As a key member of our team, Fintelligent bridged the gap from startup to scale. Their insights and systems played a large role in growing our revenue over 2,000% in two years.

Scott Tannen, Founder & CEO

Business Situation

Fintelligent provided Virtual CFO services so the CEO could focus on growth

Boll & Branch was founded in 2014 with a simple mission: produce sheets that feel good, inside and out. Their high quality and thoughtful craftsmanship has attracted tens of thousands of satisfied customers leading to eight figure annual sales in two years.

  • Within two months of launching its website, a positive news article generated a surge in demand.

  • To satisfy demand, the company needed to purchase additional inventory and expedite delivery — quickly.

  • As the CEO tried to figure out the cash impact, he realized he needed to be better informed by a team member with financial expertise

Focus Areas
Align strategy with a financial plan, capital and systems to rapidly scale





Support strategy development and align with operational activities to drive margin growth

Create roadmap and performance metrics to increase sales, profit and cash flow

Evaluate financing options and support fundraising efforts

Implement controls to ensure accurate and timely management reports


Fintelligent provided Virtual CFO and Virtual Controller services

Strategic Advisory

Upgraded Financial System

Increased Automation

Implemented Corp Financial Planning System

Fintelligent advised Boll and Branch on all financial matters, providing informed perspective and sophisticated analysis to support decisions around new products, pricing, logistics, operations, marketing and capitalization

Fintelligent upgraded financial systems to improve timeliness, management reporting and the
quality of data.

Fintelligent migrated manual, time-consuming processes to automated cloud applications

Working with management, Fintelligent developed a financial roadmap for growth. We developed metrics and tracked them regularly to help the company achieve its growth targets.


Revenue increased over 2,000% in two years

Gross profit margins increased over 60%

Company attained profitability in its 3rd year

Successfully closed multiple financing rounds at increasing valuation

Bridge the gap from startup to scale

Grow your company faster and more effectively with outsourced finance and accounting from Fintelligent

Contact Us

248 Main Street, 2nd Floor, Chatham, NJ 07928  |  Tel: 908-264-2220 x110

Contact Info

908-264-2220 x110

248 Main Street

Chatham, NJ  07928

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