True Accounting & Finance Experts

BACKGROUND

Please describe your company and position.

I am the Owner of Calmn Holdings LLC

Describe what your company does in a single sentence.

CALMN Holdings LLC is a holding company focused on building longer term sustainable investments in business of all sizes. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire True Accounting & Finance Experts to accomplish?

• To track and record all financial transactions
• The project also aimed to establish a clear financial picture for better decision-making and ongoing stability.

SOLUTION

How did you find True Accounting & Finance Experts?

• Referral
• Other

Why did you select True Accounting & Finance Experts over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from True Accounting & Finance Experts were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Monthly financial transactions data entry and reconciliation. Year end financial review and planning. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The engagement resulted in 100% reconciliation of all bank and credit card accounts and the successful cleanup of prior-period financial discrepancies. Financial records were brought fully up to date, eliminating backlog and reducing reporting delays.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

All deliverables were timely and thoroughly explained. 

What was your primary form of communication with True Accounting & Finance Experts?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their level of professionalism, integrity, and passion stood out.

Are there any areas for improvement or something True Accounting & Finance Experts could have done differently?

Not that see 

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of New Motivation LLC, a home services company. We provide residential homes for children ages 10–21 years old.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with True Accounting & Finance Experts?

We needed help completing an annual financial audit and a biannual agreed-upon procedures (AUP) report.

SOLUTION

What was the scope of their involvement?

True Accounting & Finance Experts completed a financial audit and submitted everything required by the state to maintain my federal funding. The team handled all aspects of the audit and state submissions.

What is the team composition?

We worked with 2–5 teammates from True Accounting & Finance Experts.

How did you come to work with True Accounting & Finance Experts?

Someone referred True Accounting & Finance Experts to me.

What is the status of this engagement?

We worked together from May to July 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

True Accounting & Finance Experts successfully completed a full financial audit. All required financial documents were submitted to the state on time, meeting regulatory standards. As a result, we fully maintained our federal funding with no interruptions.

Moreover, True Accounting & Finance Experts improved our financial organization and documentation, making records audit-ready and easier to review. The team also strengthened our internal financial controls, reducing risk and improving long-term compliance. We saw improved accuracy and consistency in financial reporting and stronger internal controls.

Additionally, the Department of Job and Family Services accepted the completed financial audit with no corrective action plan required and continued eligibility.

How did True Accounting & Finance Experts perform from a project management standpoint?

True Accounting & Finance Experts' project management was highly organized, proactive, and deadline-driven. We mainly communicated through virtual meetings.

What did you find most impressive about them?

True Accounting & Finance Experts worked with urgency, not panic. I was also impressed by their ability to make complex things simple.

Are there any areas they could improve?

There wasn't anything significant that needed improvement. True Accounting & Finance Experts delivered exactly what we needed when we needed it in a way that protected compliance and funding.