True Solar Utilizes Fractional CFO Services for Their Growing Solar Business

Industry

Energy

The Challenge

As a young solar company, True Solar reached a point where spreadsheets and manual financial projections were no longer enough. Leadership needed clearer visibility into the company’s financial position to support confident decision-making, long-term planning, and upcoming regulatory changes in the solar industry.

The Results

By working with Preferred CFO for Fractional CFO leadership, True Solar gained clear financial visibility, trusted executive guidance, and confidence in daily decision-making. With CFO-level insight in place, the company is now positioned to navigate industry legislation changes and plan future growth with clarity.

Key Services

Fractional CFO, CFO Consulting

“Before Preferred CFO, I was guessing where we stood financially. Now I know exactly where we are, and that confidence drives our decision-making every day.”

Travis Eichelberger

Owner & CEO

True Solar Home Solar on top of house in Iowa with Preferred CFO CFO consulting

About True Solar

True Solar is a locally owned and operated solar energy company serving homeowners, farms, and businesses across Iowa. The team lives and works in the communities they serve, bringing a hands-on, personal approach to every project.

True Solar performs all installations in-house without subcontractors, ensuring consistent quality and accountability. As the company grows in a rapidly evolving renewable energy market, it remains focused on reliable service, thoughtful expansion, and strong financial leadership.

The Challenge That True Solar Was Facing

As a fast-growing solar company two years into operations, True Solar faced a challenge common to many early-stage businesses: financial responsibility was increasing faster than internal financial structure and the ability to forecast.

True Solar Leadership relied heavily on spreadsheets to manage cash flow, projections, and planning, but the process lacked clarity and confidence. Financial forecasting was difficult, reporting was time-consuming, and decision-making often required educated guesses rather than reliable insight.

As regulatory and legislative changes began impacting the solar industry, the need for stronger financial leadership became more urgent. True Solar needed more than bookkeeping or basic reporting. They needed Fractional CFO services that could provide real-time visibility, forward-looking guidance, and executive-level financial decision support without hiring a full-time CFO.

The CFO Solution
Fractional CFO Leadership in Action

True Solar partnered exclusively with Preferred CFO for Fractional CFO consulting services, gaining direct access to experienced CFO leadership tailored to the needs of a growing solar business.

Working closely with their assigned CFO, Bruno DeJesus, Preferred CFO replaced spreadsheet-based finance with structured reporting, clear financial models, and meaningful projections aligned to real operational decisions. Instead of reacting to financial data after the fact, leadership gained proactive CFO guidance designed to support growth, compliance, and long-term planning.

Preferred CFO’s approach went beyond traditional CFO solutions by acting as a trusted strategic partner. The engagement provided executive insight into cash flow, profitability, and financial performance while helping leadership evaluate future scenarios, including legislative changes and potential expansion into new product offerings.

Core CFO Solutions Implemented

Outsourced CFO leadership and executive financial guidance
Clear financial reporting and improved visibility into performance
Forward-looking projections tied to operational and strategic decisions
Ongoing CFO consulting support for growth and regulatory planning
Trusted financial leadership without the cost of a full-time CFO

The CFO Results

Clear Insight, Confident Decisions

With Fractional CFO leadership in place, True Solar no longer operates with uncertainty around its financial position. Leadership now has clear, consistent insight into the business, enabling confident daily decisions and long-term strategy development.

The company benefits from CFO-level financial oversight without the cost or complexity of a full-time hire, allowing True Solar to remain agile while still operating with mature financial discipline. As the solar industry continues to evolve, Preferred CFO provides ongoing guidance to help True Solar adapt to regulatory changes, protect margins, and evaluate growth opportunities with clarity.

This partnership transformed financial management from a pain point into a strategic advantage for True Solar moving into the future.

Looking Ahead With True Solar

As significant legislative changes approach in the solar industry, True Solar is positioned to adapt with confidence. With Preferred CFO providing ongoing Fractional CFO services, the company can assess regulatory impact, plan for change, and pursue future growth opportunities with clear financial leadership in place.

Comprehensive Case Study Summary

True Solar’s partnership with Preferred CFO demonstrates how Fractional CFO services provide early-stage and growing companies with the financial leadership needed to scale responsibly. By replacing spreadsheets with experienced CFO consulting and executive-level guidance, True Solar gained clarity, confidence, and a strategic partner prepared to guide the business through industry change.

At a Glance

Client: True Solar
Industry: Solar & Renewable Energy
Primary Service: Fractional CFO Services from Preferred CFO
Assigned CFO: Bruno DeJesus
Key Outcome: Financial clarity, decision confidence, CFO leadership, and future readiness