Improving Customer Profitability and Labor Utilization

We know what it means to be a business that serves other businesses, because we’re one too. We also know how important it is to have a solid handle on your core metrics, such as customer profitability and labor utilization. 

The challenge for growing a service based business is balancing demand for your company’s services with hiring additional employees. We can help you understand how and when to make those tradeoffs, as well as help you increase customer profitability that generates more cash to fuel growth.

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Improving Customer Profitability and Labor Utilization


  • Tracking Metrics in Real Time
    We connect all the systems in our platform to bring in operational data and help you track profitability, utilization rates, revenue per employee/hour/customer, and other items pertinent to your business.
  • Forecasting
    We can help you determine when to add labor based upon your growth in customers and revenue. Tracking against the plan is the best way to manage growth.
  • Strategic Advice
    We use the financial data we see every day to guide you in the decisions you need to build enterprise value.

Our Deliverables

Short-Term Cash Flow Forecasting

Subscribers to our short-term cash flow forecasting service get a 13-week cash flow forecast that’s updated weekly. We also use cloud-based software to connect to your accounting system and bring in transactions that help us build the forecast, which we’ll then review with you in either a weekly or monthly meeting.


As a Virtual Accounting customer, you will get an accountant assigned to you who will manage the regular accounting flow of your business. This person will meet with your team weekly and will work on your account several times per week to ensure all transactions are properly classified and posted. We also perform bank reconciliations and close the books each month.


You will receive at least one dashboard and a set of financial statements from us each month.  Dashboards and reports are customized to provide information that’s useful to you and your management team. Virtual Controller and Virtual CFO customers also get a monthly management meeting with a senior financial executive on our team to review your financial reports after the close.


Subscribers to our Virtual Controller and Virtual CFO services get a customized financial forecast and reports showing actual performance versus the plan, as well as a monthly management meeting with a senior financial executive on our team to review and update the financial plan.

Advisory & Analysis

Virtual CFO customers get an additional four meetings per month with a senior financial executive to advise on how best to grow your company. These meetings can be used to meet with your leadership team, or as one-on-one conversations with you or your investors, bankers, board members, etc. These meetings are meant to be strategic – providing our insights, experience and expertise in working with companies like yours. We also perform ad hoc financial analysis to support your company, such as pricing studies, cost reviews, customer/product profitability, marketing effectiveness and insurance reviews.

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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.