Helping Small Businesses Financially Flourish
Our Areas of Excellence
Cash Flow Forecasting
Determine and help businesses to see their cash requirements so they don't run out of cash
Expense Management
Maximize your profitability by optimizing and providing oversight on spending
Cash Flow Management
Identify opportunities to optimize and deploy cash flow
Accounting Support
We support your accounting team to help leverage efficiencies, implement automations, and provide a second level of review on yoru financial statements
Service Offerings
Bookkeeping + Financial Reporting
$599
per month
Bookkeeping
Customized Financial Reporting
KPI Tracking
Quarterly Financial Review
Bookkeeping + CFO Lite
$899
per month
Bookkeeping
Customized Financial Reporting
KPI Tracking
Monthly Financial Reviews
Core Fractional CFO
$1,799
per month
Financial Reporting / KPI Tracking
Annual Budgeting
Monthly Cash Flow Forecasting
Headcount Planning
Monthly Financial Reviews
Comprehensive Fractional CFO
Custom
per month
Everything in Fractional CFO Package
Financial Operations and Automation
Weekly Cash Flow Forecasting
M&A Support (Buy-side or Sell-side)
Pricing Strategy / Job Costing
Service FAQs
What's our value-add?
We simplify complex financial decisions that you encounter on a regular basis so that you can pursue maximum ROI decisions. In practice, it looks like answering the following questions:
- Should we buy the car with cash or debt?
- My sales are down. Do I need to replace the marketing agency I use?
- How much money should I pay as a distribution?
- What type of debt should I use in my business?
- I'm operating below the industry's average profit margin. How do we increase profitability?
- What do we need to do to prepare to sell our business?
We also double-check your accountant's work. For most of our clients, we have saved multiples of our annualized fee from catching miscategorized expenses, which would have resulted in significant fees from the IRS and their CPA.
What do we charge?
We have standardized pricing models for most of our service offerings; for businesses with specific needs, we create a custom scope and pricing structure.
Before beginning any work, we complete a Drake Check and share specifics on exactly what we believe you need from us; we don't believe you can make a decision on working with us until you can see the value we provide. This assessment details what we can provide to you.
Plus, we do month-to-month billing with no minimum commitment.
Why should I work with FinTeam?
FinTeam is run by entrepreneurs for entrepreneurs. We know that money is personal and are committed to earning your trust, doing the right thing, and honoring you in how we handle your finances.
About FinTeam
For us, financial consulting is more than a job, it’s a passion. We love supporting small businesses and helping them achieve financial peace of mind, pay down debt, and improve profitability. We are data-loving, excel-shortcutting, cash flow forecasting finance fanatics and we tenaciously apply ourselves until our clients reach their goals.
