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Fintrae Services for your Small Business

We offer comprehensive financial management services, streamlining operations and ensuring compliance to support your business growth and success.

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A diverse group of five people engaged in a meeting in a modern office, discussing services with notebooks, a laptop, and various office supplies on the table.
Logo featuring a stylized yellow tree with spread-out branches, symbolizing growth and stability, above the text "Cleveland OH Bookkeeping.
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.
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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 with your overall vision.

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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 include quarterly tax estimates, tax planning, resolutions, and more.

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A person in a striped shirt is organizing a stack of papers on a desk with colorful sticky notes, meticulously sorting through Payroll documents and HR files.
Payroll & HR
We handle payroll processing, benefits administration, and compliance, allowing you to focus on your core business.
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Five individuals in business attire collaborate around a table, examining documents and charts related to AR & AP Management. One person holds a tablet, and another uses a laptop.
AR & AP Management
Streamline invoicing, manage receivables, process vendor invoices, ensure timely and accurate payments to optimize cash flow and strong supplier relationships.
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A person sits at a desk, engrossed in financial charts and graphs on the computer screen, indicating project finance analysis, while another individual talks on a phone in the background.
Project Finance

For professionals in need of one-off and 2 – 9 month project based financial / accounting solutions.

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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!

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