Windsor Accounting & Tax Wendy Fleener, CPA · Windsor, CO
970.829.8291 Book a Consultation
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CFO & Advisory Services

CFO & advisory in Northern Colorado.

Outsourced-CFO guidance, debt and finance management, and the kind of straight advice that helps your business grow on solid footing - without hiring a full-time finance chief.

Call 970.829.8291 Send me a message
Wendy Fleener shaking hands with a client at her Windsor, CO office

A finance chief in your corner.

Here's how I help you make the bigger calls with confidence.

Cash-flow planning

A clear view of money in and money out, so you can plan payroll, purchases, and slow seasons without guesswork.

Debt & finance management

A practical plan for loans, lines of credit, and payoff priorities that fit your goals.

Budgets & forecasts

Realistic budgets and forward-looking forecasts you can actually use to steer the business.

Profitability review

A look at what's making money and what isn't, so you put your energy where it pays off.

Big-decision support

Hiring, equipment, expansion - we talk through the numbers before you commit.

Regular check-ins

An ongoing relationship, not a one-time report. I know your business and you can call anytime.

Who it's for

For owners ready to grow on purpose.

CFO and advisory work is a good fit if you are:

  • Past startup and ready to manage the business by the numbers
  • Facing a big decision - hiring, financing, or expanding
  • Carrying debt you'd like a clear plan to manage
  • Profitable on paper but unsure where the cash goes
  • Wanting a finance partner without a full-time CFO salary
Wendy Fleener meeting with a client during a tax consultation
The process

How working together works.

Reach out

Call or send a note and tell me where your business is and where you want it to go.

Review the numbers

We look at your financials together to understand the real picture today.

Build the plan

I lay out cash-flow, debt, and growth moves in plain English - prioritized and practical.

Check in & adjust

We meet on a rhythm that fits you, track progress, and adjust as the business changes.

Advisory questions people ask.

Do I need to be a big company for this? +
Not at all. Most of my advisory clients are small businesses that want a finance partner without a full-time hire.
How is this different from bookkeeping? +
Bookkeeping records what happened. Advisory uses those numbers to plan what's next - cash flow, debt, and growth decisions.
Can you help me decide on financing? +
Yes. We'll look at the numbers together so you understand the trade-offs before you take on a loan or line of credit.
Is this ongoing or one-time? +
Either. Some clients want a single planning session; others want regular check-ins. We set a rhythm that fits you.

Plan your next move with a CFO in your corner.

Tell me where your business is headed and I'll show you how I can help. No pressure, no obligation.

Call 970.829.8291 Send me a message