Service FAQs

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. 

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. 

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.