INTELLIGENCE
A CFO can unlock hidden value in your business. WE Intelligence exists to provide that service for a fraction of the cost. Flexible terms that match your business.
Serving manufacturers, trades, hospitality providers, and startups
Identify actionable improvements for operations, sales, and growth from your financial data.
Stress test ideas by leveraging WE Intel as your trusted sounding board.
Native to the Southeast, but we value onsite immersion for any of our clients.
Where will your books land next year? In five years?
Can you see how your decisions today reflect as real numbers for the years ahead?
Which roles should you hire? Which tooling investments should be purchased this year? Is that advertising expense worth it?
Are your income or expenses unpredictable or irregular? Does the timing of cash flow affect the way you operate?
Do you have enough cash? Are you certain about raising debt?
Does each sales channel contribute substantial value?
My career began in Silicon Valley at Tesla and Joby Aviation, in roles spanning industrial engineering, finance, and business intelligence. These experiences provided the opportunity to learn both finance and operations management from some of the smartest people at the forefront of the tech industry. Paramount to the way I work today, these high-stakes environments shaped my approach to strategic finance to be tactical, modern, and results-driven.
Formed under the pressure of these 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 local businesses to unlock value and position leaders for success.
These services can be uniquely tailored for your specific needs.
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.
+Customize the level of involvement and billing cadence that make the most sense for your situation.
Ideal for getting foundational clarity.
Holistic view for growing businesses.
Deep collaboration with increased involvement in operational decision-making.
We start with a no-pressure conversation to understand your business, current challenges, and financial goals.
Select the level of support that best fits your business.
Initiate a project and we'll start working for results.
At WE Intelligence, we know that ultimately you want products delivered and earnings to show for it. In order to do that, you need every asset fullfilling its purpose and every dollar flowing as expected.
The problem is in the heat of running a business, owners rarely have extra capacity to thoroughly investigate cash flows or plan out the scenarios for the future. This makes you feel like you’re only focused on the near-term and “putting out fires.”
We understand the demanding nature of orchestrating operations, which is why WE Intelligence was founded to give business owners the support they need that is traditionally accessible only to large corporations. Here’s how we match with our customers:
So hire WE Intelligence as your fractional CFO so you can put an end to uncertainty and focus on what pays.
Coming soon — practical financial guidance for SMBs.
Let's discuss how WE Intelligence can support your business goals. Free initial discovery call available.