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Fractional CFO

Windes will focus on your financials, so you can focus on your business.

The role of a CFO is critical to your business growth. While many financial professionals such as bookkeepers, accountants, and controllers are tasked with keeping past and current finances organized and well-documented, our CFO’s focus is on the future. At Windes, our team of seasoned financial professionals bring strategic financial knowledge and insights that will help guide your company’s growth.

Want to grow without growing your full-time team?

SCALE AS YOU GROW

Windes Financial Advisory Services provides outsourced CFO services customized to your business needs, providing the financial expertise essential to accelerate growth. A Fractional CFO can work alongside existing employees, such as your in-house accountant, controller, accounts payable, and receivables staff.  If you prefer a more customized approach, Windes will partner with you to address your objectives.

Fractional CFOs can help with cost-effective expertise that grows with the business:

  • Implement systems that will support sustainable growth.
  • Improve visibility and analytical capabilities to convert large amounts of data into actionable information.
  • Explore causes of revenue leakage, cost overruns, and operational friction in a growing business and develop potential solutions.

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
$8,000* Per Month
Get a Quote

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.

$2,500** Per Month
Get a Quote

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.

Ideal for organizations that do not have any internal accountants.

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
$5,000+ Per Month*
Perfect for organizations that have some internal accounting resources but require assistance with the more complex accounting, finance and reporting functions.

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 Managemen
$7,000 Per Month*
Ideal for organizations that have some internal accounting resources performing monthly accounting functions or may have just lost their CFO.

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
$8,000 Per Month*
Need to keep your business on track for growth?

ADD-ON

Financial Planning & Analysis

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.

$2,500 Per Month**

*Monthly fee varies based on the number of transactions being processed and the frequency of work to be performed – daily/weekly/monthly/quarterly.
*Accounting software subscription fees are not included.
*12 Month Term applies. Setup and Implementation fees vary and is not included in the monthly pricing.
**Monthly fee is based on the financial planning and analysis advanced  services as described here.
**Any requested customizations will be quoted as a separate cost.
**Additional implementation fees may apply if customizations are requested. 

 

Want more time to focus on your business?

Outsourced Accounting Services

Business Process Outsourcing

Fractional Controller

Financial Planning & Analysis

Business Insights

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