FINSTRAVI SERVICES
The support you need today.
The capacity to grow with you.
Connect your financial foundation, business planning, and executive financial leadership. Start where your business needs support and expand as your priorities evolve.
SUPPORT THAT WORKS TOGETHER
There is no single package for every business. Choose the right starting point, then connect the services that bring deeper clarity, greater confidence, and stronger control.
01 / THE FINANCIAL FOUNDATION
Organized books. Useful financial information.
For businesses that need dependable transaction recording and accounts structured for reporting and analysis.
Monthly plans · Compare pricing for your transaction volume
Explore bookkeeping plans ↗
02 / THE ACCOUNTING FUNCTION
Dependable books. A clearer financial picture.
For businesses that need organized records, useful monthly financials, and a reliable close process.
Scope-based engagement · Onshore and nearshore options
Explore managed accounting ↗
03 / INSIGHT INTO ACTION
Understand performance. Plan your next move.
For teams that need budgets, forecasts, dashboards, and a clear connection between operations and financial results.
Project or ongoing monthly support
Explore FP&A ↗
04 / A PLACE TO THINK
Conversations that move you forward.
For executives who want regular time to review performance, check alignment, celebrate successes, and think out loud.
Weekly, twice monthly, monthly, or quarterly
Build your advisory plan ↗
05 / EXECUTIVE PERSPECTIVE
Leadership for the decisions that matter.
For businesses that need experienced CFO, VP Finance, or Head of Finance support as their complexity grows.
Fractional leadership · Scope matched to your business
Explore financial leadership ↗NOT SURE WHERE TO BEGIN?
Financial Advisory gives you a regular place to review your numbers and talk through the decisions ahead. Together, we can identify where additional support would make a difference.
FOCUSED PROJECTS
Need a model, report, planning session, or analysis? We’ll define the outcome, required information, timeline, and fee before the work begins.
Align leadership priorities, define objectives and KPIs, and turn decisions into an actionable operating plan.
Explore 2027 planning ↗Build a budget around your operational priorities, departments, entities, and cash needs.
Explore 2027 planning ↗Connect revenue, staffing, expenses, and investment assumptions in a model for planning or financing.
Discuss this project ↗Understand near-term cash inflows, outflows, and the decisions that affect your available cash.
Discuss this project ↗Bring cash, revenue, margin, and operational performance into a focused leadership view.
Discuss this project ↗Organize the financial results, trends, and commentary your board or investors need.
Discuss this project ↗Prepare the financial information and supporting materials for lender conversations.
Discuss this project ↗Define measures that connect operational actions with financial outcomes.
Discuss this project ↗Explore pricing, margins, service-line economics, and the tradeoffs behind profitability.
Discuss this project ↗Evaluate acquisition scenarios, financing assumptions, returns, and integration implications.
Discuss this project ↗Structure accounts so financial reporting supports how your business is managed.
Discuss this project ↗Have a different challenge? Let’s scope it together ↗
TARGETED ADD-ONS
Add capabilities around your existing team or engagement. Scope and pricing depend on your business and the work involved.
PLAN WITH PURPOSE. KEEP THE PLAN WORKING.
Build your 2027 budget on a strong understanding of your business. Pair it with monthly FP&A updates to review results, revisit assumptions, and guide operational action throughout the year.
Explore 2027 planning & budgeting ↗LET’S FIND THE RIGHT FIT
We’ll help you shape the right mix of services, a practical scope, and a clear next step.
Schedule a conversation ↗Have a question about your business? Send our team a text.
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