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Fast-Growing Local Financial Services Firm Changes Hands

StrataPoint Financial Sold to Partner Stephanie Rick


News provided by

StrataPoint Financial

Feb 03, 2015, 07:30 ET

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RESTON, Va., Feb. 3, 2015 /PRNewswire/ -- StrataPoint Financial, an outsourced financial and accounting services firm, has been sold to partner and former Lead Consultant, Stephanie Rick, announced the firm today.  Founded in 2008 by serial entrepreneur Tom Heffernan, StrataPoint Financial achieved early success with a unique outsourcing model for CFO, Controller, financial change management and bookkeeping services.  It has since expanded its offerings to advise and serve clients ranging from companies with $1-40M in annual revenue to high potential start-ups.

"It was Tom's vision to create a company that could provide the financial expertise and cost-effective solutions to help its clients prosper far beyond what they thought possible," said Rick, who will assume the title of Chief Executive Officer.  "We've been very successful at this and I'm looking forward to enhancing and broadening our range of growth-essential business services even further."

StrataPoint Financial employs experienced professionals worldwide to provide companies, as well as government agencies, with counsel and services ranging from financial modeling and accounting software implementation to audit management and day-to-day bookkeeping.  The company's billings have grown by 50% each year with the successful service of clients such as Matt Martin Real Estate Management, Vinci Concessions, PARCC and Synoptos.

Rick brings over 20 years of corporate experience to her role at StrataPoint.  Prior to joining the company in 2010, she served in both tax and finance positions at international and regional companies across multiple industries, overseeing clients with annual revenues of up to $2.1B. At Genesys Conferencing, Rick led accounting, tax and financial functions across North America, Europe and Asia from 2007-2010. She is also the founder/president of Lanier Business Solutions, a full-service business and technology provider.

Rick holds a master's degree from the University of Wisconsin-Milwaukee in business administration, with a specialization in international business and taxation, and a bachelor's degree in accounting, marketing and business administration, together with a minor in Economics from Lakeland College in Wisconsin.  

About StrataPoint Financial

Reston, VA-based StrataPoint Financial is an outsourced financial and accounting services firm that specializes in developing fiscal growth and management strategies – and in delivering CFO, controller, bookkeeper services – to clients in both the private and public sector. The firm's core offerings are foundational financial services, accounting software implementation, government compliance and contracting, change management consulting and interim services. Founded in 2008, StrataPoint Financial is a woman-owned small business.  

SOURCE StrataPoint Financial

Related Links

http://www.stratapointfinancial.com

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