Boutique by Design  ·  Built for Founders  ·  Backed by AI

Financial clarity,
layer by layer.

Stratum Financial Partners brings enterprise-grade bookkeeping, fractional CFO services, and FP&A to growing businesses, without the overhead of a traditional firm.

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10d
Guaranteed monthly close time
65%
Workflows automated by AI
$0
Surprise overages — fixed monthly pricing
Bookkeeping & Monthly Close ✦ Fractional CFO Services ✦ Financial Planning & Analysis ✦ Payroll Administration ✦ AP / AR Management ✦ Financial Systems Setup ✦ Sales Tax Compliance ✦ Financial Health Audits ✦ Bookkeeping & Monthly Close ✦ Fractional CFO Services ✦ Financial Planning & Analysis ✦ Payroll Administration ✦ AP / AR Management ✦ Financial Systems Setup ✦ Sales Tax Compliance ✦ Financial Health Audits ✦
Our Approach

Built different.
By design.

Stratum was built from the ground up to be something the traditional accounting world hasn't caught up to yet. AI-powered speed with partner-level judgment.

01
AI-powered, partner-reviewed
Every AI output is reviewed by a partner before it reaches you. Speed of automation without sacrificing accuracy.
02
Transparent, fixed pricing
Fixed monthly retainers. No surprise hourly overages. You always know exactly what you're paying.
03
10-day close, guaranteed
Our committed target is 10 business days from month-end. Most traditional firms take 3–4 weeks.

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Our focus
We stay in
our lane.
So we can be exceptional at what we do.
Bookkeeping, CFO services & FP&A — done exceptionally well
No tax returns, no audits, no scope creep
Fixed pricing — you always know exactly what you're paying
Books closed in 10 days, every month, without exception
Clean books, clear numbers, and a financial partner who speaks your language — not accounting jargon.
What We Do

Services built for
growing businesses.

Most clients start with bookkeeping and layer in CFO services or FP&A as they grow. Every service is designed to work together.

📊
Bookkeeping & Monthly Close
Full-service monthly bookkeeping, bank reconciliation, and financial statement preparation. Close in 10 business days, every month.
From $1,500 / mo
🎯
Fractional CFO
Cash flow forecasting, budget vs. actuals, KPI dashboards, and board-ready reporting. Your CFO without the full-time cost.
From $3,000 / mo
📈
FP&A & Modeling
Three-statement financial models, scenario planning, revenue forecasting, and investor-ready decks and data rooms.
From $5,000 / project

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How It Works

From first call to first close
in two weeks.

Timeline depends on company stage and cleanup needed.

01
Discovery Call
30 minutes to understand your business, pain points, and goals. No pressure, no obligation.
02
Financial Health Audit
We review your current books, systems, and processes with a written findings report.
03
Onboarding & Setup
System configuration, access setup, and your first close workflow. Operational within 5 business days.
04
Ongoing Delivery
Monthly close in 10 days. A dedicated partner as your direct contact.

See the full process →

Get Started

Ready to see what your
numbers really mean?

Book a free 30-minute discovery call. We'll review your current setup and tell you exactly what we'd recommend — and what it would cost. No pressure.

Book a free call → Email us directly