Fractional CFOs in Boston

A fractional CFO provides senior financial leadership without requiring a full-time executive appointment. Support may include budgeting, forecasting, cash-flow planning, profitability analysis, management or board reporting, and practical operating guidance. Stratum Advisory Partners, LLC also supports technical accounting, transactions, reporting requirements, finance-process improvement, and interim accounting leadership for companies in Boston and the Boston-Cambridge area.

Companies often seek fractional CFO support when they need stronger financial direction but are not ready to add a full-time senior finance executive. Common situations include limited visibility into future cash needs, unreliable forecasts, growth-related complexity, new lender or investor reporting expectations, transaction activity, or reporting that requires extensive manual preparation. The engagement can be shaped around the specific financial need.

Yes. Transaction support can cover 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. Stratum works alongside management and the existing finance team to address transaction-related requirements and support clear, well-documented financial reporting.

Stratum Advisory Partners, LLC helps companies resolve complex accounting matters and develop clear, supportable conclusions and documentation. Areas include revenue recognition, debt and equity transactions, stock-based compensation, leases, business combinations, and impairment. This support is useful when management or an internal finance team needs additional expertise or execution capacity for a significant accounting question or reporting requirement.

Yes. Financial close and internal control improvement may include assessing close processes, reconciliations, accounting policies, documentation, and control activities. Stratum can also support remediation of control deficiencies and material weaknesses. The work is designed to help finance leaders establish more reliable reporting and address process issues that have not kept pace with the company’s complexity or reporting obligations.

Not necessarily. Stratum’s services can complement an existing finance or accounting team when a transaction, reporting requirement, complex accounting issue, or leadership gap exceeds current capacity. Support may involve senior advisory guidance, hands-on execution, interim leadership, or a scoped improvement project. The appropriate role depends on the company’s circumstances and the level of support required.

Engagements are custom-scoped after discussing the company’s needs, the complexity of the work, timing, and the level of support required. Fees are determined based on that scope rather than presented as a standard package. Potential work may involve ongoing strategic finance advisory, a focused accounting project, transaction support, reporting assistance, or interim leadership.

Yes. Support may include financial statement preparation, disclosures, SEC reporting, public-company readiness, accounting analyses, schedules, documentation, and coordination with external auditors. Stratum can also help management strengthen reporting processes and prepare for audit-related requirements. The engagement can be tailored to a specific reporting matter, an ongoing need, or additional capacity for the existing finance team.