Professional Services Firm

Your Business. Our Expertise. Real Results.

Truebooks Partners delivers expert Bookkeeping, HR, and IT services that let you focus on what matters — growing your business.

50+ Clients
15+ Years
98% Retention
Team collaborating on business strategy at Truebooks Partners

50+

Businesses Served

★★★★★

The Problem

Running a business shouldn't mean doing everything yourself

Financial Chaos

Disorganized records, missed deductions, and no clear picture of your business's financial health create stress and missed opportunities.

HR Compliance Risk

Employment laws change constantly. One mistake can expose your business to lawsuits, fines, and damage to your team's trust.

IT Disruption

System downtime, cybersecurity threats, and outdated technology drain productivity and put sensitive data at risk.

We handle the complexity so you don't have to.

Our Services

Comprehensive Solutions for Growing Businesses

Professional bookkeeping and financial tracking dashboard

Bookkeeping

Expert financial management that keeps your books clean, organized, and audit-ready.

  • Monthly reconciliation
  • Financial reporting
  • Accounts receivable management
  • Payroll processing
  • Tax preparation support
  • Software management
Learn More →
HR team managing employee relations and compliance

Human Resources

Strategic HR support that keeps you compliant and your team engaged.

  • Employee onboarding
  • Compliance management
  • Benefits administration
  • Performance management
  • HR policy development
  • Employee relations
Learn More →
IT infrastructure and managed technology services

IT Services

Proactive IT management and security that keeps your systems running smoothly.

  • Network management
  • Cybersecurity solutions
  • Cloud infrastructure
  • Help desk support
  • IT strategy consulting
  • Software implementation
Learn More →

Why Choose Truebooks Partners

We're not just service providers — we're strategic partners invested in your success. With 15+ years of experience serving 50+ businesses, we understand the unique challenges of growing companies.

Proven Results

We've helped businesses save thousands in taxes and improve operations measurably.

Dedicated Experts

Your assigned specialists know your business intimately and provide personalized guidance.

Proactive Advice

We don't just execute tasks — we identify opportunities and recommend strategic improvements.

Secure & Compliant

Your data is protected with enterprise-grade security and backed by industry compliance standards.

Trusted By

Our Process

How We Work With You

We follow a proven methodology to understand your needs, implement solutions, and drive measurable results.

Discovery

We audit your current situation, understand your goals, and identify key challenges.

Strategy

We develop a customized plan tailored to your business needs and priorities.

Implementation

We execute the plan efficiently while keeping you informed every step of the way.

Growth

We provide ongoing support, monitoring, and strategic advice for sustained success.

Client Stories

What Our Clients Say

"

Truebook Partners' customer service is top-notch, always responsive and helpful. The staff are knowledgeable and go above and beyond to assist with any questions or concerns. Overall, the service is exceptional, making them a reliable "partner" for all your company needs. I highly recommend Truebooks Partners to anyone looking for trustworthy and efficient professionals to grow their business needs.

★★★★★
Katia Hinojosa
HMC
"

I have worked with several accountants over the years and Truebook clearly stands out from this market. They go above and beyond to understand your business and taylor to your needs. If its a simple question or a complicated tax issue they address all matters appropriately and assure they their clients are well taken care of. 10/10 service 10/10 reporting definitely recommend their services.

★★★★★
Jose Naveja
JNA
"

Trabajar con Truebook Partners ha sido un acierto total desde el minuto uno. Lo que más agradezco es que no te hablan en 'chino'; te explican los temas complejos con una claridad que no había encontrado antes. Se nota que saben lo que hacen y que de verdad les importa que a tu negocio le vaya bien. Si eres emprendedor y buscas a alguien eficiente y que además te trate como persona, no lo pienses más. ¡Súper recomendados!

★★★★★
Ricardo
SBCS

Meet Our Team

Experienced Professionals Ready to Help

Hector Salinas - Managing Partner at Truebooks Partners

Hector Salinas

Bookkeeper

Albert Garcia - Managing Partner at Truebooks Partners

Albert Garcia

Business Consulting

Guillermo Vazquez - Computer System Analyst at Truebooks Partners

Guillermo Vazquez

Computer System Analyst

Alberto Quintero - Junior Developer at Truebooks Partners

Alberto Quintero

Junior Developer

Andrea Canseco - Office Clerk at Truebooks Partners

Andrea Canseco

Office Clerk

Alan Cruz - Bookkeeper at Truebooks Partners

Alan Cruz

Bookkeeper

Yaratzeth Lopez - HR Assistant at Truebooks Partners

Yaratzeth Lopez

HR Assistant

Questions?

