Accounting and Auditing Services for Complex Needs

Audit services involve the examination and evaluation of financial information, reporting processes, supporting documentation, and relevant controls. Stratum Advisory Partners, LLC supports audit readiness by helping management prepare financial statements, disclosures, accounting analyses, schedules, and documentation, and by coordinating effectively with external auditors. The firm can also help address complex accounting questions or reporting issues that arise during an audit.

Stratum supports public, private-equity-backed, growth-stage, founder-led, investor-backed, and established businesses with complex accounting and finance needs. Typical situations include transactions, reporting requirements, leadership transitions, control deficiencies, delayed closes, audit preparation, forecasting challenges, and the need for senior finance guidance without immediately adding a full-time executive.

Yes. Transaction accounting and post-acquisition support can cover acquisitions, divestitures, carve-outs, and ownership changes. Services may include purchase accounting, opening balance sheets, coordination with valuation specialists, and post-acquisition accounting and reporting integration. The engagement is scoped around the transaction’s complexity, timing, reporting requirements, and the level of support management needs.

Technical accounting advisory can address revenue recognition, debt and equity transactions, stock-based compensation, leases, business combinations, and impairment. Stratum helps management resolve complex matters by developing clear, supportable accounting conclusions and documentation. This support can help finance teams respond to reporting requirements, audit questions, transactions, and other situations requiring specialized accounting analysis.

Stratum can assess and strengthen financial close processes, reconciliations, accounting policies, documentation, and internal controls. Support may also include remediation of control deficiencies and material weaknesses. The work is tailored to the company’s current finance function and reporting needs, with an emphasis on practical process improvements and more reliable financial information.

Yes. Interim CAO and controller leadership is available during executive vacancies, organizational transitions, transactions, or periods of increased demand. Support may include oversight of the financial close, reporting, audit preparation, and accounting-team execution. This allows management to maintain continuity while addressing immediate leadership and execution requirements within the finance function.

Engagement fees are determined after discussing the scope, complexity, timing, and level of support required. Stratum uses custom-scoped engagements rather than presenting a universal fee. The initial discussion helps clarify the accounting or finance challenge, desired outcomes, existing internal capacity, and the type of technical, reporting, transaction, or leadership support needed.

Yes. Strategic finance and fractional CFO advisory can support budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, and management or board reporting. The goal is to help leadership understand performance, evaluate financial conditions, plan for future cash needs, and translate accounting information into practical operating decisions through ongoing financial guidance.