Helping Small Businesses Financially Flourish
By simplifying complex financial decisions
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 become your full finance team and ensure timely, accurate, and informative accounting practices are in place
Service FAQs
What specifically does FinTeam do?
We provide personalized financial guidance to help your business improve profitability, reduce debt, grow cash flow, and find financial peace of mind.
Every month, you can expect the following from us:
- A clean set of books and financial statements
- Monthly CFO calls, detailing your historical performance, performance relative to your budget, KPI analysis, and forecasted performance
- 12-month bottom-up budget
- Monthly cash flow forecast
- Special reporting (we leave this general because we will create custom reports based on your industry / company)
Learn more about our Bookkeeping and Fractional CFO services.
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 don't believe in a "one size fits all" approach - we build all of our quotes custom based on your needs.
Before beginning any work, we complete a Drake Check and share specifics on exactly what we believe you need from us. This details what we can accomplish for you and creates the basis for our pricing.
Plus, we do month-to-month pricing 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.
