Woman-Owned Small Business SAM.gov Registered Serving Georgia & Nationwide Government & Commercial

Founder-Led. Fortune 500 Trained. Small Business Responsive.

True Pathway Financials is a business operations firm led by Zuri N. Wilson, MBA, Lean Six Sigma Black Belt, Certified Scrum Master, and QuickBooks Certified ProAdvisor. We bring a decade of Fortune 500 operations experience to every engagement, including revenue assurance management, contract compliance, PMO business analysis, and field operations. Our clients receive the same rigor and discipline applied at enterprise scale, delivered with the accessibility and responsiveness of a small, founder-led firm.

1Financial & Accounting Support

Financial Operations & Accounting Support

NAICS 541219 541214 541213

End-to-end financial recordkeeping, reconciliation, and reporting for service-based businesses, government programs, and grant-funded initiatives. Our financial operations support gives clients accurate books, clear reports, and the compliance infrastructure needed for audits, funding, and strategic decision-making.

  • Bookkeeping and financial recordkeeping
  • Bank reconciliation and month-end close support
  • Accounts payable and receivable processing
  • Financial reporting and analysis
  • Budget preparation and monitoring
  • Budget vs. actuals tracking and variance analysis
  • Payroll coordination and support
  • Revenue assurance, billing integrity, and leakage reviews
  • Grant fund tracking and financial compliance support
  • Contract and billing compliance audits
  • QuickBooks setup, configuration, and cleanup
  • Tax preparation support (2027, upon credentialing)
2Management & Process Consulting

Business Process Improvement & Operations Consulting

NAICS 541611

Lean Six Sigma-driven process analysis, documentation, and improvement consulting. We identify inefficiencies, eliminate waste, and build the operational infrastructure that allows organizations to scale without chaos. All engagements are led by a Lean Six Sigma Black Belt with demonstrated Fortune 500 results.

  • Business process improvement (Lean Six Sigma methodology)
  • Process documentation and SOP development
  • Workflow design and operations optimization
  • Organizational and operational assessments
  • Change management and adoption support
  • Revenue leakage identification and recovery consulting
  • Contract and billing compliance reviews
  • AI strategy, adoption, and implementation consulting
  • Business launch readiness and foundation setup
  • Entrepreneurship consulting and business startup support
3Project Management & Business Analysis

PMO Support, Project Coordination & Business Analysis

NAICS 541611

Project management and business analysis support for agencies and organizations that need structured delivery without a full-time PMO. We bring Certified Scrum Master methodology, Google Project Management certification, and hands-on enterprise PMO experience to every engagement.

  • PMO support services
  • Project coordination and management
  • Requirements gathering and business requirements documents (BRDs)
  • Process mapping and current-state documentation
  • Systems selection, implementation, and migration support
  • Scheduling, dispatch, and resource optimization
  • Stakeholder coordination and communication
  • Status reporting and project documentation
4Data & Reporting

Executive Dashboards, KPIs & Performance Reporting

NAICS 541611

We design and maintain the reporting infrastructure that helps leadership teams see what is happening, measure what matters, and communicate performance clearly. From executive dashboards to compliance scorecards, we turn raw data into actionable leadership-ready reports.

  • Executive dashboard design and maintenance
  • KPI development and performance scorecards
  • Compliance and performance reporting
  • Data visualization and leadership readouts
  • Budget vs. actuals dashboards
  • Smartsheet, Excel, and QuickBooks reporting
5Administrative & Operations Support

Administrative Support & Business Operations Services

NAICS 561110 561410 561499

Reliable administrative and operational support for agencies, prime contractors, and growing organizations. We handle the operational infrastructure that keeps the business running so leadership can focus on mission-critical work.

  • Executive and administrative support services
  • Document preparation and records management
  • Data entry and database maintenance
  • Order and contract validation support
  • Scheduling and calendar management support
  • Correspondence and communication support
6Training & Technical Assistance

Workforce Training & Small Business Technical Assistance

NAICS 611430

Practical, skills-based training for staff, small business owners, and entrepreneurs. Our training programs are designed for real-world implementation, not theory. Delivered in cohort and one-on-one formats for agency-supported programs and direct clients.

  • QuickBooks and financial literacy training
  • AI adoption and AI literacy training for staff and business owners
  • Process improvement training and workshops
  • Entrepreneurship and business startup training (cohort and one-on-one)
  • Business launch readiness programs
  • Financial operations training for small-business-serving organizations
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Proven at Scale

A decade at Comcast across field operations, contract compliance, revenue assurance management, and PMO business analysis. $2M in potential revenue loss recovered. $1.5M in incremental revenue generated. $100K saved on a five-week enterprise tool migration with 95% user adoption.

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Credentialed Leadership

MBA · Lean Six Sigma Black Belt · Certified Scrum Master · QuickBooks Certified ProAdvisor · Google Project Management Certificate · Intuit Bookkeeping Certification. Every engagement is led by Zuri Wilson directly.

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One Accountable Partner

Finance, process, systems, and training capabilities under one roof, delivered founder-led with vetted contractor support. Clients do not get handed off to junior staff. They work with the person who built the methodology.

Certifications & Credentials

Woman-Owned Small Business (WOSB)
SAM.gov Registered
QuickBooks Certified ProAdvisor
Intuit Bookkeeping Certified
Lean Six Sigma Black Belt
Certified Scrum Master
MBA — Walden University
Google Project Management Certificate

NAICS Codes

  • 541219 — Other Accounting Services (Primary)
  • 541213 — Tax Preparation Services
  • 541214 — Payroll Services
  • 541611 — Administrative Management & General Management Consulting
  • 561110 — Office Administrative Services
  • 561410 — Document Preparation Services
  • 561499 — All Other Business Support Services
  • 611430 — Professional and Management Development Training

Ready to Work Together?

Whether you are a government agency, prime contractor, or commercial client, we welcome the opportunity to discuss your needs and determine how TPF can support your mission.

Let’s discuss your needs.

Book a free 30-minute discovery call. We will listen, understand what your organization needs, and determine the right path forward together.

Book Your Free Discovery Call →