Frequently Asked Questions

What industries do you specialize in?

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We serve a diverse range of industries including professional services, retail, manufacturing, healthcare, technology, and more. Regardless of your industry, our core services in bookkeeping, HR, and IT can be customized to your specific needs and challenges.

How do you price your services?

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We offer flexible pricing models based on your specific needs. Bookkeeping services are typically priced per transaction volume, while HR and IT services may be monthly retainers or project-based. We'll provide a custom quote after understanding your requirements.

How quickly can you get started?

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We understand that businesses need quick action. Most new client onboarding begins within 1-2 weeks. For urgent HR or IT issues, we can often provide emergency support within 24-48 hours.

Can I use just one of your services?

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Absolutely! Many clients start with one service (like bookkeeping) and expand to others later. We work with you to meet your current needs and help you grow. There's no requirement to use all three services.

How is my data kept secure?

+
Data security is our top priority. We use enterprise-grade encryption, secure cloud infrastructure, multi-factor authentication, and regular security audits. All team members are trained in data protection, and we comply with industry standards like SOC 2 and GDPR.

What if my business is remote?

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Being remote is no problem at all. We work with fully distributed teams every day. Our services are delivered through cloud-based software and secure video conferencing, making it easy to collaborate regardless of location.

Do you offer a free consultation?

+
Yes! We offer a free initial consultation where we learn about your business, discuss your challenges, and recommend a tailored solution. No obligation — just a conversation to see if we're the right fit for you.

Ready to Get Started?

Let's Work Together

Send us a message or pick a time that works for you — no pressure, no sales pitch.

Let's Talk

Tell us about your business and we'll get back within one business day.

Schedule Your Appointment

Pick a service, date, and time — a 45-minute free consultation.

1. Select a Service
2. Pick a Date
April 2026
3. Pick a Time
4. Your Details

BOOKKEEPING

Your Finances, Finally Under Control

Expert financial management that keeps your books clean, organized, and always audit-ready — so your business can grow with confidence.

Services We Provide

Monthly Reconciliation

We match every bank statement, credit card, and payroll transaction against your ledger monthly — catching errors, flagging anomalies, and keeping your books airtight. Example: For a 3-location retail client, we identified $8,400 in duplicate vendor charges within the first 60 days.

Financial Reporting

Custom P&L statements, balance sheets, and cash flow reports tailored to how you actually run your business. Example: A $2.3M professional services firm used our monthly reports to identify a 19% margin improvement opportunity they had never seen.

Accounts Payable & Receivable

Never miss a payment or let an invoice go uncollected. We manage the full cycle — from vendor payments to client follow-ups. Example: Reduced average DSO (Days Sales Outstanding) from 47 days to 18 days for a logistics company.

Payroll Processing

Accurate, on-time payroll for teams of 5 to 500. Direct deposit, tax filings, W-2s, 1099s — all handled without you lifting a finger.

Tax Preparation Support

We keep your books audit-ready and work directly with your CPA or our tax partners to ensure a smooth, fast close at year-end.

Software Management

QuickBooks Online, Xero, FreshBooks, Wave — we manage your platform, train your team, handle integrations, and migrate data when needed.

Our Bookkeeping Process

1

Financial Audit

We review your current books, identify gaps, and understand your reporting needs.

2

Cleanup & Organization

We reconcile past periods, fix categorizations, and establish clean chart of accounts.

3

Ongoing Management

Monthly reconciliation, reporting, and proactive monitoring — all handled by your dedicated bookkeeper.

4

Strategic Insights

Regular check-ins with financial summaries and recommendations to help you grow.

QuickBooks Plan Finder

Build Your QuickBooks Package

Follow the steps below to build your ideal QuickBooks setup. All prices reflect our exclusive partner discount.

