WHAT WE DO
OUR SERVICES
Fautera strengthens Tribal lending operations through customized financial and treasury services — giving leadership the clarity to make high-impact decisions, so more value flows back to the Tribe.
Every engagement starts with your specific needs — the services below scale to match, from a focused evaluation to full ongoing support.
GET STARTED
Know where you stand today
After an initial conversation about your specific needs, we review the financial statements, portfolio performance, and cash position then deliver a clear findings report: what's working, what's at risk, where the opportunity is and how we can help get you there.
BUILD & GROW
Strengthen the foundation
We build the reporting and portfolio tracking that turns raw financial data into a clear, current picture — then keep it running. Ongoing monthly reporting and performance dashboards, paired with our analysis and recommendations, mean your leadership always has a complete financial view to act on.
IDENTIFY STRATEGIC OPTIONS
Move to the next level, with confidence
Decisions grounded in accurate, timely financial information drive performance improvement — and improvement creates financial opportunity. We present options you may not have seen, evaluate what’s brought to you, and help you decide which path gets you to your goal.
SAMPLE SERVICES
Sample Services by Stage
The services below are representative of what could be included at each stage — every engagement is scaled to the specific needs of your portfolio, with exact scope defined in your engagement agreement.
1 - GET STARTED
Introductory call
Review of the previous 12 months' financial statements
Review of the previous 12 months' portfolio performance
Review of the previous 12 months' bank reconciliations
Initial findings report
2 - BUILD & GROW
Financial package buildout
Standardized monthly financial statement package
Chart of Accounts review and analysis, with feedback
Monthly financial statement analysis
Monthly bank reconciliation review
Subledger-to-ledger reconciliation review
Review and consultation on accounting processes
Financial statement audit preparation assistance
Core KPI dashboard: originations, delinquency, charge-offs, portfolio yield
KPI benchmarking
Financial statement performance benchmarking
Board-ready reporting package
Quarterly review call with the Board
Review of treasury processes
Cash tracking
Debt/credit facility covenant tracking
3 - IDENTIFY STRATEGIC OPTIONS
Strategic planning support
Annual budget development
Cash forecasting
New product line financial modeling
New portfolio modeling
Chart of Accounts setup for new portfolios
RFP support
Contract negotiations and renegotiations
Consultation on managed services agreements
Consultation on existing bank/processor relationships
New processor negotiation
Capital structure advisory
Advisory services for institutional debt
Investment allocation