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Strategic, streamlined accounting, finance, and tax solutions so you can free up your time to focus on running and growing your business.

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About Stratera

Stratera is a modern, technology-driven accounting and CFO services firm. We combine the latest tools and best practices with expert human oversight to deliver accurate books, clear reporting, and compliant tax services. Our team handles the complex details of your finances so you can focus on what you do best: running and growing your business.

Founded by licensed accounting professionals with decades of combined experience, we're more than bookkeepers. We are your strategic financial partners, dedicated to saving you time and providing the insights you need to make informed decisions.

Our Services

Comprehensive accounting, tax, and financial reporting solutions tailored to your needs

Bookkeeping

Accurate, audit-ready books maintained monthly. We handle the details so your records are always clean.

  • Reconciliations
  • Transaction categorization
  • Monthly close process
  • Real-time financial visibility
Learn more →

Financial Reporting

Strategic financial statements and KPI insights. Understand your business like never before.

  • Branded financial statements
  • Custom KPI databook
  • Trend analysis & commentary
  • Executive-ready dashboards
Learn more →

Tax Preparation

Compliant, stress-free tax filing. We maximize deductions and minimize your tax burden.

  • Individual & family returns
  • Business tax preparation
  • Multi-state filing support
  • Tax planning & strategy
Learn more →

Who We Serve

We partner with individuals, nonprofits, and businesses of every size across every vertical. Our team includes experts who specialize in the unique accounting and tax needs of each sector we serve, from startups and e-commerce to healthcare, real estate, professional services, and beyond.

What Makes Us Different

⚡

Tech-Enabled Efficiency

We leverage technology to simplify accounting, streamline processes, and eliminate errors, but we never sacrifice the human touch.

🤝

Flexible Partnership

Whether you need a fully outsourced solution or support for your internal team, we adapt to fit your needs and budget.

✓

Quality & Clarity

We deliver timely, accurate financials you can trust. Strategic insights included. Clear communication guaranteed.

How We Work

A simple, proven process to get you up and running

1

Data Collection

You provide us with access to your financial data and systems. We make the setup process quick and seamless.

2

Execute

Our expert team handles your accounting with precision and care. You get consistent, proactive service every month.

3

Deliver

We provide accurate financials, strategic insights, and recommendations to help your business grow.

Let's make your finances a strategic advantage.

Bookkeeping Services

Clean books, clear insights. Focus on running your business while we handle the numbers.

← Back to Home

Tired of scrambling to close your books every month? We handle your bookkeeping from A to Z so you always know exactly where you stand financially. No more QuickBooks nightmares or missed reconciliations.

Here's What You Get

✓ Monthly bank and credit card reconciliations
✓ Transaction categorization and cleanup
✓ Accruals and deferrals when needed
✓ Complete financial statements (P&L, Balance Sheet, Cash Flow)
✓ Vendor and customer data cleanup
✓ Error resolution and proactive support
✓ Email support and monthly status updates
✓ Real-time access to your financial data

Perfect For

Individuals & Sole Proprietors Small Businesses E-commerce Professional Services Healthcare Real Estate Nonprofits

What to Expect

Your monthly close delivered by day 10-15 of the following month. Custom pricing based on transaction volume and complexity. Most clients start around $500-$1,500/month.

Ready for Clean Books?

Let's chat about your bookkeeping needs and get you set up.

Frequently Asked Questions

We work with QuickBooks Online, Xero, Wave, and other cloud-based platforms. Already using something else? We can help you migrate or set up a new system that fits your needs.
Bookkeeping includes light vendor and customer cleanup. For full accounts payable/receivable management, we offer advisory services as an add-on.
We connect securely via API to your bank and accounting software. We never ask for passwords and use enterprise-grade encryption to protect your data.
No judgment here. We've seen it all. We'll do a cleanup to get everything organized, then maintain your books going forward. Most cleanups take 2-4 weeks depending on how far back we need to go.
Absolutely. You'll have full access to your accounting software 24/7. We just handle all the heavy lifting for you.
We don't process payroll directly, but we integrate with your payroll provider (Gusto, ADP, etc.) and record all payroll transactions in your books.

Clients Also Use

Financial Reporting

Add custom KPI dashboards and deeper insights to your monthly close.

Tax Preparation

Clean books make tax season a breeze. Let us handle both.

Financial Reporting

Branded monthly financial data book and KPI dashboard aligned to your industry.

← Back to Home

What's Included

  • Custom KPI pack (e.g., gross margin, CAC/LTV where applicable)
  • Trend analysis and variance highlights
  • Branded monthly reporting PDF and Excel workbook
  • Optional commentary section

Who It's For

SMBs, startups, e-commerce, SaaS/professional services, healthcare, real estate, and nonprofits.

How It Works

1

Onboard

We identify your key metrics and set up custom dashboards.

2

Automate

Data flows automatically from your accounting system each month.

3

Optimize

We analyze trends, highlight variances, and provide strategic commentary.

Deliverables & Timing

Monthly KPI pack delivered with your close (by day 10–15).

Frequently Asked Questions

Can you tailor metrics?

Yes. We work with you to define KPIs that matter most to your business, whether that's revenue per headcount, customer acquisition cost, or industry-specific benchmarks.

Do you integrate with QBO?

Absolutely. We pull live data from QuickBooks Online, Xero, and other platforms to build real-time dashboards.

Can we add department reporting?

Yes. If your chart of accounts supports it, we can segment reporting by department, location, or project.

