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Empowering small businesses to evolve

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OUR SOLUTION

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Where do we begin?

Write a compelling financial story ("FINstory") in the most efficient manner

Using QuickBooks Online and its powerful ecosystem of task and industry specific apps

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What’s next?

Analyze the finstory

Comparing your company’s performance against the targets we set together at the beginning of each month

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Now to the future!

Plan a better next chapter to the FINstory each and every month

Adjusting the performance targets and establishing a plan for achieving the new goals

FINstory Service levels

Each service level can be accessed through 1 of 2 options:

  1. FINdetail manages the new system

  2. FINdetail trains your company's employees and assists them in the management of the new system

Reporting package contains the standard financial statement compilation reports as well as applicable customized reports

Analytics package contains a robust and easy to follow report on your performance in comparison to the set targets

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  • Mid-month and month-end transaction processing

  • Month-end reporting and analytics package

  • Mid-month and month-end status calls

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  • Month-end transaction processing

  • Month-end reporting and analytics package

  • Month-end status calls

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  • Month-end transaction processing

  • Month-end reporting package

How it Works

  • Monthly investment is inclusive of staff training and QuickBooks Online company file troubleshooting

  • Monthly investment is inclusive of the QuickBooks Online subscription as well as any Intuit approved apps to be utilized

QUICKBOOKS ONLINE BENEFITS

  • Powerful accounting tool that also integrates with an ecosystem of Intuit approved apps

  • Apps make data capture more user friendly and efficient

  • Industry and task specific apps offer additional features and functionality

Online Benefits

  • Robust Cyber Security: 128 bit encryption

  • Access: from any device with an internet connection

  • Price: half off through a ProAdvisor and value of efficiency frees up resources for reallocation to other areas of the business

  • Always Up-To-Date: updates are pushed through automatically, no need to purchase new versions

  • Continuous Backup: no need to manually backup company file

 
 

FINacademy was established to make the tools that small business owners need in order to evolve readily available through on-demand video training

Why FINdetail

Because we love to…

(1) Help our clients turn profit into a habit

 
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(2) Help our clients find their sweet spot

 
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(3) Help our clients scale their business

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(4) Help our clients identify their ideal market wave

 
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(5) Make our clients’ lives as easy as possible

At FINdetail our passion doesn't end with your company’s financial story, we’re passionate about the way it’s written. We'll help improve your workflows surrounding data, increasing efficiency so that you can concentrate on the areas of your business that drive profit. Here at FINdetail we're on a constant mission to turn square wheels into round ones.

At FINdetail our passion doesn't end with your company’s financial story, we’re passionate about the way it’s written. We'll help improve your workflows surrounding data, increasing efficiency so that you can concentrate on the areas of your business that drive profit. Here at FINdetail we're on a constant mission to turn square wheels into round ones.

(6) Work with industries that we're passionate about

 
 

We are passionate about small businesses

especially Non-Profits!

We love that they serve noble goals and Love to give

(7) Deliver happiness to our clients and WOW them!

 
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Who We Are

Road to FINdetail

An accountant from birth, I've always been very analytical and viewed scenarios in an if/then frame of reasoning. This mental framework lent itself nicely to the language of accounting.

I formed FINdetail in order to combine my three top passions in life, accounting, optimizing processes, and helping others. Now I don’t work a single day of my life, I just help clients I love by doing what I love.

Road to FINfreedom

The first time I received a paycheck, age 13 when I worked at my aunt and uncle’s coffee shop, my mum taught me that my first act should be to take a portion of my paycheck straight to Credit Union and I could do what I wanted with the remainder of my paycheck. She didn’t refer to this practice as the “pay yourself first” concept which I’d later read of in books such as The Richest Man In Babylon by George S. Clason but that was exactly what these books taught. Later on in life when I started my small business I came across a book called Profit First by Mike Michalowicz which applied the pay yourself first concept to engineering profit into a business by taking a portion of each dollar earned and putting it straight to a different account from the operating accounts. I knew immediately that this would work because it had worked for me in my personal savings. Now at the beginning of each month I take a percentage of each dollar received from my clients and move the funds into 1 month rolling fixed deposits. On a quarterly basis I make my company pay me a profit distribution out of the fixed deposits, we as small business owners take on tremendous risk and we should therefore be rewarded with a regular dividend just like any other investor.

pay yourself first and you’ll achieve financial Freedom by turning corporate profit and personal saving into a habit rather than an event you’re waiting to happen

 
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Biography

Melanie McTaggart | Founder & Managing Director

Melanie has in depth experience in the asset management industry both as a Chief Financial Officer of an Investment Manager to a traditional master-feeder hedge fund structure and as an auditor with Ernst & Young, working in their New York City and Cayman Islands offices. She graduated summa cum laude from the University of Pennsylvania (Wharton School of Business) obtaining a Bachelor of Science in Economics with concentrations in Accounting, Finance and Legal Studies & Business Ethics. She obtained a Master of Professional Accounting from The University of Texas at Austin (McCombs School of Business) with a GPA of 3.97. She is a licensed Certified Public Accountant in the State of New York.  Melanie has also passed Level I of the CFA. She is a QuickBooks Online Advanced Certified ProAdvisor. Melanie is a member of the Cayman Islands Institute of Professional Accountants where she serves on the Careers and Mentoring Committee, and the Accountants in Business Committee. Melanie is also a member of the Cayman Islands Chamber of Commerce, the Cayman Islands Small Business Association and the Business and Professional Women’s Club of Grand Cayman. She is a proud Big Sister to a wonderful Little in the Big Brothers Big Sisters of the Cayman Islands Program.

Our Values

Pursue lifelong learning, always be in search of ways to evolve

Deliver happiness and WOW! to clients, colleagues and vendors

Be unabashedly out of the box and always question the default

Be vigilant, identify broken systems and fix them

Value intentions not outcomes and never fear failure

I am on a mission to eliminate the pay check to pay check life style and bring my clients the financial freedom they deserve!
— Melanie McTaggart