Frequently Asked Questions

Discover how fractional CFO services can transform your business and streamline financial management.

FAQs

Find clear answers to common questions about Stratovus Consulting’s fractional CFO services, process, and how we help North Texas business owners.

General

A fractional CFO is a seasoned finance executive who provides high-level financial leadership on a part-time or project basis—without the cost of a full-time hire. At Stratovus Consulting, this means direct access to strategic financial planning, forecasting, capital strategy, and hands-on support tailored to your business needs.

Stratovus serves ambitious business owners across North Texas, typically with revenues up to $10 million. Clients include established Main Street 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.

Bookkeepers and CPAs focus on compliance, historical records, and tax filings. Stratovus Consulting delivers forward-looking strategy, business planning, capital allocation, and real leadership. You work directly with a senior finance expert, backed by a team of vetted CPA, tax, and legal partners, for precise numbers, strategic vision, and support to act on your goals—not just reports.

Engagement & Pricing

Stratovus offers transparent, tiered pricing for ongoing Core CFO packages and single-scope projects. Pricing is based on service level, transaction complexity, and business needs—making it affordable for Main Street businesses. Schedule a call for a custom quote tailored to your business.

No long-term contracts are required. Most clients work month-to-month, with the flexibility to add, pause, or adjust services as their needs change. Project-based and single-scope engagements are also available.

Stratovus covers the full spectrum of financial management—Financial Planning & Analysis, accounting oversight, tax strategy, and business law support. Services range from recurring CFO oversight to targeted deliverables like financial modeling, cash flow planning, or business valuation. All engagements are scalable and designed to grow with your business.

Onboarding & Process

Most engagements start within one to two weeks of our initial call, depending on your readiness and complexity. For urgent projects, expedited onboarding is available.

You’ll provide access to financial records, accounting software, and relevant business documents. We guide you through a simple checklist during onboarding to keep things efficient.

Meeting frequency depends on your service tier and needs. Most clients meet monthly or biweekly. We’re available for check-ins, planning sessions, and urgent issues as needed.

Accounting Oversight

Yes. Stratovus can partner with your current bookkeeper or accountant to review, oversee, and improve your financial processes. We also coordinate directly with any outside accounting firm to ensure accuracy and efficiency.

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.

Financial Planning & Strategy

We deliver data-driven planning, forecasting, and strategic guidance to improve profitability, cash flow, and growth. You get clear reporting, actionable insights, and a roadmap for every stage—whether you’re stabilizing, scaling, or preparing for exit.

Yes, for most small to mid-sized businesses. You gain direct access to senior-level finance expertise—without the full-time payroll cost. Stratovus can handle everything from financial planning to oversight and board-level reporting.

We help you plan the transition to a full-time CFO or finance team when the time comes, ensuring a smooth handoff. Stratovus supports you through the process and can assist in recruiting or onboarding your in-house finance leadership.

Tax Strategy & Legal Compliance

No. Stratovus does not prepare or file taxes. We ensure your financial records are accurate and organized for tax season, and we coordinate with your CPA or tax preparer for a seamless handoff.

Yes. We provide entity selection guidance based on your goals, tax situation, and legal considerations. Our team collaborates with CPA and legal partners to recommend the most effective structure for your business.

Finance Reset

The Finance Reset is a one-time service for businesses with disorganized or incomplete accounting. We clean up your books, fix historical issues, and provide a clear financial baseline. This step is required before you can start ongoing Core CFO services if your records need major cleanup. The upfront fee for the Finance Reset is equal to your recurring Core CFO service fee.

No. The Financial Reset is a separate, upfront project to get your accounting in order. Once complete, you can transition to a monthly retainer for ongoing CFO support.

Single-Scope Services

A single-scope service is a one-time engagement with a defined deliverable, such as a financial model, business valuation, funding package, or KPI dashboard. Scope, timeline, and fees are agreed upfront.

  • Option 1 – Online intake form. Fill out the short form here; we reply within one business day with follow-up questions or a calendar link if needed. 

  • Option 2 – 30-minute discovery call. Book a slot and walk us through the same details live.
    Choose whichever fits your schedule.

Pricing is based on service complexity, required expertise, and expected time. All fees are quoted upfront—no hidden costs.

Most wrap in two to six weeks, depending on data quality and client response time. Complex projects may take longer. We lock in the schedule before work begins.
 
 

You receive a completed, ready-to-use deliverable (such as a model, report, or dashboard), a summary of findings, and a review call to walk through results and next steps.

Data Security

All client data is stored in secure, encrypted cloud platforms with strict access controls. We use industry-standard security practices and never share your information without consent. Confidentiality and data protection are built into every engagement.

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