Reliable accounting, stronger financial systems, and thoughtful guidance for growing service businesses.
Serving businesses remotely from San Diego, CA.
Get your books back on track, establish dependable monthly accounting, or bring more oversight and insight to your finances. We shape the scope around what your business needs.
Behind on your books or unsure what to trust? We assess your records, bring missing periods up to date, and resolve historical accounting issues. Each project is scoped to establish a reliable foundation for moving forward.
Keep your books organized, reconciled, and current with ongoing transaction recording, monthly close, and financial reporting. We maintain the accounting details, flag items that need attention, and provide consistent support so you know where things stand.
Strengthen your accounting function and make better use of your financial information. From controller oversight and process improvements to performance analysis and cash flow guidance, we build a scope that supports the decisions ahead.
Good accounting starts with accurate records, but it doesn’t end there. We take the time to understand how your business operates, what’s important to you, and where you’re headed.
That context helps us build better processes, provide more useful information, and recognize when something needs your attention.
We work primarily with established, owner-led service businesses. Our clients value reliable information, good systems, and a professional relationship that develops with their business.
You may be establishing better accounting processes, changing providers, or finding that your financial systems haven’t kept pace with your growth.
We work with individual investors and syndicated investment funds on their accounting needs. We’ll discuss your structure and the scope of support that fits.
I started Stratifyd to bring the accounting practices I learned in corporate accounting departments to growing businesses.
Good processes, reliable information, and sound judgment make a difference at every stage. I believe smaller businesses deserve that same level of care, with a working relationship that feels personal and direct.
My goal is to help you build an accounting function you can depend on—and understand what your numbers are telling you.
We’ll discuss your current accounting, what’s working, and where you need support.
Together, we’ll define the work, responsibilities, and priorities for your engagement.
We’ll address the foundation and establish consistent accounting processes and communication.
Tell us a little about your business and what you’re looking for. We’ll explore whether Stratifyd is the right fit.