How it works: First, select a QuickBooks Online plan below based on the features you need. Then, if you need payroll, scroll down to the QuickBooks Payroll section to choose a payroll tier. Your combined monthly QBO fee will be shown at the bottom.
What features do you need? (Toggle on to auto-recommend a plan)
Choose your QBO Online plan (Click to select, click again to unselect)
Feature Simple Start Essentials Plus Advanced
Price (Partner)$30/mo$60/mo$90/mo$200/mo
Users13525
Income & Expense Tracking✓✓✓✓
Invoicing & Estimates✓✓✓✓
Tax Deductions✓✓✓✓
Receipt Capture✓✓✓✓
Bill Management—✓✓✓
Time Tracking—✓✓✓
Inventory Tracking——✓✓
Project Profitability——✓✓
Custom Reports & Dashboards———✓
Workflow Automation———✓
Priority Support———✓
QuickBooks Payroll

Truebooks Bookkeeping Pricing

Our bookkeeping services are priced based on your business complexity. Start with our intro rate to experience the difference, then move to an ongoing plan tailored to your needs.

Get Started

Intro Rate

$400
per month

Try our live bookkeeping service at a reduced rate and see the impact first-hand before committing long-term.

  • Live bookkeeper assigned
  • Monthly reconciliation
  • Basic P&L reporting
  • QuickBooks setup & support
  • Email & chat support
Entry Level

Basic Bookkeeping

$600+
per month — starting at

Full bookkeeping service for businesses ready for consistent, reliable financial management.

  • Dedicated bookkeeper
  • Monthly reconciliation & reporting
  • Accounts payable & receivable
  • Up to 2 bank accounts
  • Basic liability tracking
  • Phone, email & chat support
Advanced

Custom Bookkeeping

Custom
based on complexity

For businesses with higher complexity, multiple accounts, payroll needs, and software integrations.

  • Everything in Entry, plus:
  • Unlimited bank accounts
  • Full liability & asset tracking
  • Payroll processing
  • Multi-software integrations
  • CFO advisory hours
  • Priority dedicated team

What affects pricing? Your monthly rate is based on four factors: business complexity (entity type, industry, reporting needs), number of bank accounts connected, liabilities to track (loans, credit lines, payables), and software integrations (payroll, POS, CRM, etc.). We'll provide a custom quote during your free consultation.

HUMAN RESOURCES

Build a Stronger Workforce Without the Headaches

Strategic HR support that keeps you compliant, your team engaged, and your business protected — so you can focus on what you do best.

Services We Provide

Employee Onboarding

Structured, documented onboarding that gets new hires productive faster. We create offer letters, onboarding checklists, I-9 verification workflows, and 30/60/90-day plans. Example: A healthcare company cut new hire time-to-productivity from 8 weeks to 3 weeks.

Compliance Management

Stay ahead of federal, state, and local employment laws. We track regulatory changes, audit your policies, and keep your handbook updated. Example: Identified 6 FLSA compliance gaps for a 40-person manufacturer before they triggered an audit.

Benefits Administration

Design and manage competitive benefits packages — health, dental, vision, 401k, PTO, and more. We handle open enrollment, carrier relations, and employee questions.

Performance Management

Build a performance review system that actually drives improvement. Goal-setting frameworks, review templates, PIP processes, and manager coaching tools.

HR Policy Development

We write the employee handbook, draft workplace policies, and create the documentation that protects your business and sets clear expectations.

Employee Relations

Navigate difficult situations — disciplinary processes, terminations, workplace investigations, and conflict resolution — with experienced guidance that minimizes legal risk.

Our HR Process

1

HR Audit

We review your current practices, identify compliance risks, and assess gaps against best practices.

2

Policy & Documentation

We build or update your handbook, offer letters, job descriptions, and key HR policies.

3

Systems Setup

We configure your HRIS or ATS, set up workflows, and train your team on processes.

4

Ongoing Support

Monthly HR advisory, compliance monitoring, and on-call support for employee issues as they arise.

Compliance Areas We Cover

FLSA
FMLA
ADA
EEO
State Leave Laws
I-9 / E-Verify
Compliance Audit

One I-9 Error Can Cost You $2,507

We audit your HR documents, fix what's broken, and show you exactly how much you're saving in potential fines — before ICE shows up.

