Outsourced Accounting and Finance Services

Outsourced accounting and finance services provide external senior-level support for accounting, reporting, planning, controls, transactions, or financial leadership needs. Stratum Advisory Partners, LLC can work alongside an existing finance team or provide focused expertise when internal capacity is limited. Support may be project-based or ongoing, with scope shaped around the company’s specific issues, complexity, timing, and desired level of involvement.

Companies often seek outsourced support when a transaction, reporting requirement, leadership transition, audit issue, control deficiency, or period of growth exceeds the capacity of the internal team. It can also help established businesses that need stronger forecasting, cash-flow planning, management reporting, or profitability analysis without immediately adding a full-time senior finance executive. The engagement can address a defined need or provide continuing guidance.

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. Stratum helps management and finance teams organize the accounting and reporting work associated with a transaction and address the requirements that follow a change in ownership.

Stratum provides technical accounting advisory for complex matters that require clear conclusions and supportable documentation. Areas listed in the service offering include revenue recognition, debt and equity transactions, stock-based compensation, leases, business combinations, and impairment. The work is designed to help management and finance teams understand the accounting treatment, document the analysis, and support effective communication with relevant stakeholders.

Stratum provides hands-on interim CAO and controller leadership during executive vacancies, organizational transitions, transactions, or periods of increased demand. Responsibilities may include oversight of the financial close, financial reporting, audit preparation, and accounting-team execution. This support helps maintain continuity while management addresses a leadership gap, restructures the finance function, or manages a demanding reporting or transaction period.

Support may include assessing close processes, reconciliations, accounting policies, documentation, and internal controls. Stratum can also assist with remediation of control deficiencies and material weaknesses. The objective is to help finance teams establish more reliable processes, improve documentation, and strengthen reporting discipline. Recommendations are paired with practical execution support where the company needs additional capacity to implement improvements.

Yes. Financial reporting, SEC reporting, and audit readiness support can include financial statement preparation, disclosures, accounting analyses, schedules, documentation, and coordination with external auditors. Stratum works with management to organize reporting requirements and prepare clear support for the audit process. The service is also relevant to companies preparing for public-company reporting or managing more demanding financial reporting obligations.

Engagement fees are custom-scoped rather than presented as a standard package. Stratum determines fees after discussing the scope, complexity, timing, and level of support required. This approach allows the work to be aligned with a defined transaction, technical accounting matter, process improvement initiative, interim leadership need, or ongoing finance advisory relationship. Prospective clients can discuss their situation before a scope is established.