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Business Insights/Financial Planning & Analysis

Grow with Business Insights and FP&A

Businesses need to accelerate, and you need business insights and FP&A solutions to keep up so you can make the best and most informed decisions quickly. 

At Windes, we work closely with business owners and finance leaders to truly understand your business and then design models, plans, and forecasts so you can see the complete picture of how your business is performing. But that’s just the beginning. Add our accounting professional’s expertise and analysis, and you get the best view of your business, where it’s going, and how to achieve your goals.

We will collaborate, agree on strategies, and keep your business on track for growth.

Let’s Start Building Your Path to Success Today!

BETTER MANAGE YOUR BUSINESS

  • Gain immediate access to your balance sheet, income, and cash flow statements, plus a customizable* dashboard pre-populated to help you visualize historical performance and create strategic foresight.
  • Have confidence in your decisions, knowing you can rely on Windes experts to review, analyze, and generate useful intelligence about your business, including why and how something can be solved or improved.
  • Easily visualize all of your financial and non-financial data in one place.
  • Effortlessly and easily track actuals against multiple plans.
  • Get early indications of the need to shift strategies to capitalize on greater opportunities or mitigate risk.

*Refer to Business Insights services for additional information on customizations available.

 

Read About - Cloud Accounting and Financial Management
A clear and comprehensive financial overview is crucial for success. Sage Intacct, coupled with the expertise of Windes, offers a powerful combination to drive growth and efficiency.
Read About - Sync Data for Financial Dashboards
Transform your financial management with LiveFlow's powerful dashboards. Gain real-time insights, streamline FP&A processes, and make data-driven decisions.
Read About - Track Business Expenses Accurately
Create detailed expense accounts aligned with your chart of accounts, maintain financial control, uncover cost-saving opportunities. and
collaborate with your accounting team.

OUR SERVICES

Provides a historical review of past performance, plus additional analysis and insights into the present, and foresight for what’s next.

ADVANCED

Financial Planning & Analysis
  • Financial Reports: Income Statement, Balance Sheet, Statement of Cash Flows
  • Profit and Loss % of Total Income
  • Revenue and Expense Graphs
  • Windes Expert Analysis and Insights
  • Period Comparison
  • Interactive Online Dashboard
  • Reports Package (see above)
  • Data Visualizations
  • Exports .xls available
  • Real-Time Updates
  • Financials & Actual Data
  • Two Primary Dashboards: Financial Reporting & Analytics, Budget + Forecast
  • Customizations (varies)
  • Accounting Integrations – such as QuickBooks Online, Sage Intacct, LiveFlow, and Excel
Get historical insights, powerful forecasts, budget vs. actuals, and more, with the ability to completely customize.

ENHANCED

Business Insights
  • Financial Reports: Income Statement, Balance Sheet, Statement of Cash Flows
  • Profit and Loss % of Total Income
  • Revenue and Expense Graphs
  • Windes Expert Analysis and Insights
  • Period Comparison
  • Trended Budget
  • Budget vs Actuals 
  • Trended | Rolling Forecast
  • Trended Cashflow
  • Custom KPIs*
  • Ratio Analysis
  • Variance Analysis
  • Enhanced Interactive Online Dashboard
  • An Extensive Array of Data Visualizations, Dropdowns, and Exports
  • Real-Time Updates
  • Financial & Non-Financial Data
  • Multiple Dashboards
  • Customizations (varies)
  • Unlimited Accounting, Workforce, and other Integrations
Need more?

ADD-ON SERVICES

  • Customizations
  • Non-Financial Data
  • Scenario Planning
  • Workforce Actuals 
  • Custom Benchmarking Reports

 

*Custom KPIs are customizable reports included in the reporting package that are produced in the same format as standard reports (like the income statement, balance sheet, cash flows, etc.).  However, with a custom report, we can have it look at a specific account(s), specific date range or compare against a specific forecast/budget/goal/etc.

Do you need to improve your business results?

Outsourced Accounting Services

Business Process Outsourcing

Fractional Contoller

Fractional CFO

Trusted Advisor Services

Windes.com
Payments OnlineTaxCaddy
Secure File TransferWindes Portal