Financial Services
Gain clarity. Make confident decisions. Build a financially healthy business.
Financial Consulting for Small Businesses
Most small business owners are overwhelmed by their numbers—often unsure which services are profitable, where cash flow is going, or how to plan for growth. Fortis provides financial clarity and structured support so you can run your business confidently, not reactively.
Whether you’re looking to understand your financials, improve profitability, prepare for lending, or build a budget you can actually rely on, we’re here to help you make smart, sustainable decisions.
Who We Support
We work with service-based businesses, healthcare & wellness practices, startups, and growing organizations that want:
✔ A clear understanding of their financial health
✔ Better budgeting and forecasting tools
✔ Insight into profitability and performance
✔ Help interpreting financial statements
✔ Support in preparing for lenders or investors
✔ Guidance in setting up QuickBooks or financial systems
✔ A structured approach to decision-making
If you’ve ever said, “I see money in the bank but I’m not sure how we’re actually doing,” this page is for you.
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Analytical Rigor
We apply structured methodologies and data-driven processes to deliver accurate, actionable findings.
Operational Precision
Our work integrates financial insight with practical execution, ensuring alignment between strategy and day-to-day operations.
Transparent Communication
We present complex information in a clear, concise format that supports rapid decision-making.
High Standards of Professionalism
We operate with the accuracy, dependability, and discipline expected of a financial or regulatory institution.
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1. Initial Assessment
We review current financial data, reporting processes, and operational structure.
2. Framework Development
We establish reporting frameworks, forecasting structures, and analytical tools tailored to the organization’s needs.
3. Financial Analysis
We conduct detailed evaluations of revenue, expenses, profitability, and operational performance.
4. Strategic Recommendations
We provide actionable guidance based on quantitative findings.
5. Ongoing Monitoring Support
We offer monthly or quarterly analysis to ensure sustained performance visibility.
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Fortis delivers the clarity, structure, and analytical support that organizations require to operate with confidence and control.
Request a consultation to evaluate your needs and discuss engagement options.
Our Core Services
Financial Clarity Diagnostic
A focused 60–90 minute deep dive to assess your true financial health.
We review your financial statements, discuss your goals, and identify your biggest opportunities and challenges. You will walk away with clear insights and practical next steps.
You’ll learn:
✔ Three key issues impacting your financial performance
✔ What’s working—and what’s not
✔ Where your money is going
✔ Actions you can take immediately
Ideal for: new clients, businesses needing direction, or owners wanting clarity before committing to deeper work.
Budgeting & Forecasting Package
A customized roadmap for the next 12 months of your business.
This package provides a structured budget and revenue forecast built around your goals, seasonality, expenses, and service mix. No more guessing—just clear numbers and a plan you can trust.
Includes:
✔ Customized annual budget
✔ Revenue projections
✔ Cash flow expectations
✔ Expense planning
✔ KPI recommendations
✔ A breakdown of your profit drivers
Outcome: A decision-making tool you can rely on every single month.
Profitability & Performance Analysis
Know exactly what makes you money—and what doesn’t.
We analyze your revenue streams, pricing, expenses, and cost structure to help you strategically shift your efforts toward your most profitable areas.
You’ll discover:
✔ Which services/products drive profit
✔ Which areas drain your resources
✔ Pricing or cost issues
✔ Opportunities to increase margin
✔ How to structure your offerings for growth
This analysis often pays for itself in a single change.
QuickBooks Setup & Financial Organization
Get your financial foundation in order.
If you’re overwhelmed by bookkeeping systems or don’t know where to start, we help set up or clean up your QuickBooks so your numbers are organized and meaningful.
Includes:
✔ Chart of accounts setup
✔ Categorization cleanup
✔ System organization
✔ Basic workflows for smooth tracking
Perfect for: new businesses, growing medspas, and service providers.
Fractional CFO Monthly Support
Your on-demand financial decision-making partner.
A monthly consulting relationship that gives you strategic support without hiring internally.
Includes:
✔ Monthly review of your financials
✔ Strategic guidance
✔ Budget-to-actual analysis
✔ KPI tracking
✔ Planning and advisory
This is ideal for businesses preparing to scale.
Bank Regulatory Readiness & Governance Support
Strengthening oversight, documentation, and exam preparedness for community banks and credit unions.
Fortis provides comprehensive regulatory readiness support designed to help institutions confidently navigate OCC and NCUA examinations. With experience as a former OCC examiner, we offer a proactive approach to strengthening governance, enhancing oversight, and reducing the likelihood of MRAs or supervisory findings.
Our services focus on helping your leadership team present clear, well-supported documentation, ensuring alignment with regulatory expectations and industry best practices.
Our support includes:
✔ OCC/NCUA Exam Readiness — gap analysis, pre-exam preparation, document review, and examiner-style questions
✔ Liquidity & IRR Review — assessment of modeling assumptions, stress testing, governance, and ALCO reporting
✔ Strategic & Capital Planning — alignment of goals, risk appetite, KPIs, and forward-looking governance
✔ Policy & Governance Enhancements — updates to policies, risk assessments, roles, and board oversight structure
✔ Board Reporting Improvements — clearer narratives, stronger risk summaries, and exam-ready reporting
Whether your institution is preparing for an upcoming exam, strengthening risk management, or improving board-level oversight, Fortis helps you build a more confident, compliant, and resilient organization.
Ready to Gain Financial Clarity?
Take the first step with a free discovery call.
We’ll discuss your business, your goals, and how Fortis can support you.