Experts Forecasting YOUR Financial Future.

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Call Now: 

Experts Forecasting YOUR Financial Future.

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Contact Us Today!

Reach Accounting Freedom 

    Call Now: 

    Effortless Finance management Services

    We custom tailor our service packages to your health and wellness business needs. No hidden hourly costs racking up here! You will have up-front peace of mind knowing the full scope, cost, and value we deliver. Review our valued services and chat with an expert so we can help you start making better financial decisions today.

    Contact Us Today!

    Let us take on what you shouldn’t have to.

      How It Works

      Choose Your Services

      Get freedom from what’s holding you back! Explore our valued service offerings below.

      Custom Quote

      Connect with an expert and let us custom scope the perfect package based on the services you need.

      Accounting Freedom!

      Meet your new Strata Cloud expert and start enjoying accounting freedom.

      Expertise and simplicity

      What We Can Do For You

      • Bookkeeping
      • CFO
      • Accounts Receivable
      • Accounts Payable
      • Payroll
      • Clean Up
      • Family Office Services

      Our accounting experts utilize Xero and QuickBooks Online to keep your books up-to-date every week. Additionally, we reconcile your accounts and provide you with a dynamic financial package every month. 

      To help you interpret the numbers and take action, our accounting experts will meet with you on a set cadence to dive into the financial state of your business. 

      Our monthly financials go well beyond the standard Income Statement and Balance Sheet, see your future financial statements here.

      We go beyond the standard static yearly budget. Strata Cloud experts can dynamically forecast, budget, analyze difficult business decisions, and/or help you manage your cash flow.

      Gain insight into your all-important cash inflows/outflows weekly, monthly, and beyond.  We’re here to support your business growth, and sometimes you just need to put some numbers behind your ideas.

      We can send out your invoices through your accounting file, and we can help chase down your open receivables with our partnership with local Austin firm, Collbox.

      In coordination with your Strata expert, our partners at Collbox make individualized phone calls to your customers to help speed the collection process along. Who doesn’t love getting paid faster?

      No more spending time printing out checks, manually initiating wires or matching vendor payments in the accounting file.

      Send us your bills and allow us to manage the payables process. We will get approval from you and your team when it is time for that payment to be sent off to your vendor.

      You won’t have to worry about missing payroll deadlines or delinquent payroll tax filings anymore. We got you!

      No judgements here, but nothing makes us happier than a clean set of financials.

      Let us get your books up to date so you can stop worrying and re-focus on growing your business.

      We have partnered with Heritage Family Offices to offer our clients proactive services and advocacy on tax, legal, wealth management, insurance, and business matters.

      Every situation is different; so every one of our solutions is unique. As CPAs, we have the expertise, independence and integrity to provide comprehensive, unbiased planning that our clients are seeking.

      Call Now:

      Reach Accounting Freedom.

      We custom tailor our service packages to your needs. No hidden hourly costs racking up here! You will have up-front peace of mind knowing the full scope, cost, and value we deliver. Review our valued services and chat with an expert so we can help you start making better financial decisions today.