeping is the structured use of financial data to identify risk, protect margin, and reduce financial pressure, not just to record transactions for tax season. It treats your books as an early-warning system, so a problem shows up while you still have time to act on it.

How much does a bookkeeper cost?

Bookkeeping is usually priced as a flat monthly fee based on transaction volume, number of accounts, and how clean the books are to start. Cleanup of neglected books is typically billed separately. The cost that matters most isn’t the fee. It’s what stalled invoices and blind spots in your numbers cost you each month they go unmanaged.

Should I outsource bookkeeping or hire in-house?

Hiring in-house makes sense once the volume and complexity justify a full-time salary plus benefits. For growing service businesses, outsourced bookkeeping delivers the same accuracy and reporting at a fraction of that cost, with a team instead of a single point of failure. The deciding factor is usually how much financial visibility you need versus how much fixed overhead you want to carry.

What’s the difference between a fractional controller and a fractional CFO?

A fractional controller keeps the financial engine running: accurate books, reporting, monthly close, and day-to-day financial oversight. A fractional CFO looks forward: forecasting, cash flow strategy, and the financial decisions behind growth. Many businesses start with a controller and add CFO-level strategy as they scale.

When should a business hire a fractional controller or CFO?

A fractional controller or CFO fits when the numbers have outgrown the bookkeeping but don’t yet justify a full-time finance hire. Common signals: cash flow that swings month to month, revenue concentrated in a few clients, or decisions made on instinct instead of data. It gives you senior financial oversight without a full-time salary.

How do I fix cash flow problems in my business?

Most cash flow problems aren’t profit problems, they’re timing problems. Money is owed to you, going out faster than it comes in, or tied up in expenses that crept up unnoticed. The fix starts with visibility: tightening receivables, mapping when cash actually moves, and reviewing expenses against margin, so the gaps get managed instead of discovered.

Do you work with businesses outside Hudson, WI?

Yes. TruePath is based in Hudson, Wisconsin and works with service-based businesses across Wisconsin, the Twin Cities metro, and remotely throughout the U.S. The work runs through secure cloud systems, so location doesn’t limit the level of support.

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