Finance & Fractional Leadership
Clearer numbers. Stronger controls. Experienced financial leadership when you need it.
Consulting with Wine helps organizations strengthen financial reporting, budgeting, forecasting, cash flow, internal controls, and the processes behind the numbers.
Whether you need a focused financial review, help fixing an existing finance function, or ongoing Controller- or Finance Director-level support, the goal is the same: give leadership better information and stronger financial systems for making decisions.
Financial Reporting & Management Insight
Build clearer, more useful financial reporting so leadership can understand performance and make informed decisions.
What We Can Help With
Financial leadership should give you more than reports. It should give you a clear understanding of where the organization stands, what needs attention, and what decisions need to be made next.
Internal Controls & Financial Processes
Strengthen approvals, responsibilities, reconciliations, documentation, and the processes that protect financial accuracy and accountability.
Budgeting & Forecasting
Develop realistic budgets, forecasts, and financial models that help organizations plan ahead instead of reacting after the fact.
Financial Cleanup & Problem Solving
Identify and address reconciliation issues, reporting problems, process breakdowns, and financial systems that are no longer working effectively.
Cash Flow & Financial Planning
Improve visibility into cash needs, timing, financial obligations, and the resources required to support operations and growth.
Fractional Financial Leadership
Add Controller- or Finance Director-level support for organizations that need experienced financial leadership without another full-time executive.
Business & Finance Health Check
Not sure what is wrong—or what should be fixed first?
The Business & Finance Health Check provides a focused review of the financial systems behind your organization to identify weaknesses, risks, and opportunities for improvement.
We review areas such as:
financial reporting
reconciliations
cash flow
budgeting and forecasting
accounts payable and receivable
internal controls
financial responsibilities and oversight
Starting at $1,500
What You Receive
Executive Summary
A clear overview of the organization’s current financial condition.
Prioritized Findings
Issues classified by importance so you know what needs attention first.
Practical Recommendations
Specific actions—not just a list of problems.
30/60/90-Day Action Plan
A realistic roadmap for strengthening the financial function.
Final Findings Meeting
A review of the results, recommendations, and next steps.
Typical delivery: 7–10 business days after requested information is received.
Fractional Financial Leadership
Senior-level financial support without adding another full-time executive.
Some organizations need more than a one-time project. Fractional financial leadership provides ongoing support to strengthen reporting, planning, controls, and financial decision-making as the organization grows or changes.
What this can include
monthly financial review and management reporting
budgeting and forecasting
cash-flow planning
financial process oversight
internal controls
leadership and board reporting support
finance-team guidance
decision support for management
special financial projects and problem solving
Fractional Controller
Starting at $2,500/month
For organizations that need stronger oversight of accounting, reporting, reconciliations, controls, and month-end financial processes.
Best fit when: the accounting work is getting done, but the organization needs experienced oversight and better financial visibility.
Fractional Finance Director
Starting at $4,500/month
For organizations that need broader financial leadership, including planning, forecasting, management reporting, strategic financial analysis, and support for executive decision-making.
Best fit when: leadership needs an experienced financial partner, not simply accounting oversight.
Focused Financial Projects
Not every financial need requires an ongoing engagement. Consulting with Wine also provides focused project support when the problem, objective, or deliverable is already clear.
Financial Cleanup & Reconciliation
Address reporting inconsistencies, unreconciled accounts, historical accounting issues, and financial processes that need to be brought back under control.
Management Reporting & Dashboards
Develop financial reporting that gives owners, executives, and boards clearer visibility into performance, trends, and key financial indicators.
Budgeting, Forecasting & Financial Modeling
Build practical budgets, cash-flow forecasts, scenario models, and financial tools that support planning and decision-making.
Finance Process & Department Buildout
Strengthen month-end processes, responsibilities, controls, documentation, reporting workflows, and the structure behind the finance function.
Projects are scoped and priced based on complexity, volume, and the level of support required.