Transaction Accounting
Support acquisitions, divestitures, carve-outs, and ownership changes through purchase accounting, opening balance sheets, valuation coordination, and post-acquisition reporting integration.
Stratum Advisory Partners provides senior-level financial accounting support for Cleveland companies navigating complex transactions, reporting requirements, leadership transitions, and growth. From technical accounting and financial close improvement to interim leadership and strategic finance, we bring practical expertise and hands-on execution to strengthen reporting, resolve difficult issues, and help management make informed decisions in Ohio’s evolving business environment.

Tailored accounting and finance support for complex transactions, reporting demands, leadership gaps, and business growth.
Support acquisitions, divestitures, carve-outs, and ownership changes through purchase accounting, opening balance sheets, valuation coordination, and post-acquisition reporting integration.
Develop clear, supportable accounting conclusions and documentation for revenue recognition, debt and equity transactions, leases, impairment, and other complex matters.
Strengthen financial close processes, reconciliations, accounting policies, documentation, and internal controls while supporting remediation of control deficiencies.
Improve management reporting, dashboards, and finance workflows with practical process improvements and appropriate automation built around existing accounting systems.
Provide ongoing budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, and management or board reporting for informed operating decisions.
Provide hands-on CAO or controller leadership during executive vacancies, transitions, transactions, or periods of increased demand across the accounting function.
Stratum Advisory Partners helps Cleveland-area management teams address accounting and finance challenges that require more expertise or capacity than an internal team can provide. We combine technical accounting knowledge with hands-on execution across transactions, financial reporting, close processes, controls, and strategic finance. Engagements are custom-scoped around your complexity, timing, and required level of support, with an understanding of Ohio business needs.

Senior-level accounting expertise shaped around the specific challenges facing your finance function.
Work with experienced professionals who bring senior-level judgment to complex accounting and finance matters.
Receive consulting services scoped to your needs, complexity, timing, and required level of support.
Get practical support that helps Cleveland-area teams resolve issues and move important accounting work forward.
Turn financial information into clear reporting, strategic solutions, and informed decisions for business growth.
Experienced advisers supporting complex accounting and finance decisions.
Stratum Advisory Partners, LLC helps companies navigate complex transactions, reporting requirements, leadership transitions, and growth through senior-level accounting and finance guidance. The firm combines technical accounting expertise with hands-on execution, working alongside management and existing finance teams when difficult issues require additional experience or capacity. For businesses in Cleveland and across Ohio, that support can include transaction accounting, financial reporting, close and control improvement, strategic finance, and interim accounting leadership. Stratum’s approach is tailored rather than one-size-fits-all: each engagement is shaped around the company’s objectives, complexity, timing, and level of support required. The goal is practical progress—stronger financial reporting, more effective finance processes, and clearer information for operating decisions.
Stratum Advisory Partners provides transaction accounting, technical accounting advisory, financial close and internal control improvement, finance reporting and process modernization, strategic finance and fractional CFO advisory, interim CAO and controller leadership, and financial reporting, SEC reporting, and audit readiness support. Engagements are custom-scoped based on the company’s needs, complexity, timing, and required level of assistance.
Talk with an adviser about your company’s accounting or finance needs.
Share your accounting, reporting, transaction, or leadership challenge and learn how a custom-scoped engagement can help.
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To help us assist you faster, please include the reason for your message so the relevant team can reach out as soon as possible.