Reach out to schedule a discovery call or ask us anything about our CFO services.

Most engagements begin within one to two weeks of a signed agreement. We start with a complimentary discovery call to understand your needs, followed by a focused assessment and a tailored proposal. Once aligned, onboarding is structured to minimize disruption and deliver value from day one.

Absolutely. We have extensive experience working with pre-seed through Series B companies who need CFO-grade financial infrastructure before they can justify a full-time hire. Whether you need a fundraising model, cap table guidance, or basic financial operations, Windward Mark meets you where you are and builds for where you are going.

Windward Mark serves clients across a broad range of industries including technology and SaaS, healthcare, professional services, manufacturing, and consumer goods. Our cross-industry experience means we bring pattern recognition and best practices from multiple sectors to every engagement.

Pricing varies by engagement type and scope. Project-based work is quoted at a fixed fee; ongoing retainers are structured as monthly arrangements scaled to hours and complexity; Embedded Fractional engagements are custom-priced based on dedication level. All engagements begin with a complimentary discovery call — no commitment required. Contact us to receive a tailored proposal.

Yes — flexibility is a core feature of how we work. As your business needs evolve, your engagement with Windward Mark can expand into new service areas, increase in hours, or transition from a project basis to an ongoing retainer. We design engagements to grow with you, not lock you in.