Schedule a Call
Your Virtual CFO & Partner for Tactical Decision Making

Strategic Financial Solutions for Small Business Growth

Optimize your financial operations with customized bookkeeping, accounting, tax, and fractional CFO services. Unlock the power of data, metrics, and forecasting to turn your financial strategy into a competitive advantage!
Become a Client Now
Support & Attention

To make it simple, “why can’t I get a hold of my accountant” should NEVER cross your mind.

Flexibility

We are your one stop shop trusted advisors for all things finance; adapting our services to your needs.

Experience

We’re skilled at advising on financial management and making complicated things easy to understand.

Technology

We stay on top of what’s HOT in Fintech to make sure it is leveraged to your benefit.

  • Before

Many Problems

  • Disorganized Finances
  • Missing Critical Deadlines
  • Lack of Strategy
  • Limited Insights
  • Incurring Penalties
The Challenge

Small business owners have several financial needs that can be difficult to find in one place at an affordable price. In the course of business, questions arise, data is unclear, and critical deadlines are missed. This is a huge burden to juggle alongside other more important daily task. We are here to bridge this gap for you.

13

Hours Lost

A man in a white shirt sits at a desk with a stressed expression, holding his head as multiple hands present documents, a phone, and a tablet to him—clearly in need of strategic financial solutions.
  • After

The Fintrae Solution

  • Accurate Records
  • Effective Processes
  • Strategic Guidance
  • In-depth Analysis
  • Business Growth
A person in a white shirt uses a stylus on a tablet at a desk, surrounded by notebooks and pencils, focusing intently on strategic financial solutions.

Net Income

$ 0
The Opportunity

Fintrae empowers small businesses to make transformative, competitive decisions by equipping you with big picture perspective and tooling. Our tailored services include expert cash flow management, strategic tax planning, and streamlined cost management to enhance profitability.

WHAT WE OFFER

Designed to Free Your Time and Maximize Your Profits

A person uses a calculator at a desk cluttered with financial charts and graphs, meticulously handling bookkeeping tasks while holding a credit card and working on a laptop.
Bookkeeping
Delivered on time with our stamp of quality assurance, built customized for your reporting needs to provide useful insights.
A person at a desk with financial documents and a computer displaying stock charts, holding a smartphone showcasing a video call with their virtual CFO.
Virtual CFO

We utilize cash flow forecasting, financial models, budgets, and more to align your short and long term goals to your overall vision.

A tax form on a clipboard, a calculator, pen, dollar bills, and a laptop on a white desk—everything you need to explore our professional tax services.
Tax
We currently offer limited tax services which includes quarterly tax estimates, tax planning, resolutions, and more.
View All Services
Treaton McGlohoin, the CEO, smiles while adjusting his jacket, wearing a light gray blazer, red tie, and checkered shirt.
Business Growth Mastery

Drive Business Growth with Expert CFO Guidance and Strategic Planning

Working with a Virtual CFO will not only help you to optimize your long term financial performance, but it will also provide you with clear effective strategies to drive your company’s mission forward.
Planning
We are responsible for planning and formulating effective long-term financial strategies for your business.
Leadership
We take responsibility for providing visionary leadership that drives inspiration, fosters innovation, and ensures structured sustainability for your business.
Google Reviews logo featuring five yellow stars below, ideal for showcasing stellar bookkeeping services.

"An accounting back office that supports your business worldwide."

Certified Management Accountant
ECBA Certified
Corporate Finance Institute Certified
CompTIA Project Plus Certified
Quickbooks Certified ProAdvisor Online
Quickbooks Certified ProAdvisor Payroll
Quickbooks Advanced Certified ProAdvisor
Enrolled Agent FLTPWUR
Work Process

Simple Steps to Financial Clarity and Control

01.
Initial Call Consultation and Assessment
This is where we will conduct a comprehensive interview with you to identify key pain points and areas of concern. We want to understand your business, goals, and current financial situation.
02.
Financial Analysis and Process Diagnostic
We take a deep dive into your historical financial data to highlight key findings. Evaluating workflows, performing ratio and trend analysis, scanning for book errors, and conducting a detailed cash flow review.
03.
Pricing Strategy Development

Optimize your pricing strategy by making adjustments to your current pricing structures, analyzing market conditions and competitors, developing data-driven discount policies and value-based models to maximize revenue and profitability.

04.
Marketing and Financial Synchronization
Align your new lead generation efforts with your financial goals to drive business growth. Assessing acquisition cost and analyzing campaign ROI. Our approach ensures efficient resource utilization.
05.
Financial Planning and SMART Goals
Presenting you with a financial roadmap aligned with your business objectives. Using the SMART goals framework, we create a detailed budget, forecast model, and provide capital allocation and actionable step guidance.
06.
Implementation and Continuous Improvement

Your Fintrae CFO team ensures your companies ongoing financial health through regular performance monitoring, reporting, KPI tracking on a dashboard personalized with your most important metrics. See results, Earn more, Scale!

See More
Fintech Stack

Build Your Fintech Stack with Us!

At Fintrae, we utilize advanced financial tools to deliver comprehensive services tailored to your business needs. Whether you already have existing systems in place or require assistance setting up new ones, we ensure seamless integration and effective utilization to enhance your financial management capabilities. Capture the full power of automation within your daily processes.

Let's Talk Today

One Step Closer to a Good Night Sleep

At Fintrae we offer you innovative financial solutions to relieve the stress of managing your Small Business finances. Our “customized” virtual CFO consulting and full service bookkeeping services empower you to focus on those task that bring you joy!

Book Your Free Consulation
Three people in business attire are having a discussion in a meeting room, with a presentation screen displaying bar charts in the background, focusing on strategic financial solutions.
0 %
Satisfaction Rate
0 +
Industries Served
0 +
Years of Experience
0
Consulting Hours
Client's Testimonial

What Our Clients Say

Jamel F.
Teleioscn | Healthcare
Mr. McGlohon was great. He responded very quickly. I reached out for one QBO beginning balance issue, and not only did he help me solve this but noticed a different recon issue that I needed to focus on. He was very insightful. I scheduled a 30-minute consultation and he hung on for almost an hour to assist & answer my questions. He even called back once we had connectivity issues. Great customer service, very insightful and professional. I appreciate his help and would recommend him to others.
Google Reviews logo featuring five yellow stars below, ideal for showcasing stellar bookkeeping services.
Joey I.
NettaWorks | Consulting

Working with Fintrae has really helped our business. They keep a close eye on our cash flow, so we always know where we stand. They set up our invoicing, bookkeeping, and payroll systems, making everything run smoother and saving us a lot of time.
Their CFO reports are super helpful, giving us a clear picture of how we’re doing. We also have monthly meetings with them, which keep us on track and allows us to handle any financial issues before they become big problems. They’re a real partner who cares about our success. We highly recommend their services to any business looking to get their finances in order and grow.

Titus H.
Hamilton Plumbing | Professional Services
Fintrae International has been very helpful for me as a first time small business owner. They helped clean up my books and are always willing to go the extra mile to help my business succeed.
Google Reviews logo featuring five yellow stars below, ideal for showcasing stellar bookkeeping services.
Jason E.
Black Mountain Yarn Shop | Retail
Traeton handled a MASSIVE bookkeeping cleanup project for our small business in WNC. He is a fantastic communicator and really knows his stuff!
View All Reviews
Our Latest Blog

Gain Insights and Stay Ahead

Access valuable insights to keep ahead of the curve.
Visit Our Blog