FinTeam Business Consulting
The Drake Check

Find Out Exactly How Your Business Is Doing

A free, one-week financial assessment that tells you where your business stands — and what to do about it.

Free assessment
~1 week turnaround
NDA protected
No commitment required
Schedule My Drake Check See how it works
Why businesses come to us

Sound familiar?

Profit margins are falling and you want to understand why.

Cash is drying up and you need to know where it's going.

You got a big windfall and want to know where to put it.

You've used the same bookkeeper for years and no one has checked their work.

You're thinking about selling and want to maximize your price.

You just want to know if things are actually good or not.

"How is my business actually doing?"

We heard that so often we built a formal process to answer it.

Friends, colleagues, and clients would regularly ask Drake, our owner, for honest feedback on their financial situation. The impact from those conversations was significant — so we decided to formalize the process.

The Drake Check takes all of your financial inputs and answers one simple question: are things good, or not good? We go deeper than that — we tell you why, and exactly where to improve.

We're convinced FinTeam is an excellent partner for most businesses. But we want your business to financially flourish regardless of whether you work with us.

The process

Simple, quick, and efficient.

01

Schedule a chat

We'd love to hear about your story, your business, and your dreams.

02

Sign an NDA

We both sign — your information stays fully confidential, always.

03

Share access

We'll need access to your accounting software, preferably QuickBooks Online.

04

Review findings

~One week later, we walk you through everything we found.

What we analyze

Five components. One clear picture.

01

Profitability

Revenue trends, margins, cost management, and concentration risk.

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02

Cash Flow

Operating, investing, and financing cash flow — plus receivables, payables, and inventory.

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03

Financial Leverage

Debt structure and balance — finding the right leverage to accelerate growth.

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04

Operational Leverage

Fixed vs. variable costs and how your cost structure impacts profit as revenue changes.

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05

Accounting Processes

Transaction accuracy, vendor management, reporting quality, and automation opportunities.

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Ready to see how your business is really doing?

Schedule your free Drake Check and get a clear, honest picture of your finances in about a week.

Schedule My Drake Check

Free · No commitment · NDA protected