TESTIMONIALS

"Financial Wing has provided tremendous value to our organization throughout 2025 in several key areas:

Leadership & Finance Team Development: Financial Wing has been instrumental in supporting our Finance Manager’s growth—providing industry-specific guidance, CFO-level insight, and coaching on leadership and personnel management challenges.

Seamless Coverage During Leave: When a key team member was out on maternity leave, FW stepped in seamlessly. They supported our individual contributors while also serving as the finance representative at the leadership level, ensuring continuity without disruption.

Process Improvements & Operational Efficiency: FW has delivered continuous improvements to our daily tasks and financial processes with the goal of increasing functionality and efficiency.

- Reduced our month-end close timeline from 15+ days to under 10 days.

- Developed streamlined tools and files that reduce manual data entry and increase data accuracy.

- Built automated reporting within our FP&A system, significantly improving visibility and reducing manual work.

Strategic Financial Support Across the Organization: They have played a critical role in supporting both internal and external stakeholders, including our legal team, accountants, board, and lenders, on several major initiatives such as:

- Partner buyout modeling

- Building purchase cash flow modeling

- Company acquisition models and analysis

ERTC IRS Investigation Support: FW assisted with outreach and follow-up on outstanding items related to the ERTC IRS investigation, helping us manage a complex and sensitive process.

Cost Accounting, Direct Labor & Operational Modeling: As we transitioned to a more robust cost-accounting system, FW provided valuable support in helping Finance and Operations understand and manage direct labor, capitalized labor, inventory impacts, and staffing models. They also assisted with CapEx scenario planning as we evaluated operational needs."

"Working with Financial Wing has been an amazing experience. The clarity their team provides is something we have always struggled to achieve. Your approach goes far beyond traditional bookkeeping or accounting — you deliver insights and solutions that truly drive business decisions.

One of the most impactful aspects has been your ability to build models for specific scenarios, providing us with the information we need to make informed, strategic choices. This level of support has helped us operate with greater precision and peace of mind.

Thank you for being such a valuable partner."

"After starting a company during COVID and trying to wear many hats to keep overhead low, I quickly realized that I was out of my depth from an accounting standpoint and needed the help and guidance from experts. It was at this time that we started working with Jason and his team at Financial Wing and I couldn't be more grateful that we made that decision early on in our business. Being a young startup, we did not have the resources to hire senior accounting staff. Working with Financial Wing, we were able to receive the benefits of senior level accounting staff without the added overhead. 

The Financial Wing team is extremely accessible and willing to go the extra mile to help our business succeed. As we look to continue to move our business forward, Financial Wing is there to help guide us through the next phase of our business.  They are a vital member of our team and we look forward to working with them for many years to come!"

"We asked Financial Wing to help us with a profitability evaluation of our different lines of business. Jason was very quick to grasp the issues, was responsive and attentive, and helped us tremendously in making sure that we were approaching our strategy questions with accurate and vetted financial information. We had a great experience."

“I use Financial Wing at IOI and it's literally the best money I spend on outside consulting.  They handle all AR/AP, P&L oversight, and offer strategic advice on where to spend and where to save. They have saved me time and relieved a ton of stress on my end, allowing me to grow the business."

“We contracted with Financial Wing to help us in a variety of ways.  As we have grown and needed to concentrate on the Operations of the company, our financial records weren’t getting the attention they required.  They came in and helped us clean up our books and helped us implement some changes to systems and processes to streamline our operations.  In the middle of all of this, we had a staff member from our Accounting group leave and they jumped right in to ensure the work was still being completed and recommended a plan for the staffing of the department.”

“Financial Wing came in and helped us clean up our books and now we get monthly financial reports and workpapers so we know how each of our events are tracking compared to budget.  They have made it so we can concentrate on running our business and are able to make changes to our strategies as we go.  As our company operates throughout the world, they also have shown the ability to work with partners both foreign and domestic.”

“We began using Financial Wing as we went through the initial stages of setting up Welcome Travel Services.  They jumped right in and started reviewing agreements, setting up my accounting system and setting up my credit card processing.  Once we began operations, Financial Wing had everything lined up for me so I could run my business.  Now they provide monthly financial reports so I know how the business is performing.”