Fintrae Services for your Small Business
We offer comprehensive financial management services, streamlining operations and ensuring compliance to support your business growth and success.
Bookkeeping
Delivered on time with our stamp of quality assurance, built customized for your reporting needs to provide useful insights.
Virtual CFO
We utilize cash flow forecasting, financial models, budgets, and more to align your short and long term goals to your overall vision.
Tax
We currently offer limited tax services which includes quarterly tax estimates, tax planning, resolutions, and more.
Payroll & HR
We handle payroll processing, benefits administration, and compliance, allowing you to focus on your core business.
AR & AP Management
Streamline invoicing, manage receivables, process vendor invoices, ensure timely and accurate payments to optimize cash flow and strong supplier relationships.
Project Finance
For professionals in need of one off and 2 – 9 month project based financial / accounting solutions.
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!