We will do your bookkeeping each month, as your bookkeeper we organize your business transactions and prepare financial statements. We deliver tax-ready financials to track the health of your business with monthly financial reporting.
At tax time, we send a package with everything you need to file. Or, let us do it for an additional fee. Lastly, we provide business advice, and consultation regarding the routine and day to day management issues and matters that your companies may encounter.
Meeting the banks eligibility requirements can be daunting for most clients. It’s why they turn to us for the technical assistance they need before their application is submitted to the bank. We’ll advise you to ensure your loan documentation meets every requirement. Then match you with the trusted lenders in our network most likely to fund your business. Approximately 90% of all loans referred to our network get funded.
We diagnose strategic problems in connection with organizational issues. Many companies face challenges often that requires competent diagnosis more than an examination of the external environment, the technology and economics of the business, and the behavior of no managerial members of the organization.
That’s why we give more than advice, we make recommendations and presents a consistent, logical action plan of steps designed to improve the diagnosed problem.
We’re experts at packaging loan files for submission to the SBA. From completing the appropriate forms, to obtaining the necessary information required to meet specific program criteria, our team is happy to help make the process as seamless as possible.
Market & Industry Research Report
Business Valuation Reports
”Benchmarking & Valuations”
Valuation reports provide the most comprehensive and in-depth business value analysis available, whether you’re comparing growth rates or evaluating a company’s economic performance.
Confidently seize opportunities and mitigate risk with reliable data that provides you with the unparalleled insights you need for accurate, thorough audits.
Industry Financial Performance Report
Access the most accurate data on over 5,000 industries at the national, state, and local level. Sort by area and 15+ sales classes to get industry financial data, including financial ratios covering cash flow solvency, profitability, efficiency, and debt-risk.
Industry Market Demographics Report
Access detailed market data for 9,000 industries in any US state, metro area, zip codes, and radius market levels. This data highlights competitors, market volume, market penetration, and productivity, making it great for business plans, local market analysis, and more.
Company Profiles Report
Company profiles provide a unique, holistic window into a target company. These reports include company-specific information such as vestment business value projections, industry market analysis, and key financial ratio indicators. Look beyond financials at social media and public records.
Market Profiles Report
Compare performance, understand market advantages and opportunities, and measure your competitive position. Use benchmark, sales, market, and efficiency metrics to gain insights into a local market.
In the standard business plan package, you receive weekly phone calls to discuss your plan. To create the plan, we follow 5 steps: Discovery; Business Assessment; Market Research with Customer and Competitive Analysis; Financial Analysis; and creation of the Final Plan. The full plan is normally 25 to 45 pages and requires 45 hours to complete, plus weekly meetings.
Credit analysis is the method by which we calculate the creditworthiness of a borrower or business. The owner must qualify as a grantor and the business must qualify as viable. We analyze industry financial data, benchmarked against your financials, along with any criminal background checks, liens, judgements as well as the 5 C’s of credit.
In other words, It is the evaluation of the ability of a company to honor its financial obligations. The outcome of the credit analysis will determine what risk rating to assign the borrower. The risk rating, in turn, determines whether to extend credit or loan money to you the borrowing entity and, if so, the amount to lend or not.
Growing your business in a fast-moving world takes knowledge, persistence and determination. And when it comes to payment solutions, working with a trusted partner makes all the difference. Whether your business needs a simple way or a sophisticated solution to accept payments, we can help you find the right tool so you can focus on running your business.
Backed by the strength and stability of U.S. Bank, Elavon offers flexible payment solutions structured to give you the opportunity for greater growth and profitability. We provide some of the fastest funding in the industry, so you can better manage cash flow and your business operations. Our payment optimization solution suite can help reduce or offset the cost of payment acceptance.
We partnered with Elavon to help you manage your payment acceptance, provide more value to our customers and save money. Members who take advantage of Elavon’s payment solutions will receive our preferred partner pricing.
FinTech Capital Management
FINTECH CAPITAL MANAGEMENT
3050 POST OAK BLVD., SUITE 510, HOUSTON TX 77056
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