Part-Time and Fractional CFO Advisory

A CFO oversees the financial direction of a company and helps leadership connect financial information with operating decisions. Responsibilities may include budgeting, forecasting, cash-flow planning, profitability analysis, management or board reporting, financial controls, reporting oversight, transaction support, and finance-team leadership. A fractional CFO provides selected or ongoing support based on the company’s priorities and the scope of the engagement.

A part-time or fractional CFO provides senior financial leadership without requiring a company to immediately add a full-time CFO. The adviser may support strategic finance, forecasting, reporting, cash-flow planning, profitability analysis, transactions, or finance-function improvements. The engagement can be structured around the company’s needs, existing finance team, complexity, timing, and desired level of support.

Fractional CFO support can benefit established, founder-led, investor-backed, private-equity-backed, and growth-stage companies that need stronger financial direction. Common needs include limited visibility into future cash requirements, unreliable forecasts, difficult profitability analysis, new lender or investor reporting expectations, transaction activity, reporting complexity, or a finance function that requires additional senior capacity.

Services may include budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, management and board reporting, financial reporting support, transaction accounting, process modernization, close improvement, internal control support, and interim accounting leadership. The specific responsibilities are determined through a custom-scoped engagement based on the company’s business needs and existing finance capabilities.

Yes. Stratum Advisory Partners, LLC works alongside existing management and finance teams when a transaction, reporting requirement, complex accounting issue, or execution need exceeds current capacity. Support can be focused on guidance, hands-on execution, documentation, reporting, process improvement, or leadership. The engagement is shaped to complement internal resources rather than assume a replacement role.

Yes. Support may cover accounting and financial reporting associated with acquisitions, divestitures, carve-outs, and ownership changes. Work can include purchase accounting, opening balance sheets, coordination with valuation specialists, post-acquisition accounting, and reporting integration. The scope is determined by the transaction’s complexity, timing, reporting requirements, and the responsibilities of the company’s existing advisers.

Fees and support are determined after discussing the scope, complexity, timing, and level of support required. An engagement may focus on a defined accounting or reporting issue, a transaction, a finance-process improvement project, ongoing strategic finance guidance, or interim leadership. This approach allows the work to reflect the company’s actual priorities instead of applying a standard package.

Yes. Strategic finance and fractional CFO advisory may include budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, and management reporting. The goal is to help leadership understand performance, evaluate financial conditions, anticipate cash needs, and make informed operating decisions. The specific analyses and reporting structure depend on the company’s information, systems, and objectives.