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.
FINTEAM
SERVICES
Transition Planning
Business transition planning helps owners prepare for ownership or leadership changes, like retirement or M&A
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 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
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.
* All service plans are personally tailored towards the Client’s needs