Winward Financial Strategy

The cost of strategic finance services varies based on your specific needs, but most companies will need to budget $300-$3,000 per month. Many businesses find significant savings, insight, and financial gain with just a few hours per week of focused financial strategy help.

What Will The LACK Of Strategic Finance Services Cost?

Real-life examples of how we have helped our clients.

Direct $$ Benefits

$16,000 Savings: One company found a customer payment that didn’t get credited to their bank account properly
$32,000 Savings: One company discovered tax deductions that their tax accountant missed
$8,000 Savings: One company found vendor over-payments
$75,000 Savings: One company reduced telecommunication costs by $15,000 per year for a 5 year period.
$9,000 Savings: One company reduced loan fees by $3,000 per year for 3 years
$18,000 missed savings: One company paid an extra $18,000 in lease payments due to misunderstanding the lease terms.
$32,500 Savings: One company reduced self employment tax by $6,500 per year for 4 years by changing their business structure.
$9,000 Savings: One company found a $9,000 check that was recorded, but was mistakenly never deposited.
$55,000 Savings: One company saved $55,000 in lease payments by restructuring their lease agreement.
$10,000 Savings: One company discovered $35,000 in missed tax deductions due to a reconciliation error.

Indirect $$ benefits

One Company obtained a large operating line of credit within 30 days, after failing to do so for 6 months.
One company hired a new employee with confidence, knowing the break-even point of that new hire
One company was able to obtain capital to expand to a new location
One company was able to use margin analysis to determine which retail location to lease
One company discovered that key assets were accidentally omitted from their insurance policy.
One company was able to renew their line of credit, even after a year of net operating loss.
One company was able to select a tax accountant that better met their company needs.
One company was able to quickly answer financial questions posed by their board that previously took a long time to answer
One company discovered an embezzlement and stopped it before it added up to a lot of money.