Tru Financial Solutions: Leading the Charge in CAS

In the thriving community of Murfreesboro, TN, Tru Financial Solutions is making a substantial impact in the Client Advisory Services (CAS). Since its founding in 2020, this innovative firm has been recognized as one of Woodard’s Top 50 CAS Practices. Known for its dedication to precision, personality, and client empowerment, Tru Financial Solutions is setting new standards in the industry.

Core values that drive success  

Tru Financial Solutions thrives on values encapsulated in their “Tru” philosophy: Tru Financials, Tru Service, Tru Solutions, Tru Relationships, and Tru Value. These principles guide every client interaction, ensuring businesses receive not only expert financial guidance but also a partnership built on trust and integrity. Jennifer Anderson, founder of the firm, emphasizes the importance of turning financial clarity into meaningful insights and long-term strategies.  

A dedicated team with a personal touch  

With a team of one full-time and four part-time professionals, Tru Financial Solutions specializes in serving subscription and service-based industries. Their core services include controllership, accounts payable, accounts receivable, payroll, budgeting, and cash flow management. By focusing on clean data and clear communication, they provide tailored solutions that empower clients to achieve sustainable growth.  

Empowering client success stories  

A standout success story involves Boro Business Lab, a marketing firm that needed a solid financial foundation to support rapid expansion. Tru Financial Solutions streamlined their bookkeeping and provided cash flow insights, transforming chaos into clarity. In just 18 months, the firm grew from $200K to over $1 million in revenue, culminating in a smooth sale and successful exit. This transformation underscores Tru’s dedication to turning businesses into scalable, sellable assets.  

Recognized for excellence  

Tru Financial Solutions' achievements have been widely recognized. They have won multiple community awards, including the 2025 Platinum Accountant and Gold Accounting Firm titles in the Murfreesboro Community Votes Awards. These accolades reflect their unwavering commitment to excellence, innovation, and client satisfaction.  

Innovation and community at the core  

Innovation is at the heart of Tru Financial Solutions’ operations. By merging cutting-edge technology with a human touch, they provide smart and soulful advisory services. Their forward-thinking approach ensures clients have the tools and insights needed to make informed decisions.  

Community engagement is equally important. Tru Financial Solutions fosters a culture of relationship-building and empathy, ensuring clients feel seen and supported. This community-driven approach enhances client satisfaction and contributes to the firm’s overall success.  

A bright future ahead  

Tru Financial Solutions continues to inspire with its blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to empowering clients and fostering a positive community remains unwavering. Their advice to new CAS firms is insightful: 

"Listen — truly listen — to your clients. Beyond the spreadsheets and dashboards, hear their story.  Every business owner has a heartbeat behind the balance sheet — a personal and professional journey that shapes every decision they make. When you understand both, you stop being just their accountant… and start becoming their advisor, their translator, their ally.  Because in the end, numbers may measure success — but understanding multiplies it."

For more information about Tru Financial Solutions and their services, visit their website at gettrufinancials.com.  

This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.     

This article was written with the assistance of AI and edited by a human.