(855) 893-7526 | info@truewealthdesign.com

Who We Help

Who We Help

Over the years we found that larger CPA firms were often overcharging and underserving successful but “small” business owners. Unless the business was large enough and paid enough to garner attention, the business was assigned a junior level person and received junior level advice, if any at all.

On the other hand, there are many CPA firms that are comprised of one or two CPAs who always seem to be playing catch-up. They’re nice enough people. But they lack the people, technology, and resources needed to provide high-quality, proactive advice while delivering exceptional service.

If you are a small business owner who is overcharged and underserved by a large CPA firm or get lackluster service and little to no proactive advice from the one-or-two-man band down the road, we may be the porridge that is just right for you.

True Wealth focuses on helping business professionals in our local community become even more successful. We can help simplify your financial life, make smarter financial decisions, and attain more freedom and peace of mind.

Whether you are an architect, attorney, engineer, or veterinarian … or you specialize in dentistry, insurance, healthcare, or real estate, you are the fabric of our community. You are who we serve and serve well.

We can help simplify your financial life,
make smarter financial decisions, and
attain more freedom and peace of mind.


Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

read more

 Our Specialties

Service-based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...

read more

Healthcare Professionals

Our firm is committed to helping you achieve financial success within your healthcare practice. Our skilled professionals have years of experience in providing...

read more

Real Estate

We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with...

read more


Our firm specializes in accounting services for the practice of veterinary medicine. We offer extended value to your practice because we truly understand the challenges you face. You operate a medical office, hospital and pharmacy—which translates to complex inventory and ordering activity. Because of our vast experience serving...

read more


Latest from Our Blog

qb-proadvisor-desktop qb-proadvisor-advdesktop qb-proadvisor-online qb-proadvisor-advonline qb-proadvisor-enterprise

Learn More

Help us. Help others.

Tell us about your experience with our firm.

Review Us