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Get Ahead with Streamlined Accounting and Tax Services

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 CFO services 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 →

CFO Services

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.

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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 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

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

What to Expect

You can expect clean, accurately reconciled books and a complete monthly close delivered within 10–15 days, with consistent communication and reliable financial reports.

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.
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.
Yes! We can manage payroll processing, filings, and system integrations to make sure your team gets paid accurately and on time.

Clients Also Use

CFO Services

Strategic financial modeling, forecasting, and board-ready materials to support growth decisions.

Tax Preparation

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

CFO Services

Tailored finance leadership for planning, modeling, budgeting, and clear decisions. Built around your business.

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Need strategic financial guidance without hiring a full-time CFO? We provide tailored finance leadership to help you plan, budget, and make confident decisions. From financial models to board materials, we deliver the insights you need to grow.

What You Get

✓ Financial models
✓ Budgets and forecasts
✓ Board-ready materials
✓ Presentation decks
✓ Strategic commentary

Here's What We Cover

📈

Planning and financial modeling

  • Create a 3-statement financial model and annual budget
  • Forecast revenue, expenses, and cash flow
  • Scenario planning for base, bull, and bear cases
💵

Cash flow and runway

  • Cash flow analysis and planning
  • Burn tracking where applicable
  • Actions to improve runway or profitability
🎯

KPIs and performance

  • Identify the metrics that matter
  • Targets and variance commentary
  • Unit economics, pricing, margin improvement
📑

Investor, board, and vendor support

  • Investor updates and board-ready financials
  • Review vendor contracts and negotiation advice
  • Fundraising strategy and supporting materials

Perfect For

Startups Growth Companies SMEs Nonprofits FP&A Teams Investment Groups PE/VC-Backed

What to Expect

Deliverables may include Excel models, PowerPoint decks, and written commentary. Scope and format are tailored to your specific needs and delivered on your timeline.

Ready for Strategic Finance Support?

Let's discuss your goals and design a CFO engagement that fits.

How It Works

1

Intake and goals

Share objectives and context in the intake. We align on priorities and success criteria.

2

Build what matters

We dig into your numbers and deliver the model, budget, and analysis that unlock decisions.

3

Ongoing support

Updates, refinements, and guidance as your business evolves.

Frequently Asked Questions

Bookkeeping keeps your financial records accurate and up-to-date. CFO services use those records to drive strategic decisions—building models, forecasting cash flow, analyzing performance, and creating materials for boards and investors. Think of bookkeeping as the foundation and CFO services as the strategic layer on top.
Yes. We provide bookkeeping and tax services, or we will work alongside your existing functions to keep everything in sync. Many clients bundle all three for seamless financial management.
You get senior-level strategic finance expertise without the six-figure salary, benefits, and overhead. We tailor our scope to what you actually need—whether that's 5 hours a month or ongoing strategic support. You get flexibility, expertise, and no long-term commitment.
We build financial models in Excel and Google Sheets, create presentations in PowerPoint or Google Slides, and pull data from your accounting system (QuickBooks, Xero, etc.). We work with whatever tools fit your workflow and can connect to most financial platforms via API or integrations.
Yes. We can present financials, walk through models, answer questions, and participate in strategic discussions. Many clients bring us in for quarterly board meetings or fundraising conversations.
After our initial consultation, we typically start within 1-2 weeks. The timeline depends on the complexity of your needs and data availability. Simple projects like a one-time budget can be delivered in 2-3 weeks, while comprehensive financial models may take 4-6 weeks.
That works perfectly. We do both one-time projects (like building a fundraising model or creating an annual budget) and ongoing engagements (like monthly board materials or quarterly forecasts). We scope each engagement to your exact needs.
Yes, we work with international clients. We're experienced with multi-currency financials and can adapt our reporting to different accounting standards. However, our tax services are U.S.-focused.
We work across industries including SaaS, e-commerce, professional services, healthcare, real estate, nonprofits, and venture-backed startups. Our approach is adaptable—we learn your business model and build models that reflect your specific revenue drivers, cost structure, and growth dynamics.
Pricing depends on scope and complexity. We offer both project-based pricing (for one-time deliverables) and monthly retainers (for ongoing support). After our initial consultation, we'll provide a clear proposal with pricing and deliverables.

Clients Also Use

Bookkeeping Services

Clean books delivered monthly so your CFO services have accurate data to work with.

Tax Preparation

Strategic tax planning aligned with your financial models and business goals.

Tax Services

Accurate filings, proactive planning, and tax support for individuals, businesses, and nonprofits - tailored to your situation, not a template.

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Tax season doesn't have to be stressful. Whether you're filing business returns, managing multi-state compliance, or planning for next year, we handle the complexity so you can focus on what matters. From straightforward 1040s to R&D credits and nonprofit 990s, we've got you covered.

