Financial Clarity. Better Insights. Decisions with Confidence.
What We Offer
Fractional CFO Services
Plus
(Mid)-
Core
-
Advance Cash Flow Forecasting
-
Strategic Planning Support
-
Scenario Planning
-
Profitability Analysis
-
Bi-weekly Check-ins
Core
(Entry)-
Financial Reports
-
Cash Flow Tracking & Projections (Basic)
-
Budget vs. Actuals
-
Monthly KPI Summary
-
Quarterly Strategy Session
-
Year-End Financial Review
-
Email Support
-
Roadmap
C-Level
(Top)-
Plus
-
Board/investor-Ready Financial Reporting
-
Fundraising Support
-
M&A Prep
-
Customer Reports
Our MISSION
Our mission is to give business owners more understanding with their financials.
WHY US?
We are passionate about finance. We dedicate our time to stay up to date with the latest news, trends, and opportunities in the markets – This means we understand and know what it take to provide Top Notch Results.
ABOUT US
Your Fractional CFO
At Wind Smart Books, we provide strategic financial leadership to growing businesses — without the cost of hiring a full-time CFO. As your Fractional CFO, we work alongside you to bring clarity to your numbers, insight to your decisions, and confidence to your financial future.
We’re not just number crunchers — we’re partners in your growth. We’re here to help you understand your financials, navigate challenges, and create a clear roadmap for success. Whether you’re scaling up, prepping for investment, or simply need better visibility into your cash flow, we bring the expertise to get you there.
A Fractional or Virtual CFO a financial expert who provides CFO-level services to companies on a part-time or contract basis, rather than being a full-time employee.
The Jumpstart is our onboarding process. We believe in a holistic approach, so that means we collect and process a lot of historic data. Here is also where we go over goals, budgets, and a game plan on how you want the business run.
- View-only access to accounting software (i.e QuickBook, Xero, etc)
- Bank View – only access
- Access to any software (CRM or sales) that show invoices or sales recipes
- Company Goals
More information might be needed depending on the business industry.
No, we are more CFO focused.
Yes, no questions ask.