Outsourced CFO Solutions and Services

Outsourced CFO solutions provide senior-level financial leadership without requiring management to immediately add a full-time executive. Support can include budgeting, forecasting, cash-flow planning, profitability analysis, management reporting, technical accounting, transaction support, and finance-function improvement. The engagement is shaped around the company’s needs, complexity, timing, and desired level of involvement.

Companies often seek outsourced CFO support when they need stronger forecasting, reporting, or accounting infrastructure; are navigating growth, a transaction, or new reporting requirements; or need additional expertise beyond the internal finance team. It can also help during leadership transitions, unresolved accounting questions, control issues, or periods when existing finance capacity is under pressure.

A fractional CFO provides ongoing financial guidance tailored to the company’s needs. Responsibilities may include budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, and management or board reporting. The role translates financial information into practical operating decisions and can complement an existing finance team rather than replace every internal accounting responsibility.

Yes. Transaction accounting and post-acquisition support can address accounting and financial reporting for 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 scope is determined by the transaction’s complexity, timing, and specific reporting requirements.

Support can address revenue recognition, debt and equity transactions, stock-based compensation, leases, business combinations, and impairment. The objective is to develop clear, supportable accounting conclusions and documentation that management can use when resolving complex matters and coordinating with finance teams, auditors, or other advisers.

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 work is designed to improve the reliability of financial reporting and help finance leaders address process gaps that have not kept pace with business complexity.

Engagements are custom-scoped after discussing the required support. Fees are determined by the scope, complexity, timing, and level of support required. This approach allows the work to be aligned with a specific need, such as ongoing strategic finance guidance, transaction support, technical accounting analysis, reporting improvement, or interim accounting leadership.

Yes. Services can support financial statement preparation, disclosures, SEC reporting, and public-company readiness. Stratum Advisory Partners can prepare accounting analyses, schedules, and documentation while helping management coordinate effectively with external auditors. The appropriate scope depends on the reporting requirements, existing finance resources, and the matters requiring additional expertise or execution capacity.