What We Do

Business Tax Preparation

  • Federal and state income tax returns
  • S-corp, C-corp, partnership, LLC filings
  • Quarterly estimated taxes, year-end support
  • Includes: 1099 filing, extensions, multi-state returns

Individual Tax Preparation

  • W-2, 1099, Schedule C, rental + investment income
  • Equity comp, stock sales, crypto tracking
  • K-1 income, multi-state, amended returns

Tax Planning & Strategy

  • Mid-year and year-end planning
  • Entity structure optimization
  • Income timing, retirement strategies
  • Estimated tax calculations

Nonprofit Tax Compliance

  • Form 990, 990-EZ, and 990-N
  • Donor + contribution reporting
  • Exempt status maintenance and renewals

Additional Tax Services

✓ R&D Tax Credits (Form 6765)
✓ Sales & Use Tax Compliance
✓ Payroll Tax Filings (941/940)
✓ 1099 Filing & Contractor Compliance
✓ State & Local Taxes (SALT)
✓ Amended & Prior-Year Returns
✓ IRS or State Notices & Resolution
✓ Nonprofit Compliance & Registrations

How It Works

1

Start Intake

You tell us about your business or personal situation and upload what you have.

2

We Prepare and Review

We handle the returns, planning, cleanup, or strategy work — whatever applies.

3

Deliver and File

Returns are finalized, filed, and delivered with documentation. Ongoing planning as needed.

Who This Is For

Business Owners Growing Companies Nonprofits Multi-State Filers High-Income Individuals Real Estate Investors

What to Expect

Tax returns are typically completed within 2-4 weeks after receiving all documents. You'll receive clear communication throughout the process, copies of all filings, and ongoing support for notices or amendments.

Ready to Get Your Tax Work Handled Properly?

No more stress, no more surprises. Let's get started.

Frequently Asked Questions

Yes. We prepare returns for individuals, LLCs, partnerships, S-corps, C-corps, and nonprofits.
Yes. We regularly handle multi-state filings, nexus issues, and state apportionment.
Yes. We assist with R&D credits, 1099s, sales tax, payroll tax, amended returns, and more.
Yes. We provide bookkeeping and tax services, or we can work with your existing systems and team.
We can catch up past returns, request extensions, respond to IRS and state agencies, and help reduce penalties.
Yes.

Clients Also Use

Bookkeeping Services

Clean books make tax preparation seamless and ensure accurate filings.

CFO Services

Strategic tax planning integrated with financial modeling and forecasting.

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 & Industry Specialists

Founded by CPAs with decades of combined experience across healthcare, real estate, e-commerce, professional services, technology, and nonprofits.

⚡

Tech-Enabled Efficiency

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

🤝

Personal Touch

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

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

🏢

Small & Medium Businesses

🚀

Startups

🛒

E-commerce

💼

Professional Services

🏥

Healthcare

🏠

Real Estate

❤️

Nonprofits

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.

Ready to Partner with Stratera?

Join businesses and individuals who trust us with their financial success. Let's start the conversation.

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, CFO services, and tax preparation services for individuals, nonprofits, and businesses of all sizes.

Send us a Message

Thank you! We've received your message and will get back to you within 24 hours.
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Client Type

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Contact Information

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Privacy Policy

How we collect, use, and protect your information

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Stratera US LLC ("Stratera," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, business name, mailing address, and other contact details you provide.
  • Financial Information: Bank account details, tax identification numbers, financial statements, and other documents necessary to provide our services.
  • Technical Information: IP address, browser type, device information, and website usage data collected through cookies and similar technologies.
  • Communication Data: Records of correspondence, inquiries, and feedback you provide to us.

How We Use Your Information

We use the information we collect to:

  • Provide bookkeeping, tax preparation, CFO services, and related financial services
  • Communicate with you about your account, services, and inquiries
  • Process payments and manage billing
  • Comply with legal and regulatory obligations
  • Improve our website, services, and customer experience
  • Send marketing communications (with your consent, where required)
  • Detect, prevent, and address fraud or security issues

How We Share Your Information

We do not sell or rent your personal information. We may share your information in the following circumstances:

  • Service Providers: We may share information with third-party vendors who assist us in providing services (e.g., cloud storage, payment processors, software tools).
  • Legal Compliance: We may disclose information when required by law, regulation, legal process, or governmental request.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
  • With Your Consent: We may share information when you have given us explicit permission to do so.

Data Security

We implement industry-standard security measures to protect your information, including:

  • Encryption of data in transit and at rest
  • Secure file transfer protocols and password-protected systems
  • Limited access controls and employee training on data privacy
  • Regular security audits and monitoring

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Financial records are typically retained in accordance with IRS and state record retention requirements (generally 7 years or longer).

Your Rights and Choices

Depending on your location, you may have the following rights:

  • Access: Request access to the personal information we hold about you.
  • Correction: Request that we update or correct inaccurate information.
  • Deletion: Request deletion of your personal information, subject to legal and contractual obligations.
  • Opt-Out: Unsubscribe from marketing communications at any time by clicking the "unsubscribe" link in our emails or contacting us directly.
  • Data Portability: Request a copy of your information in a portable format.

To exercise any of these rights, please contact us using the information provided below.

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our website. You can control cookies through your browser settings, but disabling cookies may affect website functionality.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any information.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Your continued use of our services after changes are posted constitutes acceptance of the revised policy.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

Stratera US LLC
Email: contact@strateraaccounting.com

This Privacy Policy is provided for informational purposes and does not constitute legal advice. Stratera reserves the right to modify this policy at any time in compliance with applicable laws.