Part-Time Virtual CFO Services

A part-time virtual CFO provides senior financial leadership on a flexible, custom-scoped basis. Support may include budgeting, forecasting, cash-flow planning, profitability analysis, management or board reporting, technical accounting, transaction support, and finance-process improvement. The role can supplement an existing finance team, help leadership interpret financial information, or provide added capacity when a full-time senior executive is not yet in place.

A virtual CFO can provide senior-level financial guidance and hands-on execution without requiring an immediate full-time executive hire. This structure may suit established or growing businesses that need stronger forecasting, reporting, accounting infrastructure, or strategic finance support. The engagement is custom-scoped around the company’s needs, complexity, timing, and level of required support rather than a one-size-fits-all package.

Services are designed for owner-led businesses approaching a growth ceiling, public companies, private-equity-backed and growth-stage companies, and established businesses seeking ongoing financial direction. They can also support companies navigating transactions, reporting requirements, leadership transitions, control improvements, or complex accounting questions. Stratum works alongside existing finance teams when additional expertise or execution capacity is needed.

Yes. Strategic finance support can include budgeting, forecasting, cash-flow planning, scenario analysis, and profitability analysis. The goal is to help leadership understand expected performance, evaluate financial implications, and make practical operating decisions. Support can also extend to management or board reporting, helping present financial information in a clearer and more useful way.

Stratum Advisory Partners, LLC supports accounting and financial reporting associated with 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, reporting requirements, and the level of internal finance-team support available.

Technical accounting advisory can address revenue recognition, debt and equity transactions, stock-based compensation, leases, business combinations, and impairment. The work focuses on resolving complex accounting matters and developing clear, supportable conclusions and documentation. This can help management and finance teams respond to significant accounting questions with a more structured and defensible analysis.

Yes. Support can assess and strengthen financial close processes, reconciliations, accounting policies, documentation, and internal controls. Stratum can also assist with remediation of control deficiencies and material weaknesses. Improvements are tailored to the organization’s reporting needs and existing finance processes, with the aim of creating more reliable close and reporting practices.

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 from that scope rather than a standard published package. A conversation can clarify whether the priority is ongoing strategic finance, a defined improvement project, transaction support, technical accounting, or interim accounting leadership.