Fractional CFO Services in San Diego

A fractional CFO provides senior-level financial guidance 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. Depending on the engagement, the adviser may also support transactions, technical accounting, financial reporting, controls, or finance-team leadership.

Companies often seek fractional CFO support when internal finance capacity cannot address a transaction, reporting requirement, complex accounting matter, leadership transition, or growth-related need. It can also help established businesses improve forecasting, understand profitability, strengthen management reporting, or prepare for greater reporting expectations while working alongside the existing accounting and finance team.

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, and the responsibilities of management and the internal finance team.

Technical accounting advisory may address revenue recognition, debt and equity transactions, stock-based compensation, leases, business combinations, and impairment. The work focuses on resolving complex matters and developing clear, supportable accounting conclusions and documentation that management can use in financial reporting and discussions with auditors or other advisers.

Yes. Stratum Advisory Partners 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 objective is to help finance leaders establish more reliable processes and reporting while addressing the specific issues affecting the company’s accounting function.

Yes. Interim CAO and controller leadership is available 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. The support is designed to maintain continuity and help keep important accounting and reporting work moving.

Engagement fees are custom-scoped. Pricing is determined after discussing the scope, complexity, timing, and level of support required. This approach allows the engagement to reflect the company’s actual needs, whether it involves ongoing strategic finance guidance, a defined accounting improvement project, transaction support, or interim leadership.

San Diego is listed among Stratum Advisory Partners’ service areas. The firm supports companies seeking senior accounting and finance expertise for strategic finance, reporting, transactions, technical accounting, close improvement, and interim leadership. The appropriate scope depends on the business situation, the existing finance team, and the complexity of the work requiring additional support.