Stratego is not your average CFO firm — we’re the strategic finance partner for $1M - $50M fitness studios, wellness chains, and longevity brands.

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If you're asking “Where did the cash go?” — this is where we step in.

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Backed by 15+ years of executive leadership and powered by Valisights' AI, Stratego helps high-growth operators take control of their cash flow, financial visibility, and scale strategy.

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We help you turn chaos into clarity and build a finance machine designed to grow with you.

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• Cash Flow Forecasting + Management
  For multi-location businesses losing track of where the money’s going
   

• Budgeting, Financial Reporting & KPI Dashboards
  Custom metrics, weekly reporting, and performance scorecards that actually drive decisions
   

• Investor & Bank Relations
  Raise capital with confidence, backed by clear, AI-generated financial insights
   

• Board & Private Equity Financial Strategy
  Help with board decks, capital strategy, EBITDA prep, and investor-ready models
   

• AI-Driven Finance Transformation
  Build custom GPTs, AI dashboards, and automated workflows to free up your time