Transition Planning

Business transition planning helps owners prepare for ownership or leadership changes, like retirement or M&A


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 while sustainably growing your business

Financial Projections

Forecast the next 3 years of your business’s financials, including P&L and cash flow

Monthly Financial Review

Understand the story of your business, what is going well, and what needs improvement

Pricing Analysis

Evaluate pricing strategy and find areas of improvement in pricing and margin

Strategic Financial Support

Many smaller businesses are started by one person or a group 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.
We work with small and mid-size companies and sole proprietorships. In many organizations, the corporate finance team is often understaffed. This leads to frustrated and underserved business partners. FinTeam Business Consulting solves this by partnering with these leaders and their finance team to deliver extensive financial support.

Our Service Plans

The Startup Plan

  • Monthly CFO Strategy Call
  • Review of Books

Tier 1 Support

  • Monthly CFO Strategy Call
  • Annual Budgeting
  • Financial Statement Review

Tier 2 Support

  • Tier 1 Support
  • Cash Flow Planning
  • Goal Setting & KPI Tracking

Tier 3 Support

  • Tier 1 & 2 Support
  • Monthly Financial Review
  • Operational Analysis
  • Pricing and Margin Analysis

* All service plans are personally tailored towards the Client’s needs

    Contact us today!