Volume needs limits
More bank activity and financial accounts mean more records to check. More employees or payroll states add processing requirements. Our plan calculator asks about these details because they affect the work involved.
Limits make the service and responsibilities clear at the start. If your requirements change, we explain the issue and any proposed scope or plan change in writing.
Detail creates work even when volume stays the same
A business may have the same number of transactions but need more detail about its profits. Breaking reports down by department, product, or property requires consistent categories and accurate supporting information.
Partnered provides reporting within its listed limits. Forecasts, budgets, dashboards, and financial reviews are separate services where available. They are not automatically included because your business is growing.
Software still needs someone responsible for the process
Connected software reduces repetitive entry. It still needs working bank connections, complete receipts and records, and decisions about missing or unusual activity. We review the monthly books; you provide the information and approvals for your selected services. We pass the savings from this technology on to you.
When you want someone else to prepare invoices and manage the vendor-bill workflow, Stratified provides that administration. You continue to authorize payments and make business decisions. The calculator shows the complete scope so you can see exactly where our responsibilities begin and end.