About Us


Financial Intelligence, LLC provides accounting and SEC disclosure advisory services. We represent management in resolving technical accounting and reporting issues.

The Financial Intelligence team is comprised of:

  • Public company Chief Financial Officers and Chief Accounting Officers
  • Audit partners from top tier firms
  • Certified Financial Analysts

Since our founding in 2002, we have grown substantially due to the exceptionally high quality of our work, our ability to step into very difficult situations and bring them to resolution, our high service levels, and our strong sense of urgency. We have led client efforts associated with:

  • Revenue recognition, including policy development and implementation
  • M&A (including purchase accounting and transaction management)
  • Valuation services (including SFAS 123R, 141, 142, 144 and IRC 409A)
  • Equity compensation analysis and implementation
  • Resolution of SEC compliance issues (including formal and informal
    investigations)
  • Technical accounting guidance and the preparation of ‘33 and ’34
    Act SEC reports
  • Interim Chief Accounting Officer, Chief Financial Officer and
    Director of SEC Reporting
  • Other strategic and operational financial services

Financial Intelligence has exceptionally strong financial analysis / data management capabilities that enable us to resolve complicated, data-intensive problems accurately and quickly while documenting our work thoroughly.

Financial Intelligence LLC Practice Areas:

Inc. Magazine recognizes Financial Intelligence in its
2008 Inc. 5000 List by ranking us: