SaaS Fractional CFO and Accounting Services

A fractional CFO provides senior financial guidance without requiring an immediate full-time executive hire. Support may include budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, management reporting, and board reporting. For SaaS leadership teams, the role can also help translate accounting information into practical operating decisions and improve the finance function as the company grows or becomes more complex.

Companies often consider fractional CFO support when leadership needs better financial visibility, more reliable forecasts, stronger management reporting, or experienced guidance during growth. It can also be useful when a transaction, reporting requirement, finance-team transition, or complex accounting matter exceeds the available internal capacity. Engagements are custom-scoped according to the situation and the level of support required.

Yes. Technical accounting advisory can address revenue recognition and other complex accounting matters. Stratum develops clear, supportable accounting conclusions and documentation based on the facts and circumstances of the engagement. The work may be coordinated with management, the existing finance team, and external advisers when additional review or implementation support is appropriate.

Stratum 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 can be tailored to support a specific transaction need or broader accounting and reporting requirements following a change in ownership.

Stratum 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 objective is to help management and finance teams establish more reliable processes and reporting practices that are appropriate for the company’s accounting complexity and reporting obligations.

Yes. Interim CAO and controller leadership can support companies during executive vacancies, organizational transitions, transactions, or periods of increased demand. Responsibilities may include oversight of the financial close, reporting, audit preparation, and accounting-team execution. This support helps maintain continuity while management addresses a leadership gap or determines its longer-term finance structure.

Fees are determined after discussing the scope, complexity, timing, and level of support required. Stratum uses custom-scoped engagements rather than presenting a universal price because the needs of a company seeking strategic finance guidance differ from those requiring transaction accounting, reporting support, or interim leadership. A discussion helps define the appropriate scope and engagement structure.

Yes. Stratum can work alongside management and existing finance teams when a transaction, reporting requirement, complex accounting issue, or leadership gap requires additional expertise or execution capacity. Support may focus on a defined project, ongoing advisory, process improvement, or interim leadership. The engagement is structured around the company’s existing responsibilities, priorities, and finance capabilities.