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Our Services

Stratifi CFO provides flexible financial support based on what your business or organization needs. We can work with you on an ongoing basis, support your existing finance team, or help with a specific project.

Fractional CFO & Financial Planning

Understand where you stand, what is coming and what decisions need attention. We help management and boards understand the numbers, plan ahead and make informed financial decisions.

  • Budgets and forecasts

  • Cash-flow planning

  • Clear financial reports for management and boards

  • Comparing actual results to budget and explaining the differences

KEY SERVICES:

  • Planning for major financial decisions

  • Financing and capital planning

  • What-if scenarios and financial risk planning

  • Tracking key financial results and long-term sustainability

Finance Team & Controller Support

Reliable financial information starts with good processes and reporting. We can work alongside your existing finance team or help fill gaps to improve how financial information is prepared, reviewed and used.

  • Monthly financial reporting and review

  • Stronger accounting processes, controls and approvals

  • Improving financial systems and processes

  • Comparing results to budget

KEY SERVICES:

  • Reporting across multiple companies or organizations

  • Clarifying finance team roles and responsibilities

  • Training and transition support for finance staff

Project-Based Financial Support

We can step in for a specific project, help build the financial plan, compare options and support the financial side from planning through completion.

  • Financial planning for major projects

  • Real-estate development and capital projects

  • Project budgets, forecasts and cost tracking

  • Reviewing funding and financing options

  • Reviewing construction, capital and investment costs

KEY SERVICES:

  • Financial setup for new companies or organizational structures

  • Comparing different options and what-if scenarios

  • Financial analysis and business cases for major decisions

  • Finance system and process improvement projects

Need a customized solution?
Contact us today to discuss how we can support your business.

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