Tax Preparation

Individual and business tax preparation with accurate filing and clear communication.

← Back to Home

What's Included

  • Individual returns (Form 1040) and state returns
  • Business returns (1120/1120S/1065) and state filings
  • Year-end support and document checklist
  • E-file and confirmation

Who It's For

Individuals, SMBs, startups, e-commerce, real estate, professional services, and nonprofits.

How It Works

1

Onboard

We gather year-end financials and organize your documents.

2

Document Collection

We request any missing items via secure portal and prepare your return.

3

Prepare & E-File

We file on your behalf and provide copies for your records.

Deliverables & Timing

Turnaround varies by complexity; confirmed after document review. Filing deadline is typically April 15 (with extension to October 15 if needed).

Frequently Asked Questions

What's the document checklist?

We provide a comprehensive checklist specific to your situation (W-2s, 1099s, receipts, mortgage statements, etc.). You'll receive this after your first consultation.

Do you handle multi-state?

Yes. We file in all states where you have income or business presence, including local taxes where applicable.

Do you offer tax planning?

Yes. We discuss year-round strategies to minimize your tax liability, from retirement contributions to entity structure optimization.

About Stratera

Your strategic financial partner for growth and success

Who We Are

Stratera is a modern, technology-driven accounting and CFO services firm dedicated to helping individuals, nonprofits, and businesses achieve financial clarity and strategic growth. We combine cutting-edge technology with expert human oversight to deliver accurate books, clear reporting, and compliant tax services.

We understand that managing your finances can be overwhelming. That's why we handle the complex details so you can focus on what you do best—running and growing your business, serving your community, or achieving your personal financial goals.

Why Choose Stratera

🎓

Licensed Professionals

Founded by CPAs with decades of combined experience across multiple industries and business types.

⚡

Tech-Enabled Efficiency

We leverage the latest accounting technology to streamline processes and eliminate errors—without sacrificing the human touch.

💼

Industry Specialists

Deep expertise in healthcare, real estate, e-commerce, professional services, technology, and nonprofits.

🤝

Personal Touch

Unlike large accounting firms, we take a personalized approach. You're a valued partner, not just a number.

🔒

Secure & Compliant

Enterprise-grade encryption and security protocols protect your sensitive financial information.

📊

Transparent Reporting

Clear, timely financials you can understand and act on. No surprises, no jargon—just insights.

What Our Clients Say

Trusted by businesses and individuals across industries

We were drowning in spreadsheets trying to track sales across Amazon, Shopify, and our website. Stratera set up our books properly, reconciled everything going back six months, and now we actually know our real margins. The monthly reporting is clear and the team responds fast when we have questions.

Owner, E-commerce Business

After years of doing my own books and dreading tax season, I finally hired Stratera. Best decision I made for my practice. They handle everything and I can focus on my patients.

Practice Owner, Healthcare

We went from basic P&Ls to having real-time dashboards with the metrics that actually matter to our investors. The Stratera team understood our business model immediately and built exactly what we needed. Their CFO advisory has been invaluable as we scale.

CFO, Tech Startup

Grant compliance used to give me nightmares. Now it's handled and our financials are always audit-ready.

Executive Director, Nonprofit

Managing books for 12 rental properties was a mess. Stratera organized everything by property, set up proper expense tracking, and now tax season is actually manageable. They even helped us identify some deductions we'd been missing.

Owner, Real Estate Investment Company

Professional, responsive, and they actually explain things in plain English. Exactly what our firm needed.

Founder, Professional Services Firm

Who We Serve

We partner with a diverse range of clients, providing specialized expertise for each industry we serve.

👤

Individuals & Families

Personal tax preparation and financial planning

🏢

Small & Medium Businesses

Full-service bookkeeping, reporting, and tax services

🚀

Startups

Accounting setup, financial modeling, and growth support

🛒

E-commerce

Multi-channel accounting and inventory management

💼

Professional Services

Project-based accounting and profitability analysis

🏥

Healthcare

Practice management and compliance support

🏠

Real Estate

Property accounting and investment analysis

❤️

Nonprofits

Fund accounting and grant compliance

Our Approach

We believe in standardized systems, smart automation, and transparent communication. Every engagement starts with a clear onboarding process where we take time to understand your specific needs, challenges, and goals.

From there, we implement hands-on automation and continuous optimization to ensure your financial operations run smoothly month after month. We don't just report numbers—we help you understand them and act on them. Our team provides strategic commentary, identifies trends, highlights opportunities, and proactively addresses potential issues before they become problems.

Data Security & Compliance

Your data security is our top priority. We employ enterprise-grade encryption, least-privilege access controls, and secure file exchange protocols to protect your sensitive financial information. We use Microsoft 365 and SharePoint for compliance and collaboration, and we never store sensitive credentials. All client data is protected by industry-leading security standards.

Get in Touch

Have questions? We're here to help. Reach out to our team and let's discuss how we can support your financial goals.

Contact Information

Email

For general inquiries:

info@strateraaccounting.com

For support:

support@strateraaccounting.com

Response Time

We typically respond to all inquiries within 24 hours during business days (Monday-Friday).

Services

We provide comprehensive accounting, bookkeeping, financial reporting, and tax preparation services for individuals, nonprofits, and businesses of all sizes.

Office Hours

Monday - Friday: 9:00 AM - 5:00 PM CST
Saturday - Sunday: Closed

Send us a Message

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