You company's personal CFO. This is our process.

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.