TruBasa Small and Medium sized Business Consulting Services

The best time to predict a cash problem is before it happens.A financial forecast helps you look beyond your current ban...
09/15/2026

The best time to predict a cash problem is before it happens.

A financial forecast helps you look beyond your current bank balance and prepare for what may be coming next.

By considering expected revenue, payroll, operating expenses, debt payments, taxes, and planned investments, you can identify potential cash shortages and make adjustments early.

Forecasting does not predict the future perfectly. It helps you prepare for it.

πŸ“£ Get clarity and efficiency across departments.πŸ’‘ Statistic: Succession planning reduces business failure risk by 70%.πŸ“Š ...
09/09/2026

πŸ“£ Get clarity and efficiency across departments.

πŸ’‘ Statistic: Succession planning reduces business failure risk by 70%.
πŸ“Š Fact: A CFO ensures your business survives beyond your involvement.
❓ Question: What happens to your business if you step away tomorrow?

πŸ‘‰ Bookkeepers track history. CFOs shape your future.

βœ… Gain clarity
βœ… Make smarter decisions
βœ… Grow with confidence

πŸ“ˆ Discover what a CFO can do β€” without full-time cost.

πŸ”— Schedule your free strategy call today!

Closing your books every month matters.Waiting until tax season to review your financials can leave you making decisions...
08/25/2026

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Waiting until tax season to review your financials can leave you making decisions with incomplete or outdated information.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 nowβ€”not months later.

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

[email protected]

πŸ“£ CFOs streamline operations to improve cash cycle.πŸ’‘ Statistic: Only 1 in 10 small businesses successfully exits or sell...
08/18/2026

πŸ“£ CFOs streamline operations to improve cash cycle.

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

πŸ‘‰ Bookkeepers track history. CFOs shape your future.

βœ… Gain clarity
βœ… Make smarter decisions
βœ… Grow with confidence

πŸ“ˆ Discover what a CFO can do β€” without full-time cost.

πŸ”— Schedule your free strategy call today!

Profit doesn’t pay the billsβ€”cash flow does.A business can appear profitable on paper and still struggle to cover payrol...
08/11/2026

Profit doesn’t pay the billsβ€”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

πŸ“£ Know when to upgrade from spreadsheets to smart tools.πŸ’‘ Statistic: Acquisitions and exits can 10x value β€” but only if ...
08/04/2026

πŸ“£ Know when to upgrade from spreadsheets to smart tools.

πŸ’‘ Statistic: Acquisitions and exits can 10x value β€” but only if your numbers are in order.
πŸ“Š Fact: A great exit starts long before the sale.
❓ Question: Are you building your business with the end in mind?

πŸ‘‰ Bookkeepers track history. CFOs shape your future.

βœ… Gain clarity
βœ… Make smarter decisions
βœ… Grow with confidence

πŸ“ˆ Discover what a CFO can do β€” without full-time cost.

πŸ”— 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...
07/28/2026

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 Sut...
05/28/2026

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 ServicesDM or Email:  admin@trubasa.comπŸ“£ Save time with automation and financial tech tools.πŸ’‘ Statistic...
04/28/2026

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

πŸ“£ Save time with automation and financial tech tools.

πŸ’‘ Statistic: 40% of funded startups fail due to poor financial management.
πŸ“Š Fact: Getting funded is only the beginning β€” managing that funding is the key.
❓ Question: Do you have a financial partner to help manage your new capital?

πŸ‘‰ Bookkeepers track history. CFOs shape your future.

βœ… Gain clarity
βœ… Make smarter decisions
βœ… Grow with confidence

πŸ“ˆ Discover what a CFO can do β€” without full-time cost.

πŸ”— Schedule your free strategy call today!

Accounting & CFO ServicesDM or Email:  admin@trubasa.comπŸ“£ CFOs build financial systems that scale with you.πŸ’‘ Statistic: ...
04/21/2026

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

πŸ“£ CFOs build financial systems that scale with you.

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

πŸ‘‰ Bookkeepers track history. CFOs shape your future.

βœ… Gain clarity
βœ… Make smarter decisions
βœ… Grow with confidence

πŸ“ˆ Discover what a CFO can do β€” without full-time cost.

πŸ”— Schedule your free strategy call today!

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Jacksonville, FL
32259

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