Discover how fractional CFO services can transform your business and streamline financial management.
Find clear answers to common questions about our fractional CFO services, process, and how we help business owners.
Owner-operators of businesses up to $10M in revenue, including early-stage and sub-$1M businesses that most financial firms won't take on. If you're running a real business and making financial decisions without CFO-level guidance, Stratovus was built for you.
Stratovus serves ambitious business owners typically with revenues up to $10 million. Clients include established businesses, growing companies ready to scale, and owners who want more than basic accounting—they want disciplined strategy, better decision-making, and an experienced finance partner for the long run.
A bookkeeper records what happened. A CPA files your taxes. Neither one tells you whether you can afford to hire, when to raise capital, or where your business is leaking money. Stratovus does. You get forward-looking financial strategy, direct access to Dan, and a vetted network of accounting, tax, and legal professionals executing behind him.
All engagements include a one-time onboarding fee of $450. It covers the initial assessment of your financial records, system setup, and the work required to get your engagement structured and running. It applies to both Stratovus CFO and Stratovus Advisory and is billed once at the start of your engagement.
Stratovus CFO is priced by service tier. Stratovus Advisory engagements are quoted upfront after an initial assessment. All engagements include a one-time $450 onboarding fee. No surprises, no open-ended billing. Schedule a call and we'll scope your engagement before any work begins.
No long-term contracts. Stratovus CFO runs month-to-month and is cancellable anytime with 30 days notice. When an engagement begins with a Finance Reset, a 2-month minimum applies — both months billed at your standard monthly rate. Stratovus Advisory is scoped and priced upfront with no ongoing commitment required.
Stratovus CFO covers accounting oversight, financial planning and strategy, and tax readiness on an ongoing monthly basis. Stratovus Advisory cover specific needs including financial modeling, cash flow planning, capital raise support, business efficiency reviews, and exit prep. Both tracks are supported by a vetted network of accounting, tax, and legal professionals when the work requires it.
Most engagements start within one to two weeks of your initial call. If your situation is time-sensitive, let us know and we'll structure the timeline around it.
Financial records, accounting software access, and relevant business documents. We walk you through exactly what's needed during onboarding through our secure client portal, so nothing falls through the cracks and the lift on your end stays minimal.
Most clients meet monthly, with more frequent check-ins depending on their service tier and what's happening in the business. Outside of scheduled meetings, Dan is directly accessible for check-ins, planning sessions, and urgent issues.
Stratovus CFO is Stratovus's ongoing financial leadership service. It covers the three core areas every growing business depends on most — Accounting Oversight and Reporting, Tax Readiness and Compliance Support, and Financial Planning and Strategy — delivered through one consistent relationship.
Stratovus CFO covers three service areas: Accounting Oversight and Reporting, Tax Readiness and Compliance Support, and Financial Planning and Strategy. Each can be engaged individually or as a full bundle. The level of support within each service is determined by your tier and scoped during your initial assessment.
Essentials is for businesses building their financial foundation. Growth is for businesses that have momentum and need a CFO actively involved in where it goes. Enterprise is for businesses where the complexity of the operation or the decisions ahead requires full CFO engagement.
Yes. Each of three core services built into Stratovus CFO—Accounting Oversight and Reporting, Tax Readiness and Compliance Support, andFinancial Planning and Strategy—can be engaged individually or in combination. Most clients start with the full bundle because the services are designed to work together, but the engagement is scoped to fit where your business is today.
Yes. As your business grows or your needs change, your tier can be adjusted.
If your records are incomplete, inconsistent, or have never been properly organized, a Finance Reset is required before ongoing CFO support begins. The Finance Reset is billed at your standard monthly rate, and a 2-month minimum engagement applies. Once your books are clean, Stratovus CFO support begins on the same terms as any other engagement.
No. Stratovus works alongside your existing bookkeeper or accountant, not in place of them. We provide the CFO-level strategy and oversight your current team isn't structured to deliver. If gaps exist in your current accounting setup, we'll identify them and help you address them — but our role is financial leadership, not bookkeeping.
We work with all major small business accounting platforms, including QuickBooks Online, Xero, and Sage. If you use other software, let us know—most systems can be integrated into our workflow.
No. Stratovus does not file or prepare taxes. What we do is keep your financials tax-ready year round so your tax preparer has everything they need when it matters. Our tax partner reviews your file, identifies opportunities, and flags issues before they become problems. You get better tax outcomes without the last-minute scramble.
Yes. The entity structure you operate under affects your taxes, your liability, and your ability to raise capital or sell. Stratovus guides you through the decision based on your goals and current situation, backed by our vetted network of accounting, tax, and legal professionals to make sure the recommendation holds up financially and legally.
Can you see where your cash will be in 90 days? Do you know which parts of your business are actually profitable? Are you making hiring, pricing, and growth decisions with real numbers behind them? That's what Financial Planning and Strategy delivers. A financial plan built around where your business is today and where you're taking it, with forecasting, profitability analysis, and strategic guidance on the decisions in front of you.
For most businesses up to $10M in revenue, yes. A full-time controller or finance director runs $100,000 to $150,000 or more per year. Stratovus gives you that same level of financial leadership at a fraction of that cost, without the overhead of a full-time hire.
That's a good problem to have, and we plan for it. If your business grows to the point where a full-time CFO or finance team makes sense, Stratovus helps you structure that transition, define the role, and get the right person in place. You won't be starting from scratch because the financial foundation will already be built.
Stratovus Advisory engagements is a one-time, fixed-scope engagement built around a specific deliverable. That includes a Finance Reset, Business Efficiency Review, financial modeling, capital raise support, and exit prep. Scope, timeline, and fees are agreed upfront before any work begins.
Every Stratovus Advisory engagement is quoted upfront based on the scope of work and expected time to complete it. All engagements include a one-time $450 onboarding fee. You know the full cost before any work begins.
You receive the completed deliverable, a summary of findings, and a dedicated review call with Dan to walk through the results and what they mean for your next move.
If your books are behind, inconsistent, or have never been properly set up, the Finance Reset is where you start. It's a one-time Advisory Engagement that cleans up your historical records, fixes the gaps, and builds an accurate financial foundation your business can actually run on. For businesses that need it before starting Stratovus CFO, the Finance Reset is billed at your standard monthly Stratovus CFO rate, and a 2-month minimum engagement applies.
No. The Finance Reset is a one-time project. Once your books are clean and your financial foundation is in place, you can move directly into Stratovus CFO for ongoing support.
All client data is stored and managed across Microsoft 365 Enterprise E5 and SuiteDash.
Microsoft 365 Enterprise E5 is Microsoft's highest-tier security platform, providing Azure Active Directory, multi-factor authentication, advanced threat protection, and end-to-end encryption at rest and in transit.
SuiteDash uses 256-bit SSL encryption at rest and in transit, the same standard used by online banking institutions, with role-based access controls, multi-factor authentication, and hosting in high-security data centers with sophisticated physical security features. SuiteDash is also compliant with GDPR, HIPAA, and SOC 2 standards.
Payments and invoicing are processed through Stripe. When you set up wire transfers, ACH, or card payments, your banking and payment credentials are entered directly into Stripe's secure platform. Stratovus never sees, stores, or has access to that information.
Your financial information is never sold or shared with third parties.
Every engagement includes a mutual NDA at discovery and a confidentiality agreement within the Master Service Agreement before any work begins.
Stratovus Consulting is a boutique financial consulting firm providing fractional CFO services to small businesses nationwide.
Stratovus does not provide accounting, audit, attestation, investment-advisory, tax preparation, or legal services.
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