I-9_Audit_Review.pdf

Employment Eligibility Verification — Form I-9

Department of Homeland Security | U.S. Citizenship and Immigration Services
AUDIT RESULT: 4 VIOLATIONS FOUND
Employee Name Gonzalez, Maria A.
Date of Birth 04/15/1991
SSN ***-**-4829
Hire Date 01/15/2024
Section 1 Signed 01/15/2024 OK
Section 2 Completed 01/22/2024 LATE — Must be within 3 business days
Document List A U.S. Passport — Expired 11/2023
Employer Signature MISSING — Employer never signed Section 2
Reverification NOT COMPLETED — Passport expired, no new docs on file

I-9 Correction Addendum

Prepared by Truebooks Partners HR Division | March 31, 2026
Employee: Gonzalez, Maria A.  |  Original I-9 Date: 01/15/2024  |  Correction Date: 03/31/2026
Corrections Applied:
1. Section 2 Late Completion — Section 2 was completed on 01/22/2024, which exceeds the 3-business-day requirement. Notation added: "Section 2 completed late due to employer oversight. Corrected and documented per DHS guidelines."
2. Expired Document — U.S. Passport (exp. 11/2023) accepted at hire. Employee has provided renewed U.S. Passport (exp. 11/2033). Copy on file. Section 3 reverification completed.
3. Missing Employer Signature — Section 2 employer signature was blank. HR Director has now signed and dated with correction note: "Signature added 03/31/2026 to correct original omission."
4. Reverification — Section 3 completed with renewed passport information. New expiration tracked in compliance calendar for proactive reverification.
________________________________
HR Representative Signature & Date
________________________________
Employee Signature & Date
I-9 Compliance Audit — Savings Report 48 employees audited
17
Violations Found
17
Violations Corrected
100%
Compliance Rate
Violation TypeCountFine per ViolationPotential FineStatus
Section 2 Late Completion6$252 - $2,507$1,512 - $15,042Corrected
Missing Employer Signature4$252 - $2,507$1,008 - $10,028Corrected
Expired Documents on File3$252 - $2,507$756 - $7,521Corrected
Missing Reverification2$252 - $2,507$504 - $5,014Corrected
Missing I-9 Entirely2$252 - $2,507$504 - $5,014Corrected
Total Potential Fines Avoided $4,284 - $42,619
1I-9 Audit
2Addendum
3Savings

IT SERVICES

Technology That Works for You, Not Against You

Proactive IT management and security that keeps your systems running, your data safe, and your team productive — so IT is never a bottleneck.

Services We Provide

Network Management

We design, monitor, and maintain your network infrastructure — LAN/WAN, Wi-Fi, VPN, and remote access — to ensure uptime and performance. Example: Reduced network downtime by 94% for a 60-person logistics firm.

Cybersecurity

Multi-layered protection: endpoint security, firewalls, email filtering, MFA enforcement, and security awareness training. Example: Blocked a ransomware attack for a medical practice — zero data lost, zero ransom paid.

Cloud Solutions

Microsoft 365, Google Workspace, Azure, AWS — we migrate, manage, and optimize your cloud environment. Example: Saved a 30-person firm $2,800/month by migrating from on-premise servers to Azure.

Help Desk Support

Responsive IT support for your team — tickets, remote resolution, on-site visits when needed. Average response time: under 15 minutes for critical issues.

IT Strategy Consulting

Quarterly technology roadmap reviews, budget planning, vendor management, and strategic advice to ensure your IT investments align with business goals.

Software Implementation

We source, deploy, and configure business software — CRMs, ERPs, industry-specific platforms — and handle the integrations that make your stack work together.

Our IT Process

1

Discovery & Assessment

Full audit of your current environment — infrastructure, software, security posture, and risks.

2

Remediation Plan

Priority-ordered action plan to fix critical issues and build a stable, secure foundation.

3

Deployment

We implement solutions with minimal disruption, handling migrations, configs, and user training.

4

Managed Support

Ongoing monitoring, patching, backups, and responsive help desk — all included.

Security Stack We Deploy

Endpoint Protection
Email Security
MFA/Zero Trust
Cloud Backup
SIEM Monitoring
Security Training
Truebooks DB

Stop Running Your Business on Spreadsheets

We build custom database solutions tailored to how your company actually works — not how software companies think it should.

