Turn Your Financial Numbers Into Better Business Decisions
Your bookkeeping tells you what happened. Strata-G® helps you understand why it happened, what it means, and what to do next. Through scheduled financial strategy meetings with TaxCap, we review profitability, cash flow, key performance indicators, and upcoming business decisions—then turn the numbers into practical next steps.
Questions Your Numbers Should Answer
Financial visibility for better decisions
Financial Statements Should Help You Make Decisions
A Profit & Loss statement can tell you the numbers. The harder part is knowing what those numbers are telling you about the business.
“Why is revenue growing but profit isn't?”
“Which expenses are becoming a problem?”
“How much cash should we keep available?”
“Can we afford to hire, expand, or buy equipment?”
“Are our margins moving in the right direction?”
“What happens if we increase prices?”
“How much should we be setting aside for taxes?”
“What should we do differently next month?”
Strata-G® meetings are designed around these questions. TaxCap helps interpret your financial data, evaluate possible decisions, and identify the numbers that deserve your attention.
Four Financial Pillars Behind Better Decisions
Strata-G® focuses on the financial areas that most directly influence the health and direction of your business.
Profitability
Understand where profit is being created—and where margins may be slipping.
- Revenue trends
- Gross profit
- Operating expenses
- Net profit
- Margin changes
Cash Flow
Profit on paper doesn't always mean cash in the bank. Review incoming cash, upcoming obligations, and potential pressure before it becomes a problem.
Key Performance Indicators
Track the numbers that matter to your business model rather than relying only on generic accounting reports.
Forecasting & What-If Planning
Model the financial impact of important decisions before committing to them.
- Hiring another employee
- Increasing prices
- Purchasing equipment
- Expanding locations
- Changing operating costs
We Don't Review Every Business the Same Way
Financial performance means different things in different industries. Strata-G® focuses the conversation on the numbers that matter most to your business model.
Restaurant Financial Performance
Strata-G® helps restaurant owners understand how food costs, labor, pricing, sales volume, and operating expenses are affecting profitability and cash flow.
See how changes in food costs, labor, pricing, or sales volume could affect profitability before making the decision.
Auto Repair & Collision Shop Performance
Strata-G® helps shop owners connect labor, parts, overhead, revenue, and cash flow to the actual financial performance of the business.
Use your financial data to evaluate staffing, labor rates, equipment purchases, margins, and growth decisions with greater clarity.
Not Another Meeting to Look at Last Month's Numbers
Every Strata-G® meeting follows a practical decision-making process designed to move from financial information to action.
Review
Look at what changed since the previous period.
Understand
Identify what's driving revenue, expenses, margins, and cash flow.
Model
Test potential decisions using forecasts and what-if scenarios.
Decide
Identify the actions that deserve attention now.
Follow Up
Track whether the decisions actually improved performance.
Every meeting builds on the previous one, helping create a clearer financial history and a more disciplined way to manage the business.
Bookkeeping Tells You What Happened. Strata-G® Helps You Decide What Happens Next.
Clearer Financial Decisions
Understand the financial impact of important decisions instead of relying on instinct alone.
Regular Accountability
Review the business consistently rather than waiting until tax season to discover problems.
Practical Recommendations
Leave each meeting knowing which numbers deserve attention and which actions should be considered.
Ongoing Financial Visibility
Track trends over time instead of judging the health of the business only by today's bank balance.
Strata-G® Is Built for Owners Who Want More Than Bookkeeping
Strata-G® may be a good fit if:
- Your books are current, but you aren't sure what the numbers mean.
- Revenue is growing but profit isn't keeping up.
- Cash flow feels unpredictable.
- You're considering hiring, expansion, pricing changes, financing, or a major purchase.
- You want regular financial guidance without hiring a full-time finance executive.
- You want someone to help challenge assumptions and evaluate decisions financially.
If you only want financial statements delivered each month, bookkeeping may be enough. If you want to use those statements to make better decisions, Strata-G® is the next layer.
Choose the Level of Financial Guidance Your Business Needs
Meet quarterly for structured financial checkpoints or monthly when your business needs closer monitoring and more frequent decision support.
Quarterly Strata-G®
Best for established businesses that want structured financial reviews throughout the year.
- Quarterly financial strategy meeting
- Profit & Loss review
- Cash-flow review
- KPI review
- Financial questions and recommendations
- What-if planning when applicable
Monthly Strata-G®
Best for businesses making frequent operational decisions or navigating growth, margin pressure, or financial change.
- Monthly financial strategy meeting
- Profit & cash-flow analysis
- KPI and trend monitoring
- Forecasting and scenario planning
- More frequent strategic follow-up
- Ongoing financial decision support
Need more frequent support? Weekly meetings may be available by request.
Pricing above is displayed using the existing weekly-equivalent rates. Confirm the actual billing frequency and invoiced amount with TaxCap before enrollment.
Stop Looking at Reports. Start Using Them.
Your financial statements contain information that can help you manage costs, improve margins, plan cash flow, evaluate growth, and make better decisions. Strata-G® gives you regular access to TaxCap's financial guidance so those decisions aren't made from numbers alone.