Fintelligent Resource Center

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Case Studies

Fintelligent Bridged The Gap From Startup To Scale

Their insights and systems played a large role in growing Boll & Branch’s revenue over 2,000% in two years.

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Increased The Accuracy And Availability Of dapple’s Data

The solution has eliminated hours and hours of manual tasks every month.

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Seaboard Improves Reporting, Gets Clean Audit

Fintelligent became the company’s Virtual Controller to update financial reporting, enhance cash flow forecasting and to manage the new auditor.

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iEnterprises Improves Internal Cash Flow

Fintelligent implements a cash flow management system to self-fund operations.

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Renova Eliminates Debt and Enjoys Record Profits

Fintelligent was asked to become the company’s Virtual CFO to gain insight into the financial performance of the company through industry-standard metrics, in support of reducing debt and managing profitable growth.

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Downloads

Sample Financial Plan

A sample report commonly provided as part of our Virtual CFO services.

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Sample Free Financial Scorecard

A three page report containing industry benchmarks and how your company compares to them. Get one for your company here.

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Expanded Narrative Financial Scorecard

An expanded narrative financial scorecard provided at the start of an engagement with Fintelligent, free of charge.

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Due Diligence Checklist

Prepare for due diligence by working through a checklist and populating a data room with your documents.

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Sample Weekly Cash Forecast

Manage your cash flow better using this sample weekly cash forecast to prepare your own.

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Calculating CAC & LVC

Learn how to calculate CAC (Cost to Acquire a Customer) and LTV (Lifetime Value of a Customer)

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eBooks

Why You Need A Virtual CFO

Includes:

  • What is a Virtual CFO?
  • What will a Virtual CFO do for My Company?
  • How do I Assess the cost and Value of a Virtual CFO?
  • Are there Other Options?
  • How much will a Virtual CFO cost?

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Videos

Creating A Financial Plan

This overview video, the first in a series, helps you think through how a financial plan will improve your company’s performance. Financial plans should have specific goals around sales, profit and cash flow to help your business grow sustainably.

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How Fintelligent Helps Fast Growing Businesses Succeed

Rob Ripp, Founder & President of Fintelligent, explains how effective financial operations help emerging companies improve sales growth, profit and cash flow.

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