Consulting Services for Financial Planning and Analysis

Financial planning and analysis, often called FP&A, is the process of using financial information to support budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, and management decision-making. It helps leadership understand performance, evaluate possible outcomes, plan for future needs, and connect financial results with operating priorities. Stratum Advisory Partners provides tailored FP&A and strategic finance support based on each company’s requirements.

FP&A consulting may include budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, management reporting, and board reporting. The work can also involve improving dashboards and finance workflows, clarifying performance drivers, and translating accounting information into practical operating decisions. Stratum scopes each engagement around the company’s objectives, complexity, timing, and available internal finance capacity.

Established founder-led, investor-backed, growth-stage, public, and private-equity-backed companies may benefit from FP&A support. Common needs include limited visibility into future cash requirements, unreliable forecasts, difficulty explaining margins or performance, new lender or investor reporting expectations, growth across entities or locations, and manual spreadsheet-heavy reporting. Consulting can supplement an existing finance team or provide ongoing strategic finance guidance.

Yes. Strategic finance and fractional CFO advisory includes budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, and management or board reporting. The objective is to help leadership understand expected performance, evaluate financial options, and make practical operating decisions. The scope is customized to the company’s reporting needs, planning objectives, internal resources, and level of required support.

Yes. Stratum Advisory Partners supports financial statement preparation, disclosures, SEC reporting, public-company readiness, management reporting, dashboards, and reporting workflows. The firm can prepare accounting analyses, schedules, and documentation while helping management coordinate effectively with external auditors. Reporting support may also connect with close-process improvement, reconciliations, accounting policies, and internal control work.

Yes. Stratum is structured to work alongside existing finance teams when a transaction, reporting requirement, complex accounting question, leadership gap, or improvement initiative requires additional expertise or execution capacity. Support can be scoped around a defined project or ongoing advisory need, with responsibilities aligned to the company’s objectives and the internal team’s available capacity.

Engagements are custom-scoped. Fees are determined after discussing the scope, complexity, timing, and level of support required. This approach allows the work to reflect the company’s actual financial planning, reporting, accounting, transaction, or leadership needs rather than applying a standard package. Stratum can discuss the intended outcomes and relevant requirements before defining the engagement.

Yes. Strategic Finance and Fractional CFO Advisory provides ongoing guidance through planning, forecasting, cash-flow analysis, profitability review, and management reporting. Interim CAO and Controller Leadership provides hands-on senior accounting support during executive vacancies, organizational transitions, transactions, or periods of increased demand. Responsibilities may include close oversight, reporting, audit preparation, and accounting-team execution.