Once you become a StrataFin client, the StrataFin CFO Consultant becomes an integral part of your management team. Depending on your needs and the scope of the engagement, the following are some areas that we can enhance your organization.


  • Management of junior finance and accounting team
  • Identifying key junior finance and accounting talent
  • Company Financial Policies and Procedures
  • Employee Handbooks
  • Employee programs such as 401K Plans, Cafeteria Plans
  • Commercial, Liability and Director & Officer Insurance plans
  • Real Estate / Facilities
  • Establishing Banking Relationships
  • Establishing Outsourcing relationships; negotiating contracts
  • Developing Offshoring plans and transitioning activities offshore

Business Planning:

  • Strategic Business Planning and Pro-Forma Financial Projections
  • Budgeting and Forecasting
  • Competitive Benchmarking
  • Cash Flow Projections and Management
  • Executive financial training

Fund Raising:

  • Evaluation of various financing options
  • Assistance in Fund Raising - both Equity and Debt


  • Revenue Recognition
  • Management and planning of Capitalization Tables
  • Inventory Management
  • Establishing Business Processes
  • Creating Key Performance Indicators
  • Restructuring and cost reduction programs
  • Contract Negotiation / Management

Financial Reporting and Business Metrics:

  • Participation in and presentation at board of director meetings
  • Defining Business Metrics
  • Management Reporting


  • Financial Modeling
  • Contribution Margin Analysis, Variance Analysis


  • Financial Audit preparation and interface
  • Tax Preparation and interface


  • Due Diligence
  • Deal Closure
  • Integration