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FINSTRAVI SERVICES
Scalable and Dependable

Outsourced Financial Solutions

Choose the financial support your business needs today.
Then expand your finance department as your business grows.

FINSTRAVI SERVICES
Scalable and Dependable

Outsourced Financial Solutions

Choose the financial support your business needs today. Expand your finance department as your business grows.

Managed Accounting

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Starting At Custom Quote
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Best For

Businesses that need clean books, monthly financials, and a reliable close process. Onshore and Nearshore options available.

What's Included
Monthly Bookkeeping Bank Reconciliations Month-End Close Financial Statements Payroll Coordination QuickBooks Support

FP&A & Business Intelligence

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Starting At Project / Monthly
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Best For

Businesses that need budgets, dashboards, forecasts, KPIs, and cash visibility.

What's Included
Budget Development Rolling Forecasts Executive Dashboards KPI Development Cash Flow Forecasting Variance Reporting
HIGHEST VALUE · QUICK START

Monthly Strategy Reviews

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Starting At Monthly Advisory Most businesses begin here.
Start Here
Best For

Owners and leadership teams that want a monthly place to review performance, think through decisions, and stay accountable.

What's Included
Monthly Strategy Meeting Financial Review KPI Review Forecast Review Risk & Opportunity Discussion Action Items

Executive Financial Leadership

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Starting At Fractional
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Best For

Businesses that need CFO, VP Finance, or Head of Finance leadership without hiring the full-time role.

What's Included
Fractional CFO VP Finance Head of Finance Banking Relationships Board Reporting Finance Team Leadership M&A Support

Managed Accounting

Starting At
Custom Quote
Best For

Businesses that need clean books, monthly financials, and a reliable close process. Onshore and Nearshore options available.

What's Included
Monthly Bookkeeping Bank Reconciliations Month-End Close Financial Statements Payroll Coordination QuickBooks Support
Get Started

FP&A & Business Intelligence

Starting At
Project / Monthly
Best For

Businesses that need budgets, dashboards, forecasts, KPIs, and cash visibility.

What's Included
Budget Development Rolling Forecasts Executive Dashboards KPI Development Cash Flow Forecasting Variance Reporting
Get Started
GREAT PLACE TO START

Monthly Strategy Reviews

Starting At
Monthly Advisory
Best For

Owners and leadership teams that want a monthly place to review performance, think through decisions, and stay accountable.

What's Included
Monthly Strategy Meeting Financial Review KPI Review Forecast Review Risk & Opportunity Discussion Action Items
Start Here

Executive Financial Leadership

Starting At
Fractional
Best For

Businesses that need CFO, VP Finance, or Head of Finance leadership without hiring the full-time role.

What's Included
Fractional CFO VP Finance Head of Finance Banking Relationships Board Reporting Finance Team Leadership M&A Support
Get Started
PROJECT MENU

Periodic Projects

Need a specific financial model, report, planning session, or analysis?
Choose a project below—or tell us what you need.

Discuss Your Project →
Advanced
Planning • 2–3 Months

Annual Strategic Planning Retreat

Facilitate your annual executive planning retreat, align leadership priorities, establish strategic objectives, define KPIs, and develop an actionable operating plan for the year ahead.

Budgeting • 2–3 Weeks

Annual Budget Development

Build a detailed operating budget for the next fiscal year.

Forecasting • 2–3 Weeks

Three-Year Forecast Model

Create a monthly financial forecast for planning, financing, or board reporting.

Reporting • 1 Week

Executive Dashboard

Design a dashboard for KPIs, cash, revenue, margin, and operating performance.

Popular
Forecasting • 1–2 Weeks

13-Week Cash Flow Forecast

Build a near-term cash forecast to improve visibility and decision-making.

Reporting • 1–2 Weeks

Board Reporting Package

Create a monthly or quarterly reporting package for investors, lenders, or boards.

Financing • 1–2 Weeks

Bank Financing Package

Prepare financial materials for lenders and financing conversations.

Analytics • 1 Week

KPI Development

Define the operating metrics that matter most for your business.

Analytics • 1 Week

Pricing Analysis

Evaluate pricing, margin, profitability, and service-line economics.

Advanced
Transactions • 2–3 Weeks

Acquisition Modeling

Model acquisition scenarios, returns, financing, and integration assumptions.

Accounting • 3–5 Days

Chart of Accounts Redesign

Rebuild the chart of accounts so reporting supports better decisions.

Don't See Your Project?

Every business has unique financial challenges.

If you don't see the project you're looking for, we'll scope it together.

Discuss Your Project
ENGAGEMENT ADD-ONS

Add-Ons

Add targeted support to an existing engagement.

Accounting

Payroll Coordination +
Sales Tax Support +
Job Costing Setup +
Entity Consolidation +

Reporting

Department Reporting +
Lender Reporting +
Board Deck Support +

FP&A

KPI Refresh +
Forecast Update +
Cash Review +

Need something else?

We can customize add-ons around the financial support your business already has.

Build a Custom Add-On

Not Sure What to Buy?

Schedule a planning call and we will help identify the right level of support for your business.

Schedule a Planning Call Contact Us