YOUR TRUSTED PARTNER FOR BUSINESS SUCCESS
A CERTIFIED PUBLIC ACCOUNTING FIRM SPECIALIZING IN ACCOUNTING, TAX, CONSULTING, FORENSIC ACCOUNTING, AND FRACTIONAL CFO SERVICES FOR PROFESSIONAL SERVICE COMPANIES & OWNERS
Elevate your financial operations with a CPA firm that blends Big-Four rigor, forensic precision, and advanced analytics—empowering your business to scale confidently in today’s dynamic marketplace.
Proven Track Record
With more than 20 years at Deloitte, KPMG, and PwC and experience as a U.S. federal financial-crime investigator, FAIntellics delivers audit-grade accounting, rigorous compliance controls, and forensic insights across healthcare practices, law firms, real estate and mortgage brokerages, and SaaS/tech startups. From implementing sophisticated revenue-recognition and job-costing frameworks to providing fractional-CFO leadership for growth-stage enterprises, our clients rely on us to turn complex financial operations into transparent, investor-ready reporting.
Trusted Partnership
We don’t just file your taxes or run your bookkeeping; we integrate deeply with your leadership team as proactive strategic advisors. Whether you’re a medical practice navigating HIPAA and Stark Law, a law firm managing trust-account compliance, a real-estate brokerage balancing project accounting and escrow controls, or a SaaS startup driving subscription growth, you’ll benefit from customized workflows—industry-specific compliance reviews, internal-control monitoring, and live performance dashboards—so you never miss an opportunity or a regulatory requirement.
Forward-Thinking Approach
We stay ahead of evolving regulations, from HIPAA and CMS requirements for healthcare to trust-account rules for law firms, CFPB and RESPA mandates for real estate, and SOC 2, ISO, and data-privacy frameworks for SaaS. At the same time, we build advanced analytics that detect anomalies in billing, trust accounts, project costs, and subscription revenues. This forward-looking approach helps you anticipate compliance shifts, manage operational and fraud risks, and maintain a competitive edge as your business grows.
Industries We Serve
FAIntellics CPA Advisory, P.C. delivers the same audit-grade processes and technical sophistication you’d expect from a Big-Four firm, paired with AI-powered data analysis and forensic accounting precision to meet the unique needs of professional service businesses. Whether you’re a multi-location medical practice, a boutique law firm, a real estate brokerage, a real estate investor, a mortgage lender, or a high-growth SaaS/tech startup, we tailor our approach to your industry’s revenue models, regulatory requirements, and growth challenges.
By combining deep sector experience (HIPAA and payer-mix reporting for healthcare; IOLTA and trust-account controls for legal; CFPB-compliant escrow management for mortgage brokers; KPI-driven dashboards for SaaS), AI-enhanced transaction mapping, and chain-of-custody methodologies, we create transparent, audit-ready financials that empower confident decision-making. Our comprehensive services—from tax planning and R&D credit optimization to forensic investigations and fractional CFO advisory—ensure your business not only stays compliant but gains a strategic competitive edge.
Medical Practices
- HIPAA-Aligned Bookkeeping & Reporting: Secure handling of patient-related revenues and expenses
- Multi-Entity Consolidations: Combine multiple clinics, specialty groups, or joint ventures under one financial umbrella
- Cost-Reporting & Reimbursement Support: Navigate Medicare/Medicaid schedules, payer mix analysis, and audit defense
- Tax Planning & Credits: Section 179, bonus depreciation, and R&D credits for practice management technology
Law Firms
- Trust & IOLTA Account Reconciliation: Bullet-proof handling of client escrow funds and compliance monitoring
- Partner-Compensation Modeling: Waterfall distributions, equity-based incentive design, and 1065 K-1 preparation
- Forensic & Litigation Support: Expert witness testimony, document review, and financial-dispute resolution
- Entity Structuring & Tax Optimization: S-Corp vs. partnership analysis, multistate nexus planning, and quarterly tax projections
Real Estate & Mortgage Brokers
- Commission & Escrow Accounting: Automated tracking of agent splits, referral fees, and trust-fund compliance
- CFPB-Compliant Reporting: Loan origination cost deferral, yield-curve analysis, and annual statement preparation
- Property Tax & Multi-State Filings: Assessment appeals support and nexus analysis for cross-border transactions
- Development & Investment Modeling: Pro forma cash-flow projections, IRR/NPV analysis, and joint-venture accounting
SaaS & High-Tech Startups
- Subscription Revenue Recognition (ASC 606): Automated deferred-revenue schedules and renewal analytics
- ARR/MRR Dashboards & KPI Tracking: Live metrics on churn, cohort analysis, LTV: CAC, and burn-rate modeling
- Cap-Table & Equity-Plan Advisory: Option-pool projections, 409A valuations, and 83(b) election guidance
- R&D Credit & Grant Studies: Federal and state incentive capture for AI/ML, blockchain, and software development
Why Service Leaders Choose FAIntellics?
- Industry-Specific Know-How
From HIPAA-aligned controls for medical practices and IOLTA trust-account reconciliation for law firms to CFPB-compliant escrow management for mortgage brokers and ASC 606 subscription modeling for SaaS startups. - AI-Driven Performance Dashboards
Real-time KPIs on patient margins, case-load profitability, property ROI, and MRR/ARR—so you see exactly where to focus. - Forensic & Regulatory Assurance
Chainalysis- and TRM Labs-certified workflows combined with HIPAA, IOLTA, CFPB, and SOC 2 compliance rigor. - Fractional CFO & Growth Advisory
Cash-flow forecasting, board-package preparation, valuation modeling, and capital-raise support are embedded within your team.