Tailored financial leadership — built around your business.
At Stratus CFO, we understand there’s no one-size-fits-all approach to financial support. Our services are fully customizable. Whether you need strategic guidance, operational oversight, or help cleaning up your systems, we tailor the engagement to your stage, goals, and capacity.
Fractional CFO Services
Strategic financial leadership to help you make confident decisions and plan for what’s next.
Services may include:
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Strategic decision support – helping you evaluate major business decisions with a clear understanding of the financial impact
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Financing & capital planning – helping you assess financing options, prepare lender and investor reporting, and plan for future capital needs as your business grows
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Cash flow forecasting – visibility into how money moves through your business and when
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Working capital management – helping you stay ahead on payables and receivables
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Profitability & margin analysis – identifying what’s driving profit and where you’re losing money
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Budgeting & scenario planning – modeling different paths forward so you can plan with intention
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KPI development & tracking – selecting and monitoring the metrics that matter most
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Regular financial check-ins – collaborative strategy sessions to stay aligned on business goals, financial health, and key decisions
Fractional Controller Services
Reliable Financial Operations with clean, timely, and accurate books.
Services may include:
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Oversight of bookkeeping – reviewing entries and reconciliations done by your team or ours
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Month-end close support – journal entries, account reconciliations, and financial schedules
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Chart of accounts optimization – ensuring your financial categories make sense and serve you
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Accounting system cleanup – untangling messy books or historical errors
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Process documentation & internal controls – putting structure in place for smoother operations
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Light team training – helping internal staff build confidence and consistency in financial tasks
Project-Based Support
Short-term advisory or implementation to help solve specific challenges
Services may include:
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Business Financial Assessment – One-time diagnostic of cash flow, profitability, balance sheet health, and key financial indicators
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Accounting System Onboarding – Setup and migration into platforms like QuickBooks or Xero, including account structure and workflows
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Payroll Tool Integrations Support – connecting ADP, Gusto, or other payroll tools into your broader finance system
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Books Cleanup – Fixing errors or outdated entries to bring your accounting system current and accurate
The Stratus Approach: Hands-On Financial Leadership, Tailored to
Your Business
At Stratus CFO, our approach is straightforward — we integrate into your operations as a
trusted financial partner, providing proactive leadership that helps you navigate financial
decisions with clarity and confidence. You’re not hiring a consultant who delivers a report and disappears. You’re gaining a strategic partner who works alongside you to understand your business and drive meaningful results.
While every engagement is customized, our partnerships typically follow these key phases:
Discovery &
Assessment
We start by understanding your business — where you are today, where you want to go, and what’s standing in your way. This includes reviewing your financial systems, identifying challenges, and aligning on priorities.
Financial Foundation & Process Alignment
Before strategic planning can begin, we ensure your financial data is accurate and reliable. This may involve improving accounting processes, refining your chart of accounts, or collaborating with your bookkeeping team to establish clean, usable data.
Strategic Planning & Forecasting
With a solid foundation in place, we develop cash flow forecasts, identify key financial drivers, and build a strategy that aligns with your business’s goals. This is where numbers turn into actionable decisions.
Ongoing Financial Leadership & Advisory
From here, we provide continuous oversight and strategic guidance — meeting with you regularly to review performance, adjust forecasts, and provide financial leadership that supports informed decision-making.
