Strategic Financial Consulting Firm

We are a Strategic Financial Consulting firm helping small and medium sized businesses with finance and accounting needs. 

Why do companies choose us as their Strategic Financial Consulting Firm?  From our Outsourced Accounting services to our CFO services, we approach business from a strategic perspective. There is a difference between data and information, and as a business owner you need good information to make good decisions. We call it having "Financial Intelligence", and with it your business is more successful. We are purposeful in every interaction we have with you and with your financial data, in order to get you the information you need to run your business more successfully.

Strategic Financial Consulting Firm - What We Do

StratiFi uses a Fractional Finance Team Model. What does that mean for you? Simply put, that we intend to do so much more for you than "keep the score." Our Strategic Financial Consulting Firm have the resources, skills and coaching knowledge to help you achieve business performance excellence. We work with you to identify areas in your business that are not realizing their full potential and help you improve them to build a stronger, more profitable future.

Few businesses ever achieve the success possible because they fail to focus on the things that are really important. For example, they do not have effective operating systems and appropriate reporting tools which leads to a lack of planning and control in the business.

Our goal as a Strategic Financial Consulting Firm is to help you build a business that delivers what you want. Using our systems, tools, and experience we can identify areas of your business which should be delivering more value than they currently do.

Strategic Financial Consulting Firm Services are those that require the knowledge, experience, and skill set of a seasoned financial professional such as Chief Financial Officer. These services include but are not limited to the following:

• Participate in Strategic Planning Sessions with Management
• Assist in the Development of a Business Plan using One Page Business Methodology
• Develop a Planning/Budgeting Process
• Develop a Five-Year Financial Forecast
• Present Recommendations on How to Improve Cash Flow and Profitability
• Assist with Banking Relationships
• Review of Debt Agreements
• Review of Existing Contracts