Strengthening Financial
Management for a US Fintech
Company

Fintech Financial Infrastructure Budgeting

Client Overview

A US-based fintech company specializing in digital payments and cross-border transfers, focused on accessibility, scalability, and secure user experiences. The client lacked financial infrastructure, proper budgeting, consistent bookkeeping, and clear visibility into equity movements, improving strategic planning & reporting accuracy.

Geography

United States

Company Size

Series A / Growth

Industry

Pet-Care Tech

Operating Units

Multi-Location

Our Partnership

TAG partnered with the client to strengthen financial management by enhancing planning, reporting, and capital tracking, adding structure and analytical depth to their finance operations. Our support key functions include:

Budgeting & Forecasting

Built a dynamic Budget Model to support decision-making, scenario planning, and performance monitoring

Bookkeeping

Implemented structured processes with clear account categorizations, improving consistency and transparency

Capital Management

Developed a Cap Table Tracker to monitor equity ownership, issuance, and investor positions efficiently

Improved financial visibility and accurate forecasting to support strategic decisions

Structured bookkeeping enhanced reporting consistency, reduced manual effort, and improved data reliability

Cap Table Tracker provided clear equity visibility, simplifying internal tracking and reporting

Strengthening Financial Management for a US Fintech Company