Will you take my client?
No. Finanzap does not do accounting, tax or audit work, and does not offer it to any client, including those who come through your recommendation. The client relationship stays yours.
For accountants and CPAs
You close the month. We work with what you deliver.
Finanzap provides monthly financial analysis (FP&A) for privately held U.S. businesses. We do not do accounting, tax or audit work. If a client of yours needs that analysis, this is how we work with you.
Before you recommend us
Three questions an accountant is entitled to ask.
What will you ask of me?
What you already produce at the close. No rework, no new formats and no access to the accounting system: exported files are enough.
What do I gain?
A client who uses the numbers you close every month and stops asking you for analysis outside your engagement. If a question about an entry comes up during the analysis, we bring it to you: the books are yours.
Behind Finanzap are more than 20 years of executive financial experience. About the firm
Every month
What we need from you, and nothing more.
The month’s trial balance
As it comes out of your close. The cycle starts that day, whether it is the 10th or the 20th.
Sales statistics
When they come from the accounting system. If the company keeps them elsewhere, we ask the company.
Context you know
Now and then, a short question: an unusual expense, a change in operations, or the owners’ plans, such as a distribution.
The budget and the weekly conversations are with the company’s management. They do not take your time.
For your client
What it costs, and what you can send.
What it costs your client
US$3,000 per month, fixed fee.
Two spots at a reduced rate: US$2,000 per month, fixed for 12 months, in return for a short testimonial that can be published without a name. Two spots are still available. They are open to any business that comes to us: they are not reserved for your clients.
The first month is split into two payments. Recommending us costs you nothing and commits you to nothing.
What you can send
A sample report, with fictitious data, shows what your client would receive every month. You can forward it with a note of your own.
Do you have a client this would help?
Write to us before you mention it. We will show you a sample report and answer your questions.