Empowering small businesses to evolve

 
 
 

FINstory Services



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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 Intuit approved apps

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What’s next?

Analyze the finstory

A cloud based analytics platform with robust and easy to follow graphical displays of your company’s Key Performance Indicators (“KPIs”) determined together by you and FINdetail

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Now to the future!

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

Always evolving and pushing the KPI targets, establishing a plan for achieving the new goals


Service levels


Basic FINstory

  1. Transaction processing

  2. Standard reporting package

Standard FINstory

  1. Transaction processing

  2. Standard reporting package

  3. Analytics (PDF & online portal)

Advanced FINstory

  1. Transaction processing

  2. Standard reporting package

  3. Analytics (PDF & online portal)

  4. FINstory consulting


FINstory Analytics



Why FINdetail? Because we love to…


Help our clients turn

profit into a habit

(rather than an event they’re waiting to happen)

 
 

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 busines…

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.


Help our clients achieve

organizational efficiency

 
 
The bee is the most intelligent of God’s creatures. If mankind implemented their system of work, we’d still be living in the Garden of Eden.
— Henry Otto Watler

Help our Clients Understand the Importance of Altruism in Business


Deliver happiness and WOW to

clients, colleagues, staff and vendors

 
 

OUR VALUES

See beGOOD tab in the navigation bar for an explanation of FINdetail’s primary immutable law

  1. beGOOD, do well by doing good

  2. Pursue lifelong learning; always be in search of ways to EVOLVE

  3. Deliver happiness and WOW to clients, colleagues, staff and vendors

  4. Be unabashedly out of the box and always question the default

  5. Be vigilant, identify broken systems and fix them

  6. Value intentions not outcomes; never fear failure


Road to FINdetail

Always having been an avid reader, I ironically found the study of languages challenging. So I was elated when I discovered the elegant language of accounting. Now I assist my clients in writing the financial stories of their companies.

I formed FINdetail in order to combine a number of my 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 as a teenager my mum taught me to immediately take a portion and save it

  • When I started FINdetail I applied the pay yourself first concept to my business

  • As small business owners we take on risk and should therefore be rewarded with dividends just like any other investor


Biography

Melanie McTaggart | Founder, Managing Director and CEO (chief evolution officer) 

Melanie has in-depth experience in the accounting industry having served as CFO of a hedge fund and as an auditor with Ernst & Young, working in their New York City and Cayman Islands offices. Melanie graduated summa cum laude from the Wharton School of Business obtaining a Bachelor of Science in Economics with concentrations in Accounting, Finance and Business Ethics. She obtained a Master of Professional Accounting from McCombs School of Business. Melanie is a licensed Certified Public Accountant in the State of New York. She is a QuickBooks Online Advanced Certified ProAdvisor. Melanie is a member of the Cayman Islands Institute of Professional Accountants.

 
I am on a mission to empower small businesses to achieve sustainable EVOLUTION
— Melanie McTaggart

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Contact Us

e: [email protected]

p: +1 (345) 925-5378