Capital-ready finance,
owned end-to-end.
Numbers you can trust, ready the moment someone who matters asks. StrategyPlus Finance is the fractional CFO partner for funded, scaling, and transaction-bound companies.
One finance partner, accountable from the ledger to the boardroom.
Most growing companies stitch together a bookkeeper who never sees strategy and an advisor who never touches the ledger. We do the opposite.
StrategyPlus Finance owns the entire finance function end to end: a clean and timely close, a chart of accounts built with intent, controls and SOPs that make the close repeatable, and reporting and planning that leadership actually makes decisions on.
The result is financial clarity you can trust and act on, and a company that is ready the moment a board, a lender, or an investor asks to see the numbers. We built the practice on cloud-based, AI-assisted operations, so the tactical work gets done faster and the time goes where it matters: direction, capital, and strategy.
Three layers of finance, one accountable partner.
Accounting and Operations
Clean, current, audit-ready books on a cloud-based, AI-assisted close. The foundation everything else stands on.
Controller and FP&A
Reporting, budgets, and forecasting that turn clean books into decision-grade insight.
Fractional CFO
Capital structure, board and investor readiness, and the financial strategy for a raise, a loan, or a sale.
The wider StrategyPlus network extends beyond finance: Partnerships, Talent Programs, Executive Coaching, and the Strategics advisor ecosystem. Explore About Us.
From broken books to a capital-ready business.
A multi-generation, family-owned services company came to us with financials no one could act on. Reconciliations were months behind and did not tie to the bank, there was no close process, and the numbers could not support a tax return, a bank application, or a serious conversation with a private-capital fund.
We took ownership end to end: a migration into QuickBooks Online, reconciliations caught up, a chart of accounts rebuilt with intent, aged receivables cleared, and SOPs that drive a repeatable close. Then we took them where the numbers could finally go, preparing the due diligence for their bank applications, bringing lending and tax partners to the table, and giving the owner financials to run the business on.
What began as bookkeeping became a full CFO partnership. The engagement doubled in value, not from an upsell, but because trust compounded from delivery.
Founding Team finance for a family office-backed tech company.
As Head of Finance and a founding team member, the Founder of StrategyPlus Finance built the “financial engine” from zero, and built it to answer to sophisticated capital from day one.
Product to Revenue
Financially operationalized a proprietary platform to take customer payments at scale through an embedded payment-facilitator model.
Owned the Story
Carried the financial model to the board and investors and owned the cap table outright, with legal in lockstep on equity and governance.
Zero to Board-Ready
Stood up reporting and FP&A, modeled go-to-market and hiring with the CEO, and kept the company compliant across multi-state sales tax, all from scratch.