Consulting

Fractional CFO Services for Owner-Operators at Every Stage

Accurate Numbers
Every Month.
A CFO Before
Every Decision.

The answers behind every major decision, built on books you can trust and tax planned all year.For businesses from sub-$1M up to $10M. Month to month. No minimum.

See How It WorksBook a Free Consultation
$2.6M+Margin Leaks Recovered
36+Owner-Operators Served
20+Years in Finance. Founder-Led.

The Complete CFO Function.
One Engagement.

Stratovus CFO brings accounting oversight, tax readiness, and financial strategy together in one engagement. Dan Vong leads it directly, with a personally vetted network of accounting and tax professionals behind him.

Accounting
OversightNumbers You Can TrustTax
ReadinessNo Surprises at Tax TimeFinancial Planning & StrategyA Plan for What’s NextStratovus CFO

Know where the business stands and how far it can go.

Accounting Oversight

Your existing bookkeeper or accountant handles the day-to-day. Our accounting partner oversees that work, reconciles the books and prepares the numbers your decisions are built on.

Tax Readiness

We assess your tax position during the year and recommend changes, bringing in our tax partner when the work calls for it. Your own tax preparer still prepares and files your return.

Financial Planning & Strategy

Should you hire? Buy that equipment? Take on a new property? We develop the financial foundation your business needs so every answer we give you is built on your numbers, your goals, and your stage of growth.

A Closer Look at What Each Service Delivers

How much support each area requires is set during your initial assessment, based on where your business stands today.

Accounting Oversight

Accurate numbers your business can make decisions from, every month
Clean financials that are current and ready when you need them
Visibility into the numbers that drive your business, with alerts when something needs attention
Details+

What You Gain

Numbers checked every month, so every decision your business makes is built on reliable data.

A dashboard in your client portal that shows the numbers that matter most, with context for what to do next.

Discrepancies are identified and corrected before they reach your decisions.

How It Works

A custom dashboard in your client portal, connected to your accounting system.

Your books are closed and reconciled every month, with errors corrected before the numbers reach you.

Continuous oversight keeps your financial records accurate and current as your business evolves.

Update frequency is set to how fast your business moves and how current your accounting runs. Your dashboard updates daily, or live, where your accounting system supports it.

Tax Readiness

Know your tax position before filing season arrives
Reach filing season with clean books and a clear read on your tax position, ready to take to your preparer
Keep your tax picture current all year
Details+

What You Gain

A calendar of your tax deadlines, so you know what’s due and when, well ahead of time.

Clean, organized books, ready for you to hand to your tax preparer at filing time.

Recommendations on your taxes throughout the year, so filing season holds fewer surprises and you can keep your focus on running the business.

How It Works

Assess prior year returns, filings, and permits to establish your current tax position and identify any areas of concern.

A tax deadline calendar built around your business’s specific obligations, with a reminder before each date.

A quarterly assessment of your tax position, with recommendations you can take to your tax preparer.

Financial Planning &
Strategy

Know what your cash is doing before it becomes a problem
See where your business is headed so major decisions are informed
Understand exactly what hiring, expanding, or investing means for your business financially
A decision you can defend, built on your numbers
Details+

What You Gain

Know your cash position at any point, so every decision starts from where you actually stand.

See cash shortfalls and opportunities months ahead, with time to act on them.

A long-term plan for funding growth, tied to the decisions you’re making today.

How It Works

Initial setup includes importing your financial data, building your cash model, and setting alerts for when something needs your attention.

Regular updates keep your financial plan and forecast current as your business evolves and circumstances change.

Scenario and sensitivity testing as decisions come up and conditions change, with your capital plan updated alongside it.

Businesses whose accounting, tax setup, or cash planning need to be put back on solid footing start with a Finance Reset, a Stratovus Advisory engagement, before ongoing support begins.

Service Tiers

Choose How You Work With Your CFO

Every tier includes a monthly CFO review. Pricing within each tier is set by your revenue, complexity, and stage, and we’ll recommend the right fit during your free consultation.

Essentials

For owners who want to know where they stand every month and what to do next

Your monthly CFO review in your client portal: where you stand, what changed, and what to do next
Numbers you can trust, checked and corrected every month before they reach you
Cash shortfalls and tax deadlines flagged well before they arrive
Message your CFO by email or in the portal when you need a straight answer

Growth

For owners making decisions that need the numbers run before they act

Everything in Essentials
Your monthly review on a live video call with your CFO
Live chat with your CFO in the portal, with updates as often as your business needs, up to weekly
The financial impact of every major decision, modeled before you make it

Enterprise

For owners who need a CFO shaping the strategy behind major growth, financing, or transition

Everything in Growth
Full CFO access and a live view of the numbers that drive your business, with priority on decisions that can’t wait
A long-term financial strategy and a plan for funding it, retested as conditions change
Dedicated strategy sessions on growth, financing, and where the business is headed
Not sure
which tier fits?Book a Free Consultation
Three-Phase Roadmap

From First Assessment to Ongoing Answers

Every Stratovus CFO engagement moves through three phases. We assess where your finances stand, build the systems your business will run on, then lead from there as your business grows. If you’re coming from a Finance Reset, Phases 1 and 2 build on the foundation already in place.

1

Assess & Scope

Comprehensive assessment of your financial records, existing systems, and business objectives
Confirm your tier and the depth of support in each service area
Define the deliverables, review cadence, and success metrics for your engagement
2

Set the Foundation

Reconcile opening balances and establish a consistent monthly close process
Develop the cash flow model and budget framework your business will run on
Set up your financial dashboard or scorecard tailored to your service tier and the metrics you manage by
3

Lead & Adjust

Ongoing delivery of Stratovus CFO services including monthly close, forecasting, and tax readiness sessions
Regular CFO strategy sessions to review performance and adjust your financial plan
Surface new opportunities, resolve financial constraints, and adapt your strategy as your business grows

FAQs

Common questions about our fractional CFO services.

Still have questions?

If you need more details or want to discuss your specific situation, visit our FAQs or contact us directly.

FAQsContact Us
What businesses do you serve?−

We work with owner-led businesses and startups from sub-$1M up to $10 million in annual revenue. Our clients include logistics, ecommerce, real estate, technology & SaaS, and construction & trades businesses.

Can I choose just one service?+

Stratovus CFO is one engagement that includes all three: Accounting Oversight, Tax Readiness, and Financial Planning and Strategy. This establishes the foundation your business needs, scoped and priced accordingly. If you need help with one specific decision or fix, a Stratovus Advisory engagement may be the right place to start.

What if I don’t have a bookkeeper?+

We start with a Finance Reset to rebuild your books, then match you with a vetted bookkeeper or accountant to keep them current. Stratovus CFO oversees that work from there.

How does pricing work?+

Each Stratovus Advisory engagement carries a fixed fee, scoped and agreed before work begins. Stratovus CFO has three tiers based on how you work with your CFO. Pricing within each tier is set by your revenue, complexity, and stage, and is confirmed after your free consultation.

How are services delivered?+

We work with clients virtually, so you get the same level of support regardless of where your business is located.

How quickly can I get started?+

Most new clients can begin within 7 to 10 days after their free consultation and a review of their needs.

The Next Decision You Make Doesn’t Have to Be Made Alone.

Book a free consultation, bring your questions, and leave knowing where your finances stand and what Stratovus CFO would change for your business.

Book a Free Consultation