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Let’s Chart Your Financial Course Together.
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Answers Before You Ask.
We partner with a wide range of companies — from early-stage startups to established mid-market firms with revenues up to $100M. Our sweet spot is growth-stage businesses (typically $2M–$50M in revenue) that need senior-level CFO guidance without the cost of a full-time executive. We tailor our engagement model to fit your stage and complexity.
Our services are primarily delivered remotely, leveraging modern collaboration tools to ensure seamless communication and real-time financial oversight. We are fully equipped to serve clients nationwide. For clients in key metro areas or those requiring on-site presence for board meetings or critical milestones, we can arrange periodic in-person engagements as needed.
Most clients are fully onboarded within 5–10 business days. Our structured onboarding process includes a financial systems audit, stakeholder introductions, and a 90-day roadmap session. For urgent situations — such as a pending fundraise or investor due diligence — we offer an expedited onboarding track that can have a senior CFO partner actively engaged within 48 hours of contract signing.
Windward Mark serves clients across a broad range of industries, with particular depth in technology, SaaS, professional services, healthcare, e-commerce, and manufacturing. Our CFO partners bring cross-industry expertise, allowing us to apply best practices while understanding the nuances of your specific sector — from SaaS unit economics to manufacturing cost structures and healthcare compliance.
We offer flexible, transparent pricing tailored to your engagement type and scope. Fractional CFO services are typically structured as monthly retainers, starting from part-time engagements and scaling to near full-time as needed. Project-based engagements (fundraising advisory, M&A support, strategic planning) are scoped and priced per project. All pricing is discussed openly during your complimentary discovery call — no hidden fees, no surprises.
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Serving clients from coast to coast and across industries.
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