Strategic CPA
You've built something real. Now you need a strategic financial partner who thinks about your next move as hard as you do.
Serving entrepreneurs generating $5M-$50M · Clients nationwide · Year-round partnership
Serving Entrepreneurs
In Client Tax Savings
Businesses Scaled
Client Retention Rate
Year-Round Partnership
The Difference
A compliance CPA keeps you legal. A strategic CPA keeps you ahead. Here's what that difference looks like in practice.
| Feature | Regular CPA | Strategic CPA / Striv |
|---|---|---|
|
Primary Focus |
Tax compliance and filing |
Proactive tax strategy and wealth building |
|
When They Engage |
January through April |
Every month, year-round |
|
Approach to Taxes |
A reserved, conservative approach |
More strategic, proactive |
|
Business Growth |
Not their concern |
Core to everything we do |
|
CFO-Level Thinking |
Not included |
Built into every engagement |
|
Scale or Sell Strategy |
Outside their scope |
M&A prep, exit planning, entity structuring |
|
Who They’re Built For |
Any business, any size |
Entrepreneurs generating $5M+ |
Most businesses at your level are still using a compliance CPA. That's the gap we close.
See If We're the Right FitWho We Serve
We don't work with everyone, and we're upfront about that. Below that threshold, the ROI of a true strategic finance department doesn't fully materialize. We'd rather be honest about that now than take your money and underdeliver.
This Is For You If
This Probably Isn't For You If
Spend 30 minutes with us for an honest conversation about whether we're the right fit.
Book Your Free Strategy CallThe Problem
Most entrepreneurs at the $5M+ level are still operating with the same financial infrastructure they had at $500K. That gap is costing them more than they realize.
01
Your CPA Only Shows Up in April
Your CPA sees your numbers once a year. That means every hiring decision, acquisition, and expansion you funded throughout the year happened without any strategic financial input. By the time tax season arrives, they know just enough to file accurately but not nearly enough to have changed the outcome.
02
You're Leaving Six Figures on the Table
Reactive tax preparation is not a tax strategy. Without proactive planning throughout the year, most $5M+ businesses overpay by $100K to $300K annually. That's a partnership problem, which is where we come in.
03
You're Making $5M Decisions with $500K Infrastructure
Your revenue and team have grown, but your financial infrastructure, CFO-level thinking, strategic oversight, and forward planning haven't kept pace. That asymmetry is your biggest financial risk.
Sound familiar? You're not alone, and it's not your fault. Most CPAs aren't built for this level.
See How Striv Is DifferentWhat We Do
Most businesses at your level need a full finance department. We deliver exactly that: tax strategy, accounting, CFO advisory, and more, as one seamlessly integrated service.
Proactive planning that minimizes liability and funds your next move
Executive-level financial thinking without the executive-level salary
Clean, accurate books that give you a real picture of your business
Reliable, compliant payroll that runs without you thinking about it
Entity structuring, due diligence support, and exit readiness
Monthly reporting that tells you where you are and where you're headed
When we're embedded in your finances year-round as your full outsourced finance department, we see everything. That complete picture is what allows us to be proactive rather than reactive, and what turns tax strategy from an annual filing into a continuous competitive advantage.
Explore Our ServicesBeyond Tax Savings
Saving money on taxes is step one. The question that separates strategic CPAs from compliance CPAs is what happens next — how do you deploy those savings to accelerate growth, strengthen your position, or prepare for a life-changing exit.
We identify where your savings can be reinvested for maximum return, whether that's hiring, expansion, acquisition, or infrastructure. Your tax savings become your growth capital.
Entity restructuring, ownership optimization, and financial architecture that protects what you've built while positioning you for what's next.
When the time comes to exit, whether that's in two years or 10, the businesses that command premium valuations are the ones with clean books, optimized structure, and a documented financial story. We start building that from day one.
3-5x
ROI on strategic financial partnership
Based on aggregate client outcomes 2019-2024. Individual results vary.
The Process
We know you've talked to CPAs before. Here's exactly what working with Striv looks like.
What Phases One and Two Cover
Our assessment and proposal process is comprehensive by design. We examine financial performance and quality of earnings, revenue quality, management team independence, operational scalability, legal and tax compliance readiness, customer and market positioning, growth strategy, data room and due diligence preparation, risk reduction, and valuation and value gap planning. Most clients find things in this phase they did not know were there.
The intro call is free. There's no obligation, and you'll leave with clarity, regardless of whether we work together.
Typically responds within one business day
Brian Kofford comes from a line of entrepreneurs and is one himself. Over 30 years working with business owners taught him that most CPAs are reactive, show up once a year, and leave significant tax savings on the table. Striv was built specifically to solve that problem. We operate as your outsourced strategic finance department with proactive tax strategy, CFO-level thinking, monthly engagement, and a direct role in your growth decisions. The difference is what we do, when we do it, and how deeply we are involved."
