Fractional CFO Services in NYC

A fractional CFO provides senior-level financial leadership without requiring a full-time executive arrangement. Support may include budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, management or board reporting, and practical operating guidance. Stratum Advisory Partners can also combine CFO advisory with technical accounting, reporting, transaction, close, controls, or interim leadership support when those needs overlap.

Companies often seek fractional CFO support when growth, transactions, reporting requirements, leadership transitions, or increased operational complexity exceed the capacity of the existing finance team. Common signals include limited visibility into future cash needs, unreliable forecasts, new investor or board reporting expectations, unresolved accounting questions, or the need for stronger financial leadership without immediately adding a full-time senior executive.

Yes. Transaction Accounting and Post-Acquisition Support can address accounting and financial reporting related to acquisitions, divestitures, carve-outs, and ownership changes. Work 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, and required level of support.

Stratum can help resolve complex accounting matters and develop clear, supportable conclusions and documentation. Areas listed include revenue recognition, debt and equity transactions, stock-based compensation, leases, business combinations, and impairment. The firm works alongside management and the existing finance team when a significant accounting question requires additional expertise or execution capacity.

Yes. Support can include assessing financial close processes, reconciliations, accounting policies, documentation, and internal controls. Stratum can also support remediation of control deficiencies and material weaknesses. The goal is to help finance leaders establish more reliable reporting processes and stronger documentation while addressing the specific issues affecting the company’s accounting function.

Stratum provides support for financial statement preparation, disclosures, SEC reporting, and public-company readiness. Services may include preparing accounting analyses, schedules, and documentation, as well as helping management coordinate effectively with external auditors. The work can be scoped to a particular reporting requirement, audit-readiness need, or broader financial reporting support engagement.

Fees are determined after discussing the engagement scope, complexity, timing, and level of support required. Stratum Advisory Partners describes its engagements as custom-scoped rather than using a standard published fee. A discussion can clarify whether the need is ongoing strategic finance guidance, a defined improvement project, transaction support, technical accounting advice, or interim leadership.

Yes. Stratum can provide hands-on senior accounting leadership during executive vacancies, organizational transitions, transactions, or periods of increased demand. Responsibilities may include oversight of the financial close, reporting, audit preparation, and accounting-team execution. This support is designed to help maintain continuity while management addresses a leadership gap or changing finance-function requirements.