Virtual Services for Health & Wellness Companies

What Our Health & Wellness Customers Want to Know

Health & Wellness companies have special needs to maintain an authentic "better for you" brand while convincing potential buyers to pay a premium price.

Our work with software, professional service and consumer goods companies uniquely positions us to assist customers in this space.  Whether you sell an app, product or service, we've worked with natural brands to help them grow:

  • Is our pricing strategy aligned with our brand?

  • How will we fund our high growth?

  • What is the effectiveness of our marketing spend?

  • How do we control costs while we grow?

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“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 2,000% IN TWO YEARS "

SCOTT TANNEN, FOUNDER & CEO, BOLL & BRANCH

Services We Provide

Virtual CFO

Virtual Controller

Virtual Bookkeeping

You can rent an entire financial department or just the parts of it you need.  We offer staff, a cloud-based software platform, best practices and years of experience.  Our outsourced accounting and finance services are customized to your needs.

Virtual CFO Services

A Virtual CFO is a data-driven executive.  He or she can quickly make the connection between business operations and its ability to generate significant cash flow.  They are a great adviser and easy to work with. They should also be highly skilled in using technology to automate system and report key metrics.

What Does A Virtual CFO Do?

A Virtual CFO typically works remotely and interacts with you and your team at regular intervals.  Often this is a monthly meeting to review financial performance and corporate strategy. A Virtual CFO uses a robust technological platform to provide accurate, timely data useful for analytical purposes.

The Virtual CFO will supervise staff to perform various financial and accounting tasks. Usually this is Virtual Controller and a team providing Virtual Bookkeeping services. This integrated approach provides your company a turnkey financial operation available to assist you during your rapid growth phase. This team takes care of the financial operation so you can focus on growing your company.

Service Offerings - Virtual CFO

Fintelligent’s Virtual CFO services can add immediate value to your organization.  We add a seasoned expert to your team who provides strategic guidance and a data-driven approach to solving problems.  Some of the things our Virtual CFO services have done for successful health & wellness companies include:

  • Analyze data to help you select and execute business models that grow sales and cash

  • Introduce a performance measurement system that improves organizational effectiveness

  • Clean up and automate ineffective systems to produce sound financial data

  • Recommend debt and equity methods to better capitalize the company

  • Unlock cash from receivables and spending no longer needed

  • Work through sensitive financial issues unique to an entrepreneur

Benefits

Validation of your growth plans

Free up your time

Access a CFO at less cost than a full time CFO

Hold organization accountable for performance

Virtual Controller Services

A Virtual Controller’s primary role is to report on the current financial health of your business.  He or she is responsible for ensuring the accuracy and timely input of all financial transactions.  They also work on automating and streamlining financial systems.

What Does A Virtual Controller Do?

A Virtual Controller works remotely and interacts with your team at regular intervals.  They supervise accounting and bookkeeping staff. The staff handles daily tasks such as accounts receivable, accounts payable, cash management, bank reconciliations and entries to the general ledger.  The Controller works with the accounting department to close the books each month.

Service Offerings - Virtual Controller

Fintelligent’s Virtual Controller services provide accounting processes and controls that ensure data integrity and sound financial reporting.   

  • Closing the books and preparing monthly financial reports

  • Developing streamlined processes and internal controls

  • Supervising a team of accountants who process transactions and prepare data used in financial reporting

  • Meeting management monthly or quarterly to review and discuss financial reports

  • Automating and integrating systems onto a technology platform that streamlines processing, improves accuracy and expands visibility of information.

  • Researching and resolving any accounting issues that may arise

  • Interfacing with external accountants to prepare tax returns or supervise the company’s response to an annual financial statement audit.

Benefits

Better financial reporting and transaction processing automation

Expert financial statement preparation

Supervision and support of accounting staff

Interface with independent accountants / tax preparers

Virtual Bookkeeping Services

You didn’t start a company to become an accountant. Good financial data is critical for you to manage your business, yet seems so hard to get on a timely basis.  Virtual bookkeeping relieves you of the daily tasks of creating invoices, collecting payments, managing accounts receivable, posting payroll and researching issues.

What Does A Virtual Bookkeeper Do?

A Virtual Bookkeeper will take care of the day to day financial transactions that can take up so much time.  Trained bookkeepers using proven accounting software can process these transactions more efficiently and accurately, providing you better data when and how you need it.  

Service Offerings - Virtual Bookkeeping

Fintelligent’s Virtual bookkeeping services add immediate value by unburdening you from processing financial transactions.  These are some of the things a Virtual Bookkeeper will do for you: 

  • Prepare customer invoices, collecting customer payments and managing cash deposits

  • Enter vendor bills and processing vendor payments

  • Update credit card transactions in the general ledger

  • Book payroll entries to the general ledger

  • Support the Virtual Controller with the monthly close

  • Contact customers for payment

  • Respond to various transaction inquires

Benefits

Get accurate financial information how and when you want it

Save time processing financial transactions

More cost effective than in-house staff

Contact Us for a Free Consultation

248 Main Street, 2nd Floor, Chatham, NJ 07928

 info@fintelligent.com  |  Tel: 908-264-2220 x110

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908-264-2220 x110

248 Main Street

Chatham, NJ  07928

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© 2019 Fintelligent, LLC