INTELLIGENCE
The insights, planning, and advisory of a CFO. A fraction of the cost. Birmingham-based. Flexible terms to match your business.
Serving Alabama's builders, makers, service providers, and entrepreneurs
Turn financial data into actionable intelligence for operations, sales, and growth.
Part-time strategic partner who understands your goals and priorities.
Deep understanding of Alabama businesses from trades to manufacturing to services.
My professional experience landed me in Silicon Valley, where I served several roles primarily at Tesla, spanning industrial engineering, finance, and data analytics. These experiences provided the opportunity to learn both finance and operations management from some of the smartest people in the industry. Paramount to the way I work today, the high-stakes environment shaped my approach to strategic finance to be tactical, modern, and straightforward.
Formed under the pressure of companies working to scale from zero-to-one on tight budgets and short timelines, I've learned to simplify complexity, cut through nonsense, and focus on what truly moves the needle. I'm excited to bring these principles to Birmingham businesses to unlock value and position leaders for success.
Focused strategic finance support - the ways we identify the opportunities and find the solutions.
A quick diagnostic scan of your business health across inventory, throughput, workforce, expenses, and working capital.
Real-time visibility, accurate projections, and optimization strategies to maintain healthy liquidity.
Best practices for establishing budgets and roadmaps for execution that integrate seamlessly into the forecast.
Guidance for validating product-market fit and optimizing customer acquisition strategies.
Flexible options designed for SMBs. Exact pricing scoped per engagement.
Ideal for getting foundational clarity.
Holistic view for growing businesses.
Deep collaboration aligned to your specific goals.
We start with a no-pressure conversation to understand your business, current challenges, and financial goals.
Select the level of support that best matches your needs.
Set a date to kickoff the engagement and work will get underway.
At WE Intelligence, we know that you want to be a thriving business. In order to do that, you need to know how to make every dollar count.
The problem is in the thick of running a business, owners rarely have the capacity to thoroughly investigate cash flows or plan out the scenarios for the future. This makes you feel like you’re only focused on day-to-day operations, or as managers often say, “putting out fires.”
We understand that running operations is hard work, which is why WE Intelligence was founded to give business owners the insights and support that is traditionally accessible only to large corporations. Here’s how:
So hire WE Intelligence as your fractional CFO so you can put an end to the uncertainty and focus on what pays.
Coming soon — practical financial guidance for Alabama SMBs.
Let's discuss how WE Intelligence can support your business goals. Free initial discovery call available.