Outsourced and Fractional CFO Services

Stratum Advisory Partners provides senior-level accounting and finance leadership for businesses facing growth, transactions, reporting requirements, leadership transitions, or complex financial questions. Our outsourced and fractional CFO support combines strategic guidance with hands-on execution, helping management improve forecasting, reporting, cash-flow visibility, and financial decision-making without requiring an immediate full-time executive hire.

Finance advisor reviewing business reports with company leadership

Our CFO Advisory Services

Tailored accounting and finance leadership for strategic planning, reporting, transactions, process improvement, and organizational change.

Strategic Finance Advisory

Receive ongoing guidance for budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, and management or board reporting that supports practical operating decisions.

Interim Accounting Leadership

Maintain continuity during executive vacancies, transitions, transactions, or increased demand with hands-on CAO or controller leadership across close, reporting, audit preparation, and team execution.

Transaction Accounting

Support acquisitions, divestitures, carve-outs, and ownership changes through purchase accounting, opening balance sheets, valuation coordination, and post-acquisition reporting integration.

Technical Accounting Advisory

Develop clear, supportable accounting conclusions and documentation for revenue recognition, debt and equity transactions, stock-based compensation, leases, business combinations, and impairment.

Close And Controls

Strengthen financial close processes, reconciliations, accounting policies, documentation, and internal controls while supporting remediation of control deficiencies and material weaknesses.

Finance Process Modernization

Improve management reporting, dashboards, and finance workflows through practical process improvements and appropriate automation built around existing accounting systems where feasible.

Tailored Financial Guidance

Senior Finance Leadership, Flexibly Delivered

Outsourced and fractional CFO support gives management access to experienced financial leadership aligned with the business’s actual needs. Stratum Advisory Partners can help translate accounting information into budgeting, forecasting, cash-flow, profitability, reporting, and operating decisions while also providing hands-on execution. Engagements are custom-scoped around complexity, timing, and the level of support required.

Fractional CFO presenting financial strategy to business leaders
The Stratum Difference

Why Choose Stratum Advisory Partners?

Experienced finance guidance combines strategic perspective with practical execution.

Seasoned Professionals

Work with seasoned professionals who bring senior-level accounting and finance leadership to complex business needs.

Tailored Engagements

Receive consulting services tailored to scope, complexity, timing, and the level of support required.

Actionable Insight

Turn financial information into actionable insights that support stronger performance, growth, and business decisions.

Hands-On Support

Add execution capacity alongside existing finance teams when transactions, reporting, or leadership gaps create added demands.

Meet Stratum Advisory Partners

Senior finance guidance for complex accounting and business decisions.

Stratum Advisory Partners, LLC is an expert business-consulting provider focused on tailored strategic solutions and actionable insights for organizational performance and growth. The firm provides senior-level accounting and finance leadership to companies navigating complex transactions, reporting requirements, leadership transitions, and growth. Its work combines technical accounting expertise with hands-on execution, helping management resolve difficult issues, strengthen financial reporting, and build more effective finance functions. Stratum works with owner-led businesses, growth-stage companies, public and private-equity-backed organizations, and finance teams that need additional expertise or execution capacity. Engagements are custom-scoped so support can address strategic finance needs, technical accounting matters, reporting obligations, process improvement, or interim leadership requirements.

Senior GuidanceExperienced accounting and finance leadership
Custom ScopeSupport aligned to business needs
Practical FocusStrategic solutions and actionable insights

Frequently Asked Questions

How should we handle accounting after an acquisition?

Post-acquisition accounting often requires more execution than companies anticipate. Stratum Advisory Partners supports purchase accounting, opening balance sheets, valuation coordination, and post-acquisition reporting integration, and can provide hands-on execution to operationalize the accounting after close. Engagements are custom-scoped around the complexity, timing, and level of support required.

When does interim controller support make sense?

What should we do when the audit team challenges an accounting conclusion?

Our CAO or controller left unexpectedly. How can Stratum help?

We are preparing for an audit or new reporting requirements. Where should we start?

Our close is slow and our controls need work. Can Stratum help strengthen them?

We are working through a complex transaction such as a debt refinance or recapitalization. Can you support the accounting?

Our finance team needs extra capacity during a busy period. How does Stratum work alongside them?

Have More CFO Services Questions?

Talk with Stratum Advisory Partners about your accounting and finance needs.

Discuss Your Finance Leadership Needs

Share your objectives and current challenges so Stratum Advisory Partners can discuss a focused, custom-scoped engagement.

Contact Us Today

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