STRATA inside Accounting and Bookkeeping
STRATA inside accounting and bookkeeping firms. The five things costing you that cost partners recoverable client revenue every month.
Tools we work with: QuickBooks Online, Xero, NetSuite, Sage Intacct, Karbon
About STRATA
STRATA installs AI inside the business you already built. We work inside your existing tools (CRM, AMS, PMS, scheduling). The customers you paid for, working for you again. The hours your team lost, given back. The Revenue Audit is $5,000 to $25,000, sized to the recoverable number we find in your data.
What's costing you right now
The specific things leaking revenue in your operation.
- 01
Manual data entry from client documents
Bank statements, vendor bills, expense receipts, and W-9s arrive in PDF, image, and email-attachment form. The bookkeeper transcribes the data into QuickBooks Online, Xero, or NetSuite at minutes per document. Document Processing closes the keystroke loop without changing the ledger of record.
- 02
Unworked client follow-up on missing documents
Tax season generates twenty back-and-forth emails per return for missing 1099s, K-1s, and supporting documents. The follow-up was on the plan. The cycle slips. Follow-Up Automation installs the sequenced asks without staff time.
- 03
Lapsed renewal sequences on monthly bookkeeping and advisory engagements
The client signed a year ago, the work letter expired, and nobody renewed. The relationship continues at the original price; we has not raised rates or upsold advisory in 18 months. Revenue Recovery against the client book quantifies the leak.
- 04
Slow speed-to-lead on inbound advisory inquiries
The contact-form fill at 9:42 a.m. and the first partner reply at 3:18 p.m. lost the work to the second-respondent firm. Speed-to-Lead routing closes the gap without adding a junior staff role.
- 05
Internal reporting across ledger, billing, and engagement systems
Realization rate by client, write-down rate by partner, billable hours utilization by team. The managing partner stitches the view from three systems. Internal Reporting consolidates.
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue from your accounting and bookkeeping operation. The audit runs $5,000 to $25,000 depending on the depth of your business; our fee is sized to the number we find.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A diagnosis named in plain English, specific to your business.
- 03A reference conversation with another owner who has been through this.
- 04A fee sized to the number we found, or an honest answer about why this is not for you.
What we install
Six systems. Installed in sequence inside the tools you already use.
Layer 1
Revenue Recovery
Turn customers you already paid for into active revenue.
The database you already built, working for you again. No new ad spend, no new acquisition cost.
Layer 1
Speed-to-Lead
Your first call arrives before your competitor's. Every time.
The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.
Layer 2
Document Processing
Your team stops working through lunch.
Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.
Layer 3
Follow-Up Automation
Every lead followed up. Without you chasing your team.
The sequences you planned, but never executed at scale, run automatically against every contact.
Layer 4
Internal Reporting
Monday morning shouldn't cost you Sunday night.
Your Monday report compiled overnight. No more stitching numbers from five different tools every week.
Pre-entry
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.
Questions before you book
What owners in your industry ask first.
QuickBooks Online, Xero, NetSuite, Sage Intacct, and Karbon are supported right now. If your platform is not on this list, ask on the audit call.
Layer 1 is operationally meaningful at $750K+ in annual revenue with at least three client-facing staff. Smaller solo firms get more value from individual workflow automation than from a full STRATA engagement.
No. The integration sits between the document intake and your ledger or practice-management system. Staff continues where they do today.
Engagement under DPA; PII-redacted audit exports if you prefer; production processing follows your existing platform security posture. The /security page covers the full posture.
A practice-management export, a recent month of inbound inquiry data, and a sample document-intake workflow. Fifteen minutes is enough.
How we work
Three promises that govern every engagement.
The Performance Guarantee
If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.
An Honest Answer
If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.
Month-to-month
The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.
STRATA inside Accounting and Bookkeeping
Your recoverable revenue is a specific number.
We calculate it from your accounting and bookkeeping data in fifteen minutes.
Performance Guarantee. Honest answer on the call. Month-to-month.