The Strata:G^® Advisor 30-Day Test Drive 


Available Nowhere Else
Simplify financial projections, empower confident client decisions, and unlock a proven, approachable advisory process.

Why This Matters

Many accountants and bookkeepers live in the world of history: compliance, reporting, looking backward. 
But business owners live in the future. They’re asking, “What if…?”

That’s where Strata:G^® shines. (That’s “strategy.” Every business owner needs one!)

Strata:G makes projecting profits and cash flow simple, visual, and engaging — so you can guide forward-looking conversations that owners instantly “get.”

• Courses focus on projecting, not accounting. Learn how to show owners the future, not just the past.
• Integrated calculators do the heavy lifting. They bring the numbers to life, showing cause-and-effect in real time.
• It "connects" with owners. The dynamic “what if…?” capability makes even complex choices clear.
• Advisors guide the journey. You’ll see how to communicate projections in ways that build trust and spark decisive action.

This isn’t abstract training — it’s the missing link between accountants or bookkeepers and business owners.

The Case Study That Sticks

Meet Helen & Irving Surviving, of the whimsically named I. M. Surviving Co.

Through their story, you’ll see how owners wrestle with decisions — and how Strata:G calculators reveal surprising insights.

Irving’s “aha” moments aren’t just entertaining. They’re lessons in how to make financial projections relatable and memorable to your clients.

What’s Included in Your 30-Day Test Drive

For just $249, you’ll receive:

• Three self-paced courses on financial projecting

  In about an hour per course, learn how to guide owners beyond accounting, using profit planning, cash flow projecting, and inventory planning (for retailers)
• Private Zoom Strata:G Advisor Orientation session with the Co-Founders

  A one-on-one session where you’ll see “what if…?” scenarios demonstrated, discover best practices for advisory conversations, and get your questions answered directly.
• 30 days of unlimited Business Strata:G access

  All 15 specialized calculators, client-ready dashboards, and 5-year industry benchmarks across four sectors: restaurants, retailers, service businesses, and professional firms.

Total value: $649 — Yours for $249.

How You’ll Use It

• Step 1: Learn the approach

  Courses show you how to shift client conversations from “accounting for the past” to “projecting the future.”
• Step 2: Practice with the tools

  For 30 days, explore all Strata:G calculators and dashboards. Model profits, cash flow, and “what if…?” scenarios in minutes.
• Step 3: Join your private Strata:G Orientation
 session
  The Co-Founders will demonstrate how to make projections relatable for owners — and get your questions answered.
• Step 4: Apply it with clients

  Use Strata:G in client conversations. Owners see cause-and-effect instantly, are quick to compare and contrast other options, and appreciate making informed business decisions.

Why It Works for Advisors

• Instantly model client choices and compare scenarios.
• Translate complex financials into simple, visual outcomes.
• Deliver clarity and confidence in every advisory meeting.
• Gain a flexible toolkit that adapts across industries.
• Low-key. Approachable. Yet remarkably sophisticated.

👉 Start Your 30-Day Test Drive NOW! — $249 – Accelerate Your Advisory Capabilities

Advisory services don’t have to feel abstract. With Strata:G, you can make the numbers relevant and meaningful — and empower owners to make smart decisions in real time.