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Frequently Asked Questions
What is a fractional controller?
A fractional controller is an experienced financial professional who provides controller-level expertise without the expense of hiring a full-time employee.
Fintech offers financial oversight, reporting, budgeting, forecasting, and strategic guidance tailored to your business. You receive the level of support you need, whether on an ongoing or project basis, without the cost of a full-time controller.
What types of business do you work with?
Fintech works with startups and small to mid-sized businesses across a variety of industries, including professional services, hospitality, retail, manufacturing, construction, and consulting.
Whether you’re launching a new business, growing an established company, or looking to improve your financial operations, services are tailored to your specific needs.
Do you replace my current CPA?
No. Fintech works alongside your CPA or other tax professional, not in place of them.
I help maintain accurate accounting records, prepare financial reports, and coordinate with your tax professional to ensure they have the information needed for tax preparation.
Fintech does not prepare or file income tax returns.
Will I actually work with you or your team?
You’ll work directly with me, not a rotating team of associates.
I intentionally maintain a small client roster so I can provide personalized attention, responsive communication, and hands-on involvement in your accounting and financial management needs.
When you have questions or need guidance, you’ll be working with the person responsible for your engagement.
How do I know my financial information is secure?
Protecting your confidential business and financial information is a top priority at Fintech Management Consulting.
We provide a secure client portal where you and authorized members of your team can safely upload, download, and exchange documents. The portal uses two-factor authentication (2FA), adding an extra layer of security to help prevent unauthorized access.
Using the client portal also reduces the need to send sensitive financial documents through email, which can be vulnerable to interception or unauthorized access.
Our goal is to make sharing information convenient while maintaining the confidentiality and security of your business records.
What if my books are a mess?
That’s exactly what our Catch-Up and Clean-Up Services are designed to address!
I’ll review your existing accounting records, identify missing transactions, reconciliation issues, and other inconsistencies, and develop a plan to bring your books up to date.
Because every situation is different, pricing is based on the condition of your records and the work required. We’ll discuss your needs and the recommended approach during an initial consultation.
How does monthly bookkeeping work?
Fintech handles the agreed-upon bookkeeping activities, including recording and categorizing transactions, reconciling accounts, and preparing monthly financial reports.
Depending on your service package, additional support may include accounts receivable, accounts payable, payroll accounting and reconciliation, budgeting, and financial analysis.
Monthly financial reports are generally delivered by the 10th of the following month, provided all necessary records and information are received on time.
We’ll determine the appropriate service package based on your business needs and transaction volume.
Do you offer services for businesses outside Las Vegas?
Absolutely! While Fintech is based in Las Vegas, Nevada, I work with businesses throughout the United States.
Services are provided virtually using secure, cloud-based accounting and communication tools. In-person meetings may be arranged upon request.
Can you help if I want to do my own bookkeeping?
Absolutely! Fintech offers DIY Bookkeeping Guidance for business owners who prefer to maintain their own accounting records.
Our one-time, 90-minute consultation starts at $175 and provides personalized guidance on bookkeeping fundamentals, record organization, and understanding financial statements.
For business startups that need ongoing assistance, we also offer a guided monthly bookkeeping package starting at $125.
And if you decide you’d rather focus on running your business, Fintech offers full-service monthly bookkeeping options.
Do you provide payroll services?
Fintech provides payroll accounting and reconciliation services using reports from your payroll processing system.
This includes recording payroll transactions, reconciling payroll accounts, and reviewing payroll reports for accuracy.
Fintech does not directly process payroll. Additional payroll-related accounting services may be available depending on your business needs. Contact us to discuss your specific needs.
Can you manage my accounts payable?
Yes! Fintech offers accounts payable management services to help you stay organized, manage cash flow, and maintain positive relationships with your vendors.
Services may include reviewing and recording vendor invoices, tracking outstanding bills, monitoring payment due dates, and preparing payments for your approval.
You maintain control over authorizing and submitting payments, while Fintech helps manage the accounting and administrative details.
Contact us to discuss your specific needs and how we can help streamline your accounts payable process.
Can you manage my accounts receivable?
Absolutely! Fintech offers accounts receivable management services to help you stay on top of customer invoices, monitor outstanding balances, and improve cash flow.
Services may include preparing and recording customer invoices, tracking payments, monitoring overdue accounts, reconciling customer balances, and providing accounts receivable aging reports.
By keeping your receivables organized and up to date, Fintech helps you better understand what customers owe and identify potential collection issues before they become larger problems.
Contact us to discuss your specific needs and how we can help streamline your accounts receivable process.
How much do your services cost?
Fintech offers flexible pricing based on your business needs, transaction volume, accounting complexity, and the level of support required.
Our monthly bookkeeping packages have published starting prices, while Fractional Controller Services, Catch-Up and Clean-Up projects, and Accounting & Business Consulting are priced according to the scope of work.
During your initial consultation, we’ll discuss your needs and recommend the services that best fit your business and budget. You’ll receive a detailed proposal outlining the recommended services and associated fees before making any commitment.
Visit our Pricing page to explore our service packages and starting rates.
What happens during the initial consultation?
Your initial consultation is an opportunity for us to get acquainted and discuss your business, current accounting practices, challenges, and financial goals.
I’ll ask questions to better understand your needs, answer any questions you may have, and explain how Fintech’s services can help you improve your accounting processes and financial management.
If we determine that working together is a good fit, I’ll prepare a customized proposal outlining the recommended services, scope of work, and pricing.
There’s no obligation to move forward. The goal is to help you understand your options and determine the best next steps for your business.
still have any questions?
Whether you’re ready to get started, want to discuss a specific service, or are simply exploring your options, I’m here to help.
Tell me a little about your business and the services you’re interested in. I’ll be in touch to discuss your needs and next steps.
