Business analysis
services for
Companies of all sizes

We work with companies of all sizes, from large corporations to sole-proprietorships. In large organizations, the corporate finance team is often understaffed, unfortunately. This leads to frustrated and underserved business partners. FinTeam Business Consulting solves for this by partnering with these leaders, in conjunction with their finance team, to deliver extensive financial support. This support is often in the form of financial models, business analysis and vendor negotiations.

Visibility & Clarity

In working with Jamie and his team at the FinTeam, we have gained the visibility and clarity we need to plan wisely for the continued growth of Beacon Wealth Consultants, Inc. Outsourcing duties to a fractional professional, in this case CFO, is one of the best things we have ever done.

Rick Laymon, CFP, AIF, CKA Founder of Beacon Wealth Consultants, Inc.

Many smaller businesses are started by one person or a group of people with a strong skill or talent in a particular area, such as a law firm, medical office, plumbing company, etc. With a skillset in another area, often these businesses need assistance ensuring they are making good financial decisions. FinTeam fills this void by helping develop a budget, forecast profitability, explain financial results, and offer business insights to these groups and individuals.

ACCOUNTING

Accounts Payable
Ensure all your bills, including contractors, are paid timely and accurately.
Accounting Cleanup
Get your books cleaned up and ready for taxes, or worse, an audit.
Bookkeeping
Accurate financials categorized correctly according to GAAP rules and reconciled with your bank statements
Payroll
Pay your team accurately with proper tax and other deductions, as well as reimbursements
Payroll Setup
Get your team setup in a Payroll system, such as QuickBooks Payroll or Gusto
Quickbooks Online Setup
Establish your books in a proven accounting software, setup the chart of accounts and link all bank statements

FINANCIAL ANALYSIS

Business Valuation
Know the value of your business for the purpose of selling or acquiring funding
Budgeting
Create a financial roadmap by month for the next 12 months of your business operations
Cash Flow Planning
Create a plan to manage cash flow from business income and investments to operational and financing activities
Financial Projections
Forecast the next 3 years of your business’ financials including P&L and cash flow
Monthly Financial Review
Understand the story of your business, what is going well and what needs improvement to keep a financial pulse on things