About Tru-Financial

Building stronger foundations
for your business.

With years of experience managing business finances, we deliver clear, organized financial records and better visibility into your numbers — so you can focus on running the business.

Who We Help

Built for the people behind the business

We work with contractors, trades, small service companies, and other small-business owners who need reliable financials without adding more back-office stress to their day. Whether you're managing projects, tracking expenses, or chasing cleaner monthly numbers, we bring order and clarity to the numbers behind your business.

👷

Contractors & Trades

General contractors and specialty trades — HVAC, plumbing, electrical, construction — who need real job costing and project profitability.

🏠

Home-Service Businesses

Landscaping, roofing, remodeling, and property-maintenance companies that need clean financials and cash-flow visibility.

📐

Small Business Owners

Growing businesses that want a financial partner — not just a bookkeeper — from tax-ready books to strategic planning.

Meet The Team

The people behind your numbers

A family-run firm with Big-Four training and real construction-accounting experience.

Rocio Caballero — Tru-Financial Management

Rocio Caballero

Co-Founder · Bookkeeping & Construction Accounting

Over 15 years of experience working primarily in the real estate industry, holding roles across construction accounting, property accounting, budgets, payroll, and audits.

Tony Caballero — Tru-Financial Management

Tony Caballero

Co-Founder · Tax & Financial Strategy

Over 25 years of combined experience across Big 4 accounting firms and corporate accounting — tax compliance, accounting for income tax, cost accounting, and tax technology, with deep work in project implementations, data management, and financial reconciliations.

Why Clients Choose Us

More than bookkeeping — financial management in one house

🎓

Big-Four Expertise

PwC-trained, corporate-grade accounting discipline applied to small-business books — without the Big-Four price tag.

🦺

Contractor Specialized

We speak your language — job costing, WIP, change orders, draw schedules, and retention — not generic bookkeeping.

🏛️

Books to Tax, One House

Financial management and tax preparation under one roof, so your numbers stay consistent from January to April.

🌐

Personal & Bilingual

A dedicated, responsive team that knows your business by name. Houston-based, serving clients nationwide. Hablamos Español.

Ready When You Are

Ready for clean, contractor-smart financials?

Stop chasing receipts, fixing messy books, and wondering where your profit went. Let's build a smart, structured system that works for your business.

Or call us: (346) 810-6900