STRATA:G® Advisory Solutions
A Difference-Maker For Accountants, Bookkeepers, CPAs

Strata:G® Toolkits for Professional Firms

The Strata:G sophisticated financial modeling tools – disarmingly low-key and approachable - focus on the key financial levers, the “manageable variables” that matter to owners of professional firms. Each Strata:G Toolkit includes:

STRATA:G®pro forma P&L and Cash Flow Calculator 
Built for projecting, not accounting.
With only a few inputs, Strata:G immediately projects pro forma monthly P&L, plus integrated Cash Flow.
Don't like that outcome? Use Strata:G's "What if...?" powers! Change an input; immediately show impact on profits and cash. Make another change; show those results. In real time!

Strata:G® Toolkits for Professional Firms

Each Strata:G Toolkit also includes:

Reference Key Ratios Benchmarks – 16 separate verticals
Show owners the Key Performance Indicator benchmarks for the median-performing Professional Service businesses in their NAICS industry vertical. A great Conversation Starter.
STRATA:G® Key Ratios Calculator for Professional Firms 
“What are my ratios? And how do they compare?”
With inputs from the client’s financial statement, the Strata:G Key Ratios Calculator immediately shows the client the Key Financial Ratios for their business, and compares them to the built-in industry benchmarks for their NAICS vertical.

Every one of these "tools of engagement" has been designed to be used with an owner of a Professional Firm, whether in person or via video conference. They are for projecting, for comparing "what if...?" choices. 

These tools quickly provide the key insights – the "Ahas!" – that underlie strategic business decisions.

More than anything, these are for relationship building with your clients. Each one enables you to "show, not tell." Powerful!

Whatever your clients' questions or issues, now you can sit with them and explore the possibilities.

  • Compare and contrast the financial implications, in real time.
  • Learn from their questions and concerns.
  • Discover their appetite for risk, their vision for the future.
  • Enable them to make informed business decisions (and maybe even to develop a new-found appreciation for "the numbers!")

Quick Reference Key Financial Ratios for Professional Firms

Splendid for "conversation starters."

See Key Financial Benchmarks for more