Finteam Business Consulting

Finteam Business Consulting is a bookkeeping and financial consulting firm serving business owners in Mecklenburg County, North Carolina. Its method starts at the base of the finance function, with transactions, then accounting data, then reporting and finally strategy. If a lower level is broken, the firm fixes it before working above it.

What Finteam Business Consulting offers

• Bookkeeping: clean, reliable books, including work in QuickBooks.
• Forecasts and budgets: models that help owners decide whether they can afford to hire or invest.
• Financial modelling and projections: used, for example, to support an SBA loan application.
• Valuation reports: data analysis and a valuation prepared for a business sale.
• Financial review: a thirty-minute check that ends with a written answer on where the finances stand.

Who it works with

Small business owners who cannot explain where their money went, who rely on the bank balance to make decisions, or who have outgrown their finance set-up.

Key facts

• Based in: Mecklenburg County, North Carolina, USA
• Confidentiality: signs a non-disclosure agreement before reviewing any financials
• Contract: a statement of work sets out expectations