Frequently Asked Questions

1. How does StratiFi charge for its services?

We charge a monthly fixed fee / retainer that is paid in advance. We believe a monthly fixed fee / retainer is mutually beneficial to our client and us.

2. How does StratiFi determine the fee for a particular client?

We determine the appropriate fee through a preliminary assessment process, which includes meeting with the potential client to gain an understanding of his or her goals and objectives, completing a Preliminary Assessment Questionnaire, and forming an initial analysis of the historical financial information. Our fixed monthly fee / retainer is typically slightly higher the first few months of an engagement as we become familiar with the operations of the business.

3. Does engaging StratiFi require a long-term commitment?

No. While our typical engagement terms involve a 12-month agreement, either party may choose to discontinue the relationship with a 30-day written notice. The 12-month agreement allows a client to get the most value from our relationship and services. Many of the most beneficial initiatives require a longer relationship.

4. How often does StratiFi meet with a client?

The needs of each client are different. However, the number of meetings per month is typically between one and four times. StratiFi will make recommendations on the number of meeting times based on the effort and time required to implement strategies designed to help achieve our client’s objectives.

5. Is StratiFi an interim CFO solution until we find a full-time CFO?

Typically, no. There are firms that specifically provide interim CFO solutions but StratiFi is not in that category. Our desire is to have a longer-term relationship with our client, through which we become his or her “Trusted Business Advisor.” However, as our client grows, so may his or her need to hire a full-time CFO. As that scenario approaches, StratiFi will work with the owner and/or management team to help evaluate this need and assist in filling this position.

6. Does StratiFi provide financial reports and interpret the financial statements for the client?

StratiFi provides monthly financial reporting packages and meets with the owner and/or management team to discuss these results. These reports are intended for internal purposes only. After reviewing these reports, we will make any recommendations on how to improve the operational and financial performance of the business.

7. Does StratiFi perform bookkeeping services?

Yes. We can work in conjunction with your existing financial staff or we can be your financial staff.  Our bookkeeping services will ensure the processes provide the most critical and relevant information possible for our client to manage his or her business. 

8. Is StratiFi an accounting firm?

No. While most of our professionals have a CPA license, StratiFi is not a licensed CPA firm nor do we provide any services that are restricted to licensed CPA firms. In addition to tax return preparation, accounting firms provide services such as audits, compilations and reviews that can only be performed by a licensed CPA or CPA firm registered with the state. We will however work alongside your CPA to make sure he or she gets the best advice available in whatever matters arise.

9. Does StratiFi work at the client site or somewhere else?

Both. In order to gain a better understanding of the operations of our client, it is important that we spend a certain amount of time “on-site,” meeting with the management and staff. The StratiFi team performs the rest of the work at its own office. As a result, we do not require any space at our client’s office.

10. Does StratiFi perform billing and collections services for physician offices?

No. StratiFi will work with the current in-house or outside service provider to make possible improvements. Our preference is to be a helpful but independent part of the process.



11. Does StratiFi work with clients outside the Dallas/Fort Worth Metroplex?



We are primarily focused on the Dallas/Fort Worth metroplex. It is important that we work with the management and staff “on-site” to help evaluate needs, recommend improvements and achieve objectives. If the relationship can be mutually beneficial to our client and StratiFi, we will expand our geographic influence.

12. On what size of business or practice does StratiFi focus its services?

While there is not a specific restriction on the size of a company with which we can work, we have found that a company that has annual revenues of $1 million or more typically has the working capital flexibility to invest in our services.