About MFI

Built From Experience. Designed for What's Next.

Not better bookkeeping. Better intelligence.

Modern Financial Intelligence is a New Orleans financial analyst serving businesses across Louisiana with small business financial consulting rooted in strategic clarity.

Brian Menendez, CPA, CFE · Founder

Brian Menendez, CPA and CFE, New Orleans financial analyst and founder of Modern Financial Intelligence
Founded By

Brian Menendez, CPA, CFE · Founder

Brian Menendez, CPA, CFE is a Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE) with more than 20 years of experience in public accounting.

Brian Menendez was formerly an equity partner at Wegmann Dazet, a Louisiana accounting firm, from 2005 to 2025.

He spent years inside the financial systems of established businesses, seeing how often the gap between available data and actual decision-making was costing owners real money.

As a CPA and Certified Fraud Examiner, Brian brings both the technical rigor to reconstruct financial truth and the strategic fluency to translate it into decisions that move a business forward.

MFI is the firm he wished existed before he started seeing what financial opacity actually costs.

Experience & Credentials

20 Years of Financial Leadership

Education

  • Bachelor of Science in Accounting, Southeastern Louisiana University, 2005
  • Bachelor of Arts in Marketing, Southeastern Louisiana University, 2005
  • Certified Public Accountant (CPA), 2012
  • Certified Fraud Examiner (CFE), 2017

Career Timeline

  1. 2005 Began career in public accounting, focus on audit and financial integrity
  2. 2005–2015 Deepened expertise across accounting, controls, consulting, and business strategy
  3. 2015–2025 Served clients across industries with strategic financial guidance and operational solutions
  4. 2005–8/14/2025 Former Equity Partner, Wegmann Dazet
  5. 2025+ Founded Modern Financial Intelligence

Professional Services Background

  • Accounting and audit services
  • Internal controls analysis and development
  • Litigation support
  • Reconstruction of financial records
  • Business plans, operating budgets, and financial projections
  • Tax planning
  • Consulting and analysis

Professional Background and Credentials

"Most businesses have data, but no usable financial truth."

Traditional accounting firms are often optimized for compliance cycles, not strategic operating decisions.

Owners are left with delayed reports, disconnected systems, and no clear model for what actions will improve outcomes.

Modern Financial Intelligence exists to close that gap with practical, ongoing intelligence for Louisiana businesses.

What We Believe

What We Actually Believe

Who controls the financial narrative controls the decisions. Who controls the data today shapes the outcomes of tomorrow.

1. Control the Present, Reclaim the Past

We rebuild historical visibility so your current decisions rest on validated truth.

The present becomes controllable when the past is clear.

2. Understand the Past, Engineer the Future

Patterns in margin, cost, and cash reveal where performance is structurally won or lost.

Forecasts improve when history is interpreted correctly.

3. Own the Narrative, Own the Outcome

Leadership requires a reliable financial story that can support decisive action.

When you own the narrative, you own the result.

The Difference

Why MFI Exists in a Category of Its Own

Legacy Firm
Modern Financial Intelligence
  • Legacy firmCompliance-focused
    MFIStrategy-focused
  • Legacy firmBackward-looking reports
    MFIReal-time intelligence
  • Legacy firmAnnual or quarterly
    MFIOngoing visibility
  • Legacy firmHourly billing
    MFIPerformance-aligned retainers
  • Legacy firmData organized
    MFIData interpreted
  • Legacy firmNo connection to decisions
    MFIEvery engagement drives decisions

Give established business owners the financial intelligence that was previously reserved for much larger companies.

Explore our financial intelligence services, learn about The MFI Method, or book a financial diagnostic to get started.

Start with a Diagnostic