Financial Wing
Financial Wing
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OUR SOLUTIONS


Get the services and support you need with customized solutions. In most cases, small to midsize companies do not have the resources to support a full accounting team. So, businesses will both underutilize and over pay their accounting staff by having an in-house Controller or CFO perform basic accounting functions. More commonly, SMBs hire accounting clerks who end up trying to perform higher-level financial functions they were never qualified to do.


We engage with businesses in a variety of ways, from basic bookkeeping and payroll services, data analysis, controllership with operational and strategic planning, to CFO consulting services. Whatever services you choose to engage with, you can always count on Financial Wing to be responsive, trustworthy, and meticulous.

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Profitability & Growth Advisory Solutions

Profitability & Growth Advisory Solutions

Profitability & Growth Advisory Solutions

Forward-looking advisory for your business.


We work with businesses to identify their key revenue, expense, and cash flow drivers, identify targets, and measure those targets against actuals every month.


Budgeting / Forecasting

  • Cash Flow, Profit & Loss, Balance Sheet


Business KPIs & Tracking

  • KPIs/Drivers Identification and Tracking
  • Goals/Targets Identification and Tracking
  • Operational Reporting (Dashboards)


Cash Flow

  • Modeling, Forecasting, and Analysis
  • Power of One Calculation and Analysis - Understand what impact a 1% or 1-day change in your financial levers can have on your business from a cash and profit perspective
  • Business Valuation Analysis - Understand your current business value and how to grow the value
  • Self-Financeable Growth Analysis - Understand how much you can afford to grow your business before you run out of cash


Strategic Opportunities

  • Efficiency & AI Opps (Processes, Systems, Automation)
  • Margin Development / Cost Savings
  • Industry Analysis
  • Risk Management
  • Internal Controls
  • Tax Credit Opportunities (ERTC, R&D)


Projects (as needed, priced separately)

  • M&A (Valuations, Due Diligence, Integrations)
  • Software (Evaluation, Conversions)
  • Banking (Debt Covenants, Capital)
  • Financial Modeling (Line of Business, Pricing Analysis)

Compliance Excellence Solutions

Profitability & Growth Advisory Solutions

Profitability & Growth Advisory Solutions

Accruate and timely financial information for your business.


Bookkeeping, financial closes, and financial reporting, allow us to have accurate and timely financial information to advise the business on how to be more profitable and grow smartly.


Bookkeeping

  • Coding Transactions
  • Accounts Payable
  • Customer Invoicing
  • Reconciling Bank Accounts


Financial Closes

  • Reconciling Balance Sheet Accounts


Financial Reporting

  • Actuals vs Budget
  • Balance Sheet
  • Cash Flow
  • Consolidations


Compliance

  • 1099 Prep & Filings
  • Liase w/ Vendors (Tax, Review, Audit)
  • Annual Report Filings
  • Insurance Management & Renewals
  • Beneficial Ownership Information Filings

Book A Free Consultation

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Financial Wing, LLC

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