Brian Kofford· CPA, MAcc · Founder, Striv CPA
Why Striv
Most CPA firms are built by accountants. Striv was built by entrepreneurs who happen to be accountants. That distinction changes everything: how we see your numbers, how we think about your decisions, and how we show up for you every month of the year.
We've built and scaled our own businesses. We understand what your P&L feels like.
We've spent two decades getting very good at one thing.
We're calling you before problems happen, not explaining them after the fact.
You're not getting a single generalist with a phone number. You're getting a coordinated team of specialists working together behind the scenes, embedded in your financials, and aligned around your goals.
Real Results
Numbers don't lie. Here's what happens when entrepreneurs at your level stop settling for compliance CPAs.
E-Commerce · $8M Annual Revenue
The Challenge
A Utah-based e-commerce founder was paying $340K annually in taxes with no strategic guidance. Their previous CPA filed accurately but never questioned the structure.
The Result
After restructuring their entity and implementing a proactive tax strategy, they reduced their annual tax liability to $190K, saving $150K in year one alone. Those savings funded their next product line.
Professional Services · $12M Annual Revenue
The Challenge
A services firm owner wanted to exit within five years but had no financial infrastructure to support a premium valuation. Books were clean, but the business story wasn't told.
The Result
Over 18 months, Striv restructured ownership, cleaned up entity architecture, and built a documented financial narrative. The owner is now 18 months ahead of their exit timeline with a projected valuation increase of 40%.
Client details anonymized. Results based on actual engagements 2019-2024. Individual outcomes vary.
See More Client ResultsClient Testimonials
Don't take our word for it. Here's what business owners at your level say about what strategic partnership actually feels like.
Industries We Serve
OUR GUARANTEE
We've never had to invoke this guarantee because we only take on clients we know we can deliver for. That selectivity is why our retention rate is 98%. We're not interested in your money if we can't earn it many times over.
This isn't a marketing promise. It's how we've operated for 30+ years.
Common Questions
If you're thinking it, someone else has already asked it. Here are the questions we get most often from entrepreneurs at your level.
Brian Kofford comes from a line of entrepreneurs and is one himself. Over 30 years working with business owners taught him that most CPAs are reactive, show up once a year, and leave significant tax savings on the table. Striv was built specifically to solve that problem. We operate as your outsourced strategic finance department — proactive tax strategy, CFO-level thinking, monthly engagement, and a direct role in your growth decisions. The difference is not just what we do. It is when we do it and how deeply we are involved.
It means you get the thinking, strategy, and oversight of a full finance team, tax strategist, CFO, bookkeeper, payroll specialist, without hiring any of them. We operate as an integrated unit that knows your business, communicates proactively, and shows up every month. You get one relationship that covers your entire financial picture.
Yes. While we're Utah-based and have deep roots serving entrepreneurs across the state, we work with business owners nationally. Our model is built around proactive communication and remote-friendly engagement, so geography isn't a barrier to the kind of partnership we provide.
After your intro call, we typically complete a financial assessment within two weeks and deliver your custom roadmap within 30 days. For clients with time-sensitive situations, an upcoming exit, a major acquisition, or an urgent tax issue, we can move faster. We'll be upfront about our capacity during the intro call.
We work on a monthly retainer model, scoped to the complexity and size of your business. There are no hourly billing surprises and no invoice you weren't expecting. You'll know exactly what partnership with Striv costs before you sign anything, and our guarantee means that cost is always justified by the value we deliver.
That's what the intro call is for. There's no commitment, no pitch, and no pressure. You'll leave the call with clarity on whether Striv is the right fit for your business, regardless of whether you move forward. If we're not the right fit, we'll tell you that too. We'd rather point you in the right direction than take on a client we can't serve well.
Don't see your question here?
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Insights & Resources
We write about tax strategy, outsourced accounting, and growth planning — the things that actually matter at your level.
Most founders set up their finances early, with a reliable bookkeeper and a CPA firm for tax time. And it has worked well for them for years. But as a
Most founders evaluate fractional CFO services for the first time without a clear standard for what a strong engagement looks like. The market gives them little help. Providers range from
When it comes to tax compliance, growth rarely announces when it has crossed a state line. A remote hire in another state, a steady stream of out-of-state customers, or inventory
Many founders hire the wrong level of financial support. Some pay for strategic guidance when what they need is accurate reporting from a financial controller. Others ask a bookkeeper forecasting
Mid-year tax planning allows founders to reduce tax liability, improve cash flow, and avoid year-end surprises before December. A proactive tax planning checklist helps business owners review income, expenses, retirement
A skilled CPA saves business owners tens of thousands —or even in the six-figures — of dollars each year through proactive tax planning, strategic financial guidance, and improved decision-making. The
Your Next Step
Give us 30 minutes for an honest conversation about where your business is, where you want it to go, and whether Striv is the right partner to get you there.
Typically responds within one business day · No obligation · Utah-based, nationally trusted
