A Difference-Maker For CPAs

Strata:G® Toolkits: 
A Gateway to Business Advisory Services


Now, every accountant can help business clients
make key decisions to improve profits and cash flow. 




An Accountant’s Greatest Value Is To Help Clients Project Into The Future

But Most Accounting Tools Are Focused On The Past

Staff accountants and managers usually don’t have the experience to provide traditional “advisory” services for business owners, and you don’t want your firm to be culpable for providing bad advice.

Your clients are desperate for insights that help them make educated decisions about their business' future.

STRATA:G® is the break-through answer.







"We are using it for restaurants with cash flow issues to help them see it in real time, and it has been impactful.

Overall it has been well received by staff, who see how it can be helpful."

–Accounting Firm Owner


How to Use STRATA:G

Use Strata:G
Financial Modeling Calculators
To Show, Not Tell

You facilitate the conversation as the numbers person, and your client is the industry expert who best knows the “What if....?” choices to consider.

Using the Strata:G What If calculators you can show the crucial financial outcomes – pro forma P&L and integrated Cash Flow projections – of each set of assumptions.

These sophisticated financial modeling tools are disarmingly low-key and approachable.They show business owners the cause-effect financial connections they can manage. Empowering!

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Use Strata:G 
Key Metrics Tools
To Provide Perspective

Show a business owner the Key Performance Indicators for businesses like theirs. 

Next, most owners quickly ask, "Well, what are mine? How does my business compare?"  The conversation has begun!

Whether they have a Restaurant, a Retail Business, a Service Business, or a Professional Firm, there is a customized Strata:G KPI Calculator to answer their questions in a flash. And open the door to more conversations.

Strata:G Helps You Avoid

“What Do You Think I Should Do?” Culpability

Your Team Knows Numbers
Your Clients Know Their Business

You want your clients to succeed, but offering "advice" can be risky.

We created Strata:G so that every accountant can use financial projections to avoid that risk.
So, when clients ask "Do you think this will work?", you can simply say,

“Let’s use Strata:G to see how it impacts your profits and cash flow.”

Providing Client Value Has Never Been Easier

The Strata:G projecting calculators have been built with the end-user in mind – that is, the business owner. The ones who need to make decisions that have considerable financial impact.

The Strata:G approach – guided by their CPA – enables business owners to see and decide for themselves what choices to make for their business. 

That's why they look forward to regular monthly meetings with their CPA. They want to gain more of Strata:G's financial perspective and objectivity. All thanks to their CPA.

STRATA:G® (That's "strategy." Every business needs one!)


Making Money. Having Fun. And Doing Good!

Doesn’t Every CPA Aspire To That?

With the Strata:G Toolkits, any accountant can deliver objectivity, perspective, and more strategic value to clients, based on numbers, not opinion. 

Dynamic and interactive, Strata:G opens the door to valued and rewarding business relationships.