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Business Insights

Find Your Path to Maximizing Growth

Business keeps accelerating, and you need a solution that can 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, 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 possible of where your business has been, where it’s going, and how to achieve your goals.

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

Let’s Start Building Your Path to Success Today!

Insights Built for Growth Companies

Connect your accounting, financial, workforce, and operational data all in one place so you can instantly review reports, update plans, and accurately forecast revenue, expenses, and cash flows.

Windes Experts

Our team of seasoned accounting professionals empowers our clients to navigate the most challenging situations through proactive guidance and strategic insights, driving action that will positively impact your organization’s profitability and overall growth.


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


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, Netsuite, and Excel
$2,500 Per Month*
Get historical insights, powerful forecasts, budget vs. actuals, and more, with the ability to completely customize.


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
Custom Pricing
Need more?


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


*Advanced monthly fee is based on the reporting and analysis services as described.
*Implementation fees may apply if customizations are requested.
*12 Month Term applies. Setup and Implementation fees vary and are not included in the monthly pricing.
**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.


A Better Way to Budget, Forecast, and Plan

  • 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.

Integrate Key Financial and Non-Financial Data



Do you need to improve your business results?

Outsourced Accounting Services

Business Process Outsourcing

Fractional Contoller

Fractional CFO

Financial Planning & Analysis

Trusted Advisor Services
Payments OnlineTaxCaddy
Secure File TransferWindes Portal