Services – Stratovus Consulting

Flexible CFO Solutions

Fractional CFO Services: Ongoing Partnerships or One-Time Projects

Get expert financial leadership tailored to your business, at a fraction of the cost of an in-house finance team. Choose the full-service Core CFO Package for ongoing guidance and growth, or pick a Single-Scope Service for specific financial projects as needed. No long-term commitment required.

For North Texas businesses under $10M revenue
Ongoing monthly CFO support or project-based financial help
Clear pricing, cancel anytime with a 30-day notice*
Services to drive decision-making, strategy, and business growth

*Applies to the Core CFO Package. Single-scope services and add-ons are quoted up front after an initial assessment.

Why Owners Choose Our Core CFO Package

The Core CFO Package is more than financials. It’s a founder-led, flexible partnership built for North Texas owners, without the overhead of a full finance team.

You get direct support, reliable numbers, and forward-thinking guidance from a partner with decades of real-world finance and business leadership.

Our package includes support across three core service areas:

Accounting Oversight & Reporting

Accurate, on-time numbers you can trust. Get CPA-reviewed financials, so you always know where you stand and can act with confidence.

Financial Planning & Strategy

Support when things get unpredictable. We help you pivot and act, so you never wait for the “perfect” plan or stall out when business gets complicated.

Tax Strategy & Legal Compliance

No more tax season panic. We handle planning and compliance, so you avoid surprises, keep more of what you earn, and stay ahead of deadlines.

See What's Included

Core CFO Services

Core CFO Services: Flexible Options to Fit Your Business

Our Core CFO Package is built around three modular services. Choose one, two, or bundle all three services for complete support. Bundling unlocks the full value of our approach. After selecting your services, decide on the level of support you need.

Accounting Oversight & Reporting

Close the books within 6–14 days of month-end (based on tier)
CPA reviews every balance to catch errors early
Scorecard or dashboard delivered monthly, with alerts as needed

Details

Financial Planning & Strategy

13-week cash plan updated weekly to monthly (based on tier)
Rolling forecast (1–3 years), refreshed quarterly to bi-weekly
Capital and scenario planning support—from high-level review to dynamic modeling

Details

Tax Strategy & Legal Compliance

Quarterly tax review and payment estimates, with deeper compliance checks as your entity count grows
Filing-ready records delivered quarterly to your preparer, plus deadline tracking
Annual tax strategy session, with add-on advisory for multi-entity or exit planning

Details

Choose your level of support in the Service Tiers below. Compare what’s included, how often we meet, and preview pricing for each option.

See Service Tiers

Service Tiers

Choose the Level of CFO Support That Fits Your Needs

Select from three service tiers—Essentials, Growth, and Enterprise—each designed for a different stage of business complexity and support. Start with what you need now, and easily move between tiers as your business needs change.

Essentials

For businesses building their financial foundation or just getting organized.

Monthly financial reports prepared and reviewed by a CPA

Basic cash flow planning and tax reminders.

Simple tracking tools for income and expenses.

Email support for routine financial questions.

Growth

For businesses managing more complexity or planning for expansion.

Dashboards and analytics tracking key business metrics.

Regular forecasting (e.g., 13-week cash, rolling budgets), refreshed at least monthly.

Monthly financial review calls for ongoing insight and planning.

Scenario planning for new hires, expansion, or pricing changes.

Enterprise

For established businesses facing complex decisions or major transitions.

Advanced financial modeling for capital planning, investment, or exit scenarios.

Real-time dashboards and custom performance metrics.

Strategic planning sessions with your finance partner.

Full access to the CFO for special projects or urgent needs.

Not sure which tier fits?

See Three-Phase Roadmap

Three-Phase Roadmap

How We Build Lasting Value, From Foundation to Forward Action

We do more than set up your systems. Our three-phase roadmap establishes your financial foundation and delivers continuous, strategy-driven support so you’re always ready to act, adapt, and grow.

Phase 1

Assess & Plan

Deep-dive review of your records, systems, and business goals

Identify if a Finance Reset is needed or if you’re ready for ongoing Core CFO support

Define the right deliverables, timing, and metrics for your next stage

Phase 2

Build & Automate

Clean up books, reconcile accounts, and enforce disciplined routines

Build your cash-flow model, budgets, and reporting routines

Configure scorecard or dashboard based on tier

Phase 3

Operate & Scale

Ongoing delivery of Core CFO services such as monthly close, forecasting, and proactive tax planning

Regular hands-on strategy sessions to review performance, adjust plans, and drive results

Discover new opportunities, remove bottlenecks, and adapt as your needs change

Long-term partnership with actionable support, continuous guidance, and leadership you can trust at every stage

Flexible CFO Solutions

Single-Scope Services

Standalone, project-based services or add-ons to your Core CFO Package.