📊
Scattered Excel Files
We Build
⚡
Truebooks DB
employee_data_FINAL_v3.xlsx
FileEditViewFormat employee_data_FINAL_v3.xlsx
ABCDEF
1NameDeptStart DateSalaryStatusPTO Used
2Maria GonzalezOperations1/15/202462000Active3
3maria gonzalezOpsJan 15 2462,000.00active—
4James ChenFinance3/2/202458000Active5
5——————
6Sarah KimHR03-25-202454000Onboarding??0
7David BrownWarehouse8/10/2023#REF!Active12
8Alex RiveraShip / Receiving5/20/202348000Active8
Duplicate rows
Inconsistent formats
Broken formulas
No access control
Employees
PTO Tracker
Time Clock
Documents
Reports
Employee Directory
+ Add Employee Export Run Report
148
Total Staff
12
New Hires
6
Open Positions
97%
Retention
NameDepartmentStart DateSalaryStatusPTO Balance
Maria GonzalezOperationsJan 15, 2024$62,000Active17 days
James ChenFinanceMar 02, 2024$58,000Active15 days
Sarah KimHuman ResourcesMar 25, 2024$54,000Onboarding20 days
David BrownWarehouseAug 10, 2023$55,200Active8 days
Alex RiveraShipping & ReceivingMay 20, 2023$48,000Active12 days
Workforce Summary Report Generated Mar 31, 2026 at 2:15 PM

Total Headcount

148+12 from last quarter

Retention Rate

97%Industry avg: 82%

Headcount by Department

Ops Finance Warehouse HR Shipping IT Sales

PTO Utilization

Operations68%
Finance54%
Warehouse72%
HR41%

Avg Tenure

2.4years across all departments
1Spreadsheet
2Truebooks DB
3Report

Built for Your Workflow

Not an out-of-the-box tool. Every field, view, and automation is designed around how your team actually works.

Excel Migration

We take your messy spreadsheets and transform them into a real database — with validation, access controls, and reporting.

Multi-User & Secure

Role-based access ensures the right people see the right data. No more emailing spreadsheets back and forth.

Database Solutions

Choose the plan that fits your team's size and complexity. Scale up anytime as your business grows.

Starter

Get Started

$299
one-time setup fee

The perfect entry point — a professionally built database to get your business organized from day one.

  • Custom database design & setup
  • Up to 3 users
  • Data modeling & schema planning
  • Handover documentation
Most Popular

Team Database

$799
starting at — billed monthly

Built for growing teams that need a shared environment, their own subdomain, and connected workflows.

  • Everything in Starter, plus:
  • Up to 10 users
  • Dedicated subdomain for your team
  • 1 system integration of your choice
  • Limited support (business hours)
  • Performance monitoring
Enterprise

Enterprise

Custom
based on scope & complexity

Full-scale database infrastructure for organisations that need power, security, and dedicated expertise.

  • Everything in Team, plus:
  • Unlimited users
  • SSO implementation via your tenant
  • Unlimited system integrations
  • Unlimited ongoing support
  • Regular team training sessions
  • Dedicated point of contact

What affects pricing? Your database plan depends on: number of users, data complexity (tables, relationships, automations), integrations needed, and ongoing support level. We'll provide a detailed proposal during your free consultation.

IT Service Plans

Our IT services scale with your business. Whether you need project-based help or a fully managed solution, we'll build a plan around your environment.

Get Started

Project-Based

$150
per hour

On-demand IT support for one-time projects, migrations, and setups — no long-term commitment required.

  • Network setup & configuration
  • One-time security audits
  • Software deployment
  • Cloud migration projects
  • Email & phone support
Most Popular

Managed IT

$75
per user / month

Proactive monitoring, help desk, and security for your entire environment — your outsourced IT department.

  • 24/7 network monitoring
  • Help desk with <15 min response
  • Endpoint protection & MFA
  • Cloud backup management
  • Quarterly tech roadmap reviews
  • Vendor management
Enterprise

Full Stack

Custom
tailored to your environment

Everything in Managed IT plus Truebooks DB, custom integrations, compliance management, and dedicated support.

  • Everything in Managed IT, plus:
  • Truebooks DB custom databases
  • SIEM & advanced security
  • Compliance reporting (HIPAA, etc.)
  • On-site support available
  • Dedicated account manager
  • Priority escalation

What affects pricing? Your managed IT rate depends on: number of users, device count (workstations, servers, mobile), software stack complexity, and compliance requirements. Truebooks DB projects are quoted separately based on scope. We'll provide a detailed proposal during your free IT assessment.