Frequently Asked Questions
Q: Tell me about the assessment.
Q: What happens if we decide to part ways?
Q: We use QuickBooks. May we continue to do so?
Q: Can I get a backup of my data?
Q: I have CPA firm. Can’t they do this for me? Why do I need Fintelligent?
Many of our clients have excellent CPAs capable of doing this work. Where we differ from a CPA firm is our technology platform and our financial planning and analysis expertise.
We find our clients retain their CPAs to do compliance and tax prep work while Fintelligent focuses on financial operations. It’s a partnership that works well as external accountants are usually happy to be relieved of bookkeeping duties. This enables them to focus on minimizing taxes or delivering a quality audit.
Q: I already have a CFO. Can you help him or her?
Yes! We are happy to provide our platform and staff to manage accounting activities so the CFO can focus on growing the company.
Q: How do I know my data is secure?
Fintelligent screens all third-party software providers prior to partnering with them. We confirm that sufficient data security and privacy controls are in place. We provide training to our staff and have internal controls to protect our client’s data. We also have insurance coverage in the unlikely event of a breach.
Learn more about Fintelligent’s Data Privacy and Security Policy here.
Q: I don’t think our company falls into one of your industries. Will you take us on?
This is a tough one! As a growing company ourselves, we never want to miss an opportunity. We counsel our clients to remain focused and we must follow our own advice. We do not take on clients in industries we do not serve.
If we do not serve your industry, chances are we know someone who does. Please reach out to us and we’d be happy to make a referral.
Please check back often as we may add new industries as we grow.
Q: We are not located near you. Can we still work together?
Absolutely! Fintelligent is a virtual organization. Our team can work from anywhere.