Empowering
single-owner
accounting firms
Truewind’s software is built to help owner-operated bookkeeping firms thrive by providing powerful automation, actionable insights, and a seamless client experience—all while giving you the freedom to focus on what matters most: growing your business and delighting your clients.
Get in touch ✤ See what AI can do
QuickBooks Online
QuickBooks helps small and medium-sized businesses with accounting
Stripe
Stripe is a payment processing platform that accept payments and send payouts
Ramp
Spend management, corporate credit card and bill pay solution
Rippling
Single platform to managepayroll, HR, IT & spend in one place
Mercury
Online business banking stack for startups and small businesses
Strategic
Truewind
is built for managing
hundreds of clients.
Attract premium clients with efficient, tech-enabled services that allow you to turn around quickly and charge higher rates. See and manage all your clients inside one web-based portal called the Client Hub. Generate clear audit trails and comprehensive statements that build client trust. Reduce stress by maintaining organized, up-to-date records. Expand your service offerings to include financial forecasting, cash flow analysis, or industry-specific insights—all inside one platform.
Our promise to you
Unmatched Accuracy
Get accurate books every month. A combination of our concierge team and AI provides unmatched precision and transparency in accounting.
Faster Monthly Close
We can close your books in days instead of weeks, and our financial reports will help you make informed and timely business decisions.
World-Class Support
As a company, we view our clients as partners and prioritize your best interests. Our CPAs are available to assist you every step of the way.
Peter Fishman
Co-Founder, CEO
•
Mozart Data
Big fan of the Truewind. Handles our back office finance side. We’ve gotten to 25 people without needing a finance hire leveraging Truewind for bookkeeping and key reporting (not just financial statements). They also really go over and above.
Strategic
Scale business
with higher
capacity for advisory work.
As a single-owner accounting firm, you are focused on growing client pool. Truewind enables you to dandle more clients without hiring extra staff or onboarding more tools. Streamline workflows to save time and energy for business growth, doing it all inside Truewind: document ingestion, management, confidence scores, auto-tags expenses, auto-categorizations expenses, company and personal book management with AI-powered invoice reader and invoice splitter coming soon.
Free up capacity to take on higher-value advisory roles, increasing your profitability per client. Both large and small firms love us for that.
Get in touch ✤ See what AI can do
Strategic
Simplify communications
strategically with every client.
No need to chase clients for documents—Truewind centralizes contracts, receipts, and invoices for easy access.
Faster resolution of discrepancies and client queries strengthens relationships and enhances your reputation. Offer a seamless, stress-free client experience that sets your firm apart. Do it like a big firm, yet keep the bottom line profitable as can be.
Strategic Finance
Scaling
Compliance
You probably do
taxes
too. Let us help you.
Software takes care of the accounting that gets tax work done on. The R&D tax credit and tax filing process for you. You only need to answer a few questions, and we will file the necessary paperwork.
Spending hours reconciling and categorizing transactions to prepare tax-ready reports. Chasing clients for missing receipts and invoices under tight deadlines. Balancing daily accounting with the added complexity of tax filings. Maintaining accuracy to avoid compliance risks and client dissatisfaction. All of these tasks? So yesterday.
Get in touch ✤ See what AI can do
Start transforming your own accounting business today.
Get in touch ✤ See what AI can do
Peter Fishman
Co-founder
"We grew to 25 people without needing a finance hire. We just kept leveraging Truewind. They really follow through and deliver."
Michael Yuan
Head of Finance
"In the midst of all the craziness prepping for a board meeting, Truewind closed our books on the 13th, the fastest we've ever experienced."
Jimmy Daly
CEO
"Such a good service. I did all the accounting & bookkeeping myself for 2+ years and it's such a relief to finally have experts handle it."
Truewind connects to major general ledgers: NetSuite, Xero, Quickbooks Online, Sage
Truewind seamlessly integrates with your current operations. Truewind pulls and pushes data in real time, ensuring all financial information stays consistent and synchronized across platforms.
Harmoniously connected with each of your client's ledgers, you can close books faster and deliver timely financial reports. Better decision-making all around.
Frequently asked
questions
Your success is our top priority. Our team is here to assist you every step of the way
What is the pricing structure for Truewind’s services?
What types of companies does Truewind serve?
Does Truewind provide services to international companies?
What requirements are necessary to start working with Truewind?
Does the service include customer support?
What is the difference between accrual and cash bookkeeping? Which method do you use?
