Nancy is a founding Member at True West. She brings over 20 years of experience in the financial industry with a concentrated focus in regulatory compliance consulting for registered investment advisory firms. She has a passion for working with clients in developing their compliance programs and assists firms with building a true culture of compliance. Nancy strives to keep a simple and straightforward approach to running an efficient compliance program.
Ride Toward Financial Clarity
True West delivers integrated, audit-ready financial management built for modern advisory firms. Our finance services bring transparency, accuracy, and strategic insight to every corner of your RIA’s back office — helping you stay profitable, efficient, and always exam-ready. By unifying financial operations under a single framework, True West eliminates silos and empowers leadership with real-time visibility into firm performance.
Finance Services Levels
Core Bookkeeping
Monthly reconciliations & reporting
RIA-specific chart of accounts
Advisory fee & custodian revenue tracking
Quarterly review with accountant
Growth Finance
Includes everything in Core PLUS:
KPI and budget reporting
A/P, A/R, and custodian reconciliation
Controller-level oversight
Quarterly strategy call
Fractional CFO
Includes everything in Growth PLUS:
Cash flow forecasting
Partner comp & valuation modeling
Capital & budget planning
Executive finance meetings
Own Your Financial Frontier
Mastering your firm’s finances doesn’t have to be a wild ride. True West’s integrated finance services bring control, transparency, and precision to every ledger line. We’ll keep your financials steady and your growth on course — so you can focus on guiding clients, not balancing books.
