Intellichoice Solutions

Intellichoice Solutions is a boutique CPA and advisory firm founded by Ana R. Valdivia, CPA, specializing in helping small to mid-sized businesses, nonprofits, and organizations optimize their financial operations and scale with confidence. With over 20 years of experience in the accounting profession, the firm goes beyond traditional accounting to provide strategic financial oversight, cash flow management, and operational efficiency solutions. The company serves diverse industries including manufacturing and consumer packaged goods, healthcare, nonprofit and social impact organizations, professional services, finance, and e-commerce/retail. Their core services include fractional CFO/Controller services providing strategic oversight and scalable expertise, general business consulting focused on cash flow management and pricing analysis, system selection and implementation with project management support, monthly accounting and bookkeeping with clean-up services, and year-end close and audit support. For CPG companies specifically, they help streamline operations, reduce costly inefficiencies, improve cash flow, and handle complex challenges like chargebacks and high freight costs. The firm is known for implementing comprehensive daily cash reports, disciplined cash reserve policies, and modern financial systems like Sage Intacct. They are certified QuickBooks Online ProAdvisors and Sage Intacct experts, and are proud members of AICPA and other professional organizations. Their approach is built on integrity, curiosity, excellence, collaboration, and trust, focusing on transforming numbers into success stories for their clients.

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