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.
Finance Support
Growth without financial clarity is guesswork.
Our Finance Support Services give you the structure, visibility, and insight you need to confidently run—and scale—your business. We go beyond basic accounting to help you understand what’s really happening inside your firm, so you can make smarter decisions, faster.
From day-to-day financial operations to forward-looking analysis, we help ensure your numbers tell a clear, accurate story.
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.
