Part of Your Team

We dedicate staff to your account and set up standing meetings to communicate with you regularly. We listen, responding to your inquiries in a timely, thoughtful way.

We know that business owners are not accountants. We’re here to educate and advise, explaining things in a way that makes sense to non-financial professionals. We communicate with you using the latest tools: Zoom calls, email and our internal workflow system where we log all our activities.


Process Driven

To provide outstanding customer service, we are a process-driven organization. We have our own internal workflow management system to measure and continuously improve our services to you.

Fintelligent brings its process-oriented approach to your company, deploying financial best practices that are trainable and repeatable so they can scale with your growth.

Cloud Technology

Modern financial systems are on the internet. So are we. We communicate and inform through data and technology.

Our software platform is designed to provide you the financial information you need, when you need it in a form simple and easy to understand. You shouldn’t have to work too hard to understand your company’s financial performance. Our approach is to provide you dashboards and reporting on demand to always keep you informed.


If We See Something, We’ll Say Something

Throughout the course of our work we may come across opportunities to save time or money. If we spot something, we’ll let you know.

We like to quantify our recommendations with data so you can evaluate the possible return on investment of our recommendation. Our Virtual CFO subscription comes with an additional strategic component where we will work proactively with you to build your company’s valuation.

Two people handling a check_Fintelligent_Paycheck Protection

There Will Be Enough Paycheck Protection Program Funding For All of Us

April 6, 2020

Last Friday I frantically prepared documentation for as many clients as possible to apply for the new Paycheck Protection Program(PPP)loans that just...
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Man working on a computer_Fintelligent_Cash Flow in an Uncertain Economy

Creating Cash Flow in an Uncertain Economy

November 12, 2020

Are you a business owner worried about cash flow in this uncertain economy? Would you like to learn more about steps you can take right now to...
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Schedule a Call

The Fintelligent journey starts with a no-commitment conversation about your goals and your business. 

During this call, we’ll get right to work discussing your goals and the financial department you need to reach them. You'll leave with a document customized for you with our scope of services, pricing and onboarding plan.