Help your clients strengthen their finance function.
Partner with a professional fractional Controller firm that helps business owners improve reporting, cash flow visibility, forecasting, and financial decision-making.
Built to support the clients you already serve.
We work best with trusted professionals who advise business owners and want a reliable finance partner to refer.
CPAs & Tax Firms
We complement tax and compliance work with year-round controller-level visibility.
Bankers & Lenders
We help borrowers improve reporting, forecasting, and cash flow visibility.
Advisors & Consultants
We support clients who need better financial information to execute their strategy.
A simple, professional referral experience.
You introduce us, we assess fit, and if there is a match, we provide controller-level support while protecting your client relationship.
You introduce us
Send a warm introduction or have the business owner contact us directly.
We assess fit
We review systems, reporting needs, pain points, and finance priorities.
We support the client
We deliver a professional experience that reflects well on you.
Have a client who needs stronger financial leadership?
Introduce us or reach out directly. We will help determine whether TruePoint Finance is the right fit.