FinTeam Business Consulting

Fractional CFOs, controllers, and accountants

Do you have confidence in your financial decision-making?

It is a harder question than it sounds. Most owners know something is off long before they can put a name to it.

Start here

Which one sounds the most like you right now?

Not sure yet?

We fix the bottom of the stack before we touch the top of it.

Transactions hold up accounting data. Accounting data holds up reporting. Reporting holds up strategy. If a lower level is broken, we do not skip it and work above it, because everything above it is wrong by definition.

Sound familiar

Things owners tell us on the first call, before they are clients.

"My P&L says I am profitable, but I cannot explain where the money went."
"I check my bank balance before every decision. That is my financial strategy."
"I am the only person who understands our finances, and even I do not fully trust them."
"I know I need to hire, but I cannot tell if I can actually afford it."
"Last year my tax bill was a complete surprise. I cannot go through that again."
"I have been burned. Someone told me we were in great shape and we almost ran out of cash."

What changed

Our resume is not our experience. It is our impact.

Three owners, three different breaks, and what each one said afterward.

"I spent a full day every month just tracking receipts and managing books."

Every hour you spend in QuickBooks is an hour you are not bidding jobs, closing sales, or leading your team. You are doing twenty five dollar an hour work with time that is worth many times that.

"The end of the first month when I didn't have to spend a day with the books and tracking receipts. More time to spend growing the company."

Jerry Hertzler, Four Seasons Roofing

"Our books were noisy, inconsistent, and impossible to rely on."

You have data, but you do not have information. Reports exist and they do not mean anything, because you cannot tell what is signal and what is mess.

"After months of disciplined work tuning and tightening our financials, we have a symphony of numbers that are reviewed, verified, and aligned."

Dan Walsh, Shepherd

"We had a massive finance gap and we needed someone yesterday."

You outgrew your financial infrastructure and kept going. Now you are making leadership-level decisions with no financial partner in the room, and the cracks are starting to show.

"They handled everything from the most routine tasks to helping senior leadership think through key decisions."

Stephen Bateman, The Southern Group

Two ways to start

Thirty minutes, and a written answer on where your finances actually stand.

It is a no obligation pitch, and you get the written report either way.

Start the Drake Check Work with us