Setting Expectations
We will educate you about gaps in your financial state, the minimal level of performance you should expect given your size, complexity and business model.
We exist to make our clients businesses more profitable, more sustainable and more valuable.
We understand the entrepreneur, their environment, their challenges and they are all we serve (we don’t take a big corporate approach)
We have a customized approach – each client is different, we tailor our solutions to each unique client, meeting them where they are and helping them on their own unique journey where they want to go.
We have such diverse skill and experience under one roof, and our clients get access to all that, not just one person. That also means our services can evolve as their business evolves.
What to Expect Working With Fintrepid Solutions
Think of us as the concierge medicine solution for your business.
Have some elbow pain – it could be a nerve issue, maybe a tendon issue. A business is the same way. You may be feeling pain in one area, even mild pain, and it could be an indicator of something beneath the surface.
We focus on getting to the root problem of what is affecting your business, and working with you to fix it, so you can focus on your highest and best use and grow boldly.
Like a good doctor, we need to run some tests to see what’s really going on.
If you had a health concern, wouldn‘t you want to know what’s going on?
Unsure of where to start? You’re not alone. Many founders come to us needing help with their budget, end-of-year or end-of-month tasks, replacing key accounting team members, or improving reporting. Ultimately, they need better systems in operations and finance, and integration of their tech stack.
We begin like any good diagnostician—with a Physical.
The Fintrepid Physical is a comprehensive checkup on the financial health of your business.
Process Overview
- Financial Review – P&L, Balance Sheet, and Cash Flow
- Review of Transactional and Informational Flow
- Key Process and Systems Deep Dive
- Interviews with Key Personnel
- Review of Loan Agreements
- Review of Key Contracts, Vendors, and Customers
- Review of Organizational Structure
Process Deliverables
- Risk assessment, recommendations, and findings for business improvements.
Example Outcomes
- A better understanding of the financial position of the enterprise as a whole for owners with multiple companies.
- Identified potential debt service cost savings of over 10%.
- Gained improved visibility into movement and uses of cash over time.
- Identified issues in customer contract pricing with gross margin impact of 10%.
- Identified issues in financial reporting that may be misleading to management or third parties (investors, lenders, etc.).
