They're established ($2M-$25M revenue)
They have enough complexity that standard accounting outputs are no longer sufficient.
Financial Intelligence Built for Growing Businesses
You've built something real. Your financial reporting hasn't kept up.
MFI is a financial analyst for $2 million to $10 million businesses that need financial systems for growing businesses, not another compliance cycle.
Who Gets the Most From MFI
MFI serves businesses generating between $1M and $15M in annual revenue across Louisiana with financial advisory and small business CFO–level support.
They're operating without clarity
Their data exists, but leadership cannot see usable financial truth quickly enough.
They're making unconfident decisions
Critical moves are delayed or made on instinct due to weak decision infrastructure.
They want to grow with control
They prioritize disciplined growth over reactive growth.
Industries We Serve
Professional Services
Margin clarity across teams and engagements.
Construction & Contracting
Job-level profitability and cash timing visibility.
Healthcare & Medical Practices
Provider productivity and service-line economics.
Hospitality & Food Service
Labor, overhead, and unit-level performance control.
Distribution & Logistics
Route, customer, and inventory profitability analysis.
Real Estate
Portfolio-level returns and cash planning.
Retail
Category margin and working capital discipline.
Situations Where MFI Creates the Most Value
"I don't know which part of my business is actually profitable."
Margin analysis and segment-level reporting solve this. See our services for details.
"My accountant gives me financials, but I can't use them to make decisions."
MFI builds the intelligence layer on top, guided by The MFI Method.
"We're growing, but cash is always tight."
Real-time cash visibility and forecasting fix this.
"I'm about to make a major decision and I'm not confident in my numbers."
We build the model before you commit.
"My financial systems are scattered across 4 tools."
Systems integration consolidates into a single intelligence layer.
Is MFI the Right Fit?
Who We're Not For
- Businesses looking for basic bookkeeping only.
- Owners who do not want to engage with financial decision-making.
- Companies unwilling to change systems or operating habits.
If you are unsure, a financial diagnostic is the fastest way to determine fit.
FREQUENTLY ASKED QUESTIONS
Questions About Working With MFI
What size business does MFI typically work with?
MFI works best with businesses generating between $1M and $15M in annual revenue. This is the stage where financial clarity has the most direct impact on decisions and outcomes, but where dedicated CFO-level support is often out of reach through traditional channels.
Does MFI replace my bookkeeper or accountant?
No. MFI operates above the bookkeeping and compliance layer. We work alongside your existing accountant or bookkeeper to provide the strategic intelligence layer your business needs for better decisions. Think of us as the strategic partner your CPA is not positioned to be.
What industries does Modern Financial Intelligence serve?
MFI works across industries including professional services, construction and contracting, healthcare, real estate, retail, and hospitality. The methodology applies to any business where financial clarity drives better operational and strategic decisions.
Is MFI based in New Orleans or do you work with businesses outside Louisiana?
MFI is headquartered in New Orleans and primarily serves businesses across Louisiana. Brian Menendez works with clients statewide and can accommodate remote engagements for businesses outside Louisiana depending on scope and fit.
What is a financial diagnostic and how do I get started?
The diagnostic is a focused session with Brian to assess your current financial position, identify gaps in clarity and systems, and determine where MFI can create the most impact. It is the first step for every new client engagement. You can request one at www.modernfinancialintel.com/diagnostic.
What does a financial diagnostic cost?
MFI engagements are scoped based on the size and complexity of your business. The diagnostic session is the starting point and is used to determine the right engagement structure.