Your team knows numbers.
Your clients know their business.
The Strata:G Toolkits bring them together!

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Your team brings financial perspective and objectivity.

And your clients can make more strategic business decisons.


Forward-Looking Decision Tools

Focuses your client on their key management variables. Enables more confident business decisions.

Inexpensive Subscription Access

Per user cost is less than one billable hour per month! No long-term contracts.

Web-based, In-the-cloud

Online access, 24/7. Nothing to download, sync with, or install. It just works. 

Help Clients Build Stronger Businesses
By Looking Ahead Financially

Accountants are used to analyzing the past. 

But when you’re able to project pro forma P&Ls and integrated Cash Flows with your clients, providing on-the-spot "What if...?" comparisons, you can help them achieve greater financial success and stability.






Integrated Financial Modeling Power


Provide More Client Value

Create More Revenue



Integrated Financial Modeling Power

Strata:G Toolkits enable real-time projections of pro forma P&L's and integrated Cash Flows. Entertain multiple “What if...” scenarios while you’re on the call with your client.

Help them compare the impact on profits & cash flow of their decision choices – while they still have time to consider alternatives.


Industry Specific KPIs Add Perspective 

Show your clients how they stack up to others in their industry. Key Performance Indicators for 67 NAICS business verticals provide immediate perspective. 

Then, the industry-specific Strata:G KPI Calculator is ready to answer the client's next question: "Well, what are my KPIs? How do they compare?"


Gateway to Advisory Services

Strata:G is not limited to calculators and toolkits.

It also is a proven approach to engaging with business owners on strategic financial issues, showing them how their plans "pencil out." This is powerful and motivating information for business owners. 


Every subscriber gets full access to all four industry-customized Strata:G Toolkits. 

There's one that's best for each of your clients. Use the one that "talks their language."



Full Service Restaurants
Limited-Service Restaurants
Drinking Places - Alcoholic Beverages
Snack & Non-Alcoholic Beverage Bars

Professional Firms

Advertising Agencies 
Audiology Therapists 
CPA Offices 
Engineering Firms
Insurance Agencies 
Management Consultants 
Marketing Consultants Optometrists
Other Medical & Health Practices
Physicians Offices & Clinics
Veterinary Clinics

Service Businesses

Automotive Repair 
Beauty Salons 
Business Associations 
Car Washes 
Funeral Homes 
Other Personal Care Services
Pet Care 
Religious Organizations

Retail Operations

Apparel & Accessories Retailers
Building Materials Retailers
Food & Beverage Retailers
Furniture & Home Furnishings Retailers
General Merchandise Retailers
Health & Personal Care Products Retailers
Motor Vehicles Dealers 
Specialty Retailers


Frequently Asked Questions

Our goal is for you and your team to get full advantage from the STRATA:G Toolkits.
If you have a question that’s not addressed below, please email us.


No. All subscribers have unlimited access to all STRATA:G Toolkits. Even if your practice is focused on one type of business, like Restaurants, you have other business clients who can benefit from seeing their financial future. Strata:G offers the right tools for the job!

No. Active subscribers have unlimited access to all Strata:G resources.

The minimum subscription length is one month. Monthly and annual subscriptions are available, and access automatically renews with each payment.

Upon checkout, you will gain immediate access, and receive login information for return visits. If you have a Multi-User subscription, you will receive instructions on how to add your colleagues.

Yes! To ensure you’re taking full advantage of the STRATA:G tools, free Zoom sessions are included with your subscription. Schedule your session here.

To cancel your subscription, simply send us an email. Include your contact information and User Name, and you will receive a cancellation confirmation via email.


The Right Subscription
For Your Firm

Choose the plan that best meets your needs

  Number of Users Monthly Subscription Annual Subscription 
Includes 2 months free!
  Single User $200 $2,000
  2 – 10 Users $600 $6,000
  11 – 25 Users $1,800 $18,000


Unlimited Access to All STRATA:G Toolkits

Annual Subscription

Pay for a year, get 2 months free!

Monthly Subscription

Cancel any time.

Prefer a test drive?

Check out our One Week Access • $100