Accounting, Finance & CFO REPORTING Services

FinStrat provides accounting, finance, and reporting services for B2B SaaS companies, investors, RIAs, and VCs.

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The Number 1 Risk Management Advice For Startups

Financial Growth Blueprint: Wisdom from a Seasoned CFA Charter Holder.

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our solutions

FinStrat provides accounting, finance, and reporting services for B2B SaaS companies

Fractional Chief Financial Officer (CFO), Controller, and Bookkeeping services designed to assist you monetize your business.

Private Asset Tracking & Reporting Services for investors and RIAs

Comprehensive solution for managing and reporting information on direct / private investments.

VC Fund
Administration Services

End-to-end back-office accounting and administration service solution, to include Carta support.

why

B2B SaaS COMPANIES AND INVESTORS CHOOSE FINSTRAT MANAGEMENT

Time

Delegate ALL accounting and financial operations.

Visibility

Web-based financial dashboards to include all salient metrics.

Business Intelligence

In-depth interpretation of KPIs and metrics.

Confidence

Inspire stakeholders with GAAP-compliant financial record accuracy and control

Support

Gain a financially fluent ally at board meetings, presentations and investor meetings

ROI

Fraction of the cost and time required to manage an internal team

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The SaaS ROSE Metric

The SaaS ROSE Metric

The SaaS ROSE Metric  The Return of SaaS Employee (ROSE) metric shows the relationship between employee and employee-related costs and recurring revenue. Employees are critical success drivers in all businesses; however, like any resource, it must be managed carefully...

SaaS Preliminary Due Diligence

SaaS Preliminary Due Diligence

SaaS Preliminary Due Diligence In the world of Software as a Service (SaaS) investments and acquisitions, preliminary due diligence can mean the difference between an eventual successful transaction or costly mistakes. While there is both a buyer and a seller in every...