Let Windes focus on financials, so you can focus on business.
Windes fractional CFO services give growing businesses access to strategic finance leadership without the cost of a full-time CFO. Our outsourced CFO team helps owners, executives, and boards improve forecasting, budgeting, cash flow planning, board reporting, capital planning, bank relationships, and strategic decision-making.
A part time CFO or interim CFO can help when your organization needs higher-level financial insight, but your internal team is focused on day-to-day accounting. Windes brings experienced finance professionals who can translate financial data into practical recommendations for growth, profitability, funding, M&A, and long-term planning.
Our fractional CFO support is designed for organizations that need better financial visibility, stronger planning discipline, and executive-level guidance as complexity increases. Take our Fractional CFO Scorecard to see if your organization could benefit.
In this short video, Rob Henderson introduces our Client Advisory Services (CAS) and explains how we partner with companies to simplify their finances, provide actionable insights, and support long-term growth.
OUR SERVICES
Perfect for organizations that have some internal accounting resources but require assistance with the more complex accounting, finance and reporting functions.
FRACTIONAL CFO
ADVANCED Outsourced Accounting Services, plus the following services:
- Financial Planning & Analysis – including Financial Reports: Income Statement, Balance Sheet, Statement of Cash Flows, Profit and Loss % of Total Income, Revenue and Expense Graphs, Period Comparison
- Windes Accountant Insights
- M&A Advisory and Due Diligence Support
- Strategic Planning and Assistance with Decisions
- Board Advisory
- Budgeting
- Forecasting
- Contract Negotiation
- Manage Bank Relationships
- Scenario Planning
- Capital Raising
Need to keep your business on track for growth?
ADD-ON SERVICES
ADVANCED Financial Planning and Analysis
provides a historical review on past performance, plus additional analysis and insights into the present, and foresight for what’s next.
Financial Advisory Services to Suit Your Needs
At Windes, we offer a number of financial advisory services designed to meet the unique and evolving needs of each and every client we serve.
BUSINESS PROCESS OUTSOURCING (BPO)
- Bank and Credit Card Reconciliation
- AR Invoicing and Recording Payment Receipts
- Recording Payroll Journals
- Form 1099 and 1096 Filing
- Management of Fixed Asset and Depreciation Schedule
- Accrual Adjustments
- Form 571-L Property Tax Filing
- Automated Accounts Payable
- Statement of Information Filing
- Workers Compensation Audit
- Business License Renewal
- Inventory Management
- Sales Tax Reporting
- Expense Management
FRACTIONAL CONTROLLER
ADVANCED Outsourced Accounting Services, plus the following services:
- Custom Reporting
- Process Review and Improvements (including but not limited to implementing new accounting software)
- Audit Support
- Internal Accounting Staff Management
- Internal Control Functions Assistance
- Cashflow Management
- General Advisory
- Consolidated Financials
- Investor and Board Reporting
- Compliance with Bank Covenants
- Department Performance Management
FRACTIONAL CFO
ADVANCED Outsourced Accounting Services, plus the following services:
- Financial Planning & Analysis – including Financial Reports: Income Statement, Balance Sheet, Statement of Cash Flows, Profit and Loss % of Total Income, Revenue and Expense Graphs, Period Comparison
- Windes Accountant Insights
- M&A Advisory and Due Diligence Support
- Strategic Planning and Assistance with Decisions
- Board Advisory
- Budgeting
- Forecasting
- Contract Negotiation
- Manage Bank Relationships
- Scenario Planning
- Capital Raising
ADVANCED Financial Planning and Analysis that provides a historical review on past performance, plus additional analysis and insights into the present, and foresight for what’s next.
Want more time to focus on your business?
Frequently Asked Questions
Fractional CFO services provide strategic financial leadership on a part-time or outsourced basis, including forecasting, budgeting, cash flow planning, board reporting, and decision support.
Benefits include executive-level finance guidance, improved planning, better reporting, stronger cash flow visibility, support for growth decisions, and lower cost than hiring a full-time CFO.
Fractional CFO rates can vary based on business complexity, scope of work, service frequency, reporting needs, and the level of strategic support required.
