True Accounting & Finance Experts

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.