All services are quoted up front after an initial assessment.

Finance Reset

A three-phase program that cleans up your books, builds forward-looking cash controls, and delivers a final scorecard at completion.

Reconcile and rebuild prior records

Resolve missing statements and late payments

Create a 13-week cash forecast and working budget

Install basic reporting routines and deliver a final scorecard

Use: Standalone service only

Best for: Businesses with disorganized or outdated records that need a full clean-up

Operational Optimization

Fine-tune pricing, inventory, and workflows to increase profit and free up cash.

Profit & Inventory Check: find low-profit items, slow sellers, and waste so you can set prices right and order only what moves

Cash-Flow Tune-Up: collect customer payments sooner, delay supplier payments where smart, and free cash tied up in extra stock

Workflow Review: chart each task, cut double-handling, and automate repeat entries to keep the processes lean

Use: Standalone service or add-on

Best for: Owners who want to cut costs, improve margins, and free up cash

3-Statement & Pro Forma Model

Historical and projected income statement, balance sheet, and cash flow in one integrated model.

Integrated view of income, assets, and cash flow

Built-in scenario toggles for quick what-if analysis

Customizable for ongoing, up-to-date projections

Use: Standalone service or add-on

Best for: Startups, new ventures, or established firms needing a unified historical and projected view of profit & loss, balance sheet, and cash flow for business plans, funding proposals, or internal approvals.

Scenario Model

Test pricing, hiring, and growth plans with custom what-if scenarios.

Define key drivers and assumptions to match your business

Compare best- and worst-case outcomes side by side

Includes step-by-step instructions for running new scenarios

Use: Standalone service or add-on

Best for: Owners who want to compare best, base, and worst cases before committing to a plan.

Capital Raise Support

Prepare your financial story and Q&A for investors.

Investor-ready three-statement and pro forma model with clear assumptions

Slide-deck inputs covering valuation, use of funds, and milestones

Mock Q&A session prep to handle investor questions

Use: Standalone service or add-on

Best for: Founders raising capital from banks, angels, or the SBA

Valuation & Exit Preparation

Determine your business’s value and get sale-ready.

Discounted cash flow and market comps to set a fair price

Gap analysis with a roadmap of improvements before exit

Data package for buyers, including key metrics and documentation

Use: Standalone service or add-on

Best for: Owners planning to sell or seek funding in the next 1–2 years

FAQs

Common questions about our fractional CFO services.

What businesses do you serve?

We partner with owner-led businesses and startups up to $10 million in annual revenue, primarily in North Texas. Our clients include construction, trades, logistics, professional services, consumer and specialty retail, and technology startups.

Can I choose just one service or do I need a package?

You can engage us for a single-scope project—like a finance reset, scenario model, or capital raise—or bundle services as part of our Core CFO Package. All services are modular to fit your needs.

How are services delivered?

We offer both virtual consulting and in-person meetings at our Richardson office when necessary or by request. You work directly with Dan Vong, Founder & Principal, supported as needed by our accounting, CPA, tax planning, tax, and business law partners.

How does pricing work?

We offer tiered, transparent pricing for ongoing support and fixed rates for single-scope projects. There are no long-term commitments, so you can scale up or down as your needs change.

Who will I work with?

You always work directly with Dan Vong, a finance leader with decades of experience in both corporate finance and small business. For specialized tasks, Dan coordinates trusted partners for accounting, tax, or business law as needed.

How quickly can I get started?

Most new clients can onboard within 7 to 10 days after an initial discovery call and review of your needs.

Still have questions?

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

“We were growing quickly and considering a controller, but the cost gave us pause. Stratovus’s Core CFO service was a game changer. It gave us exactly what we needed to keep scaling, at a fraction of the expense.”

“We gave Stratovus a mess. Within three months they came back with balanced books, a clear plan, and reports my banker trusts. Exactly the reset we needed to move projects forward.”

“We needed a solid model to pitch investors fast. Dan didn’t just deliver, he walked us through every driver so we could speak confidently in the room. We got funded two weeks later.”

“I wasn’t sure what my business was worth or what a buyer would look for. Dan built a valuation model, showed me issues I needed to fix, and gave me a realistic path to potentially sell. It changed how I run the business.”

“Stratovus fixed our cost tracking and set up a cash routine. Quotes match real costs, suppliers get paid on time, and payroll isn’t a worry any longer.”

See Exactly Where Your Business Stands and What To Do Next

Schedule a discovery call to get practical insights, clear priorities, and your path forward. No pitch, no pressure. Just real answers for North Texas owners.