YOUR ACCOUNTING And FINANCE TEAM
FinStrat provides accounting, finance, and reporting services for B2B SaaS companies, investors, RIAs, and VCs.
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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.
testimonials
Hear from our clients and partners
The financial modeling and reporting coming from FinStrat ranks among the most clean and comprehensive we’ve come across.
Brendan Mathews
Motley Fool Ventures
FSM’s web-based SaaS metric dashboards helped me communicate our financial position to investors and close our last equity round in record time.
Grant Elliott
Ostendio, Inc.
When SaaS companies come to us with financial reporting like what we see with FinStrat’s clients, it makes the investment decision making process straightforward.
Mike Denning
Blu Venture Investors
FSM’s full-service accounting and finance solution has done a great job supporting our company’s growth while allowing me to stay focused on achieving our strategic objectives.
Melissa Kozak
Citus Health, Inc.
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SaaS Accounting 101
The early days of SaaS accounting are simple enough—without revenue pouring in, a founder who has created a dedicated business account, gotten a credit card and set up a business management suite like QuickBooks is in a solid position. But things get complicated...
Five Reasons You Need a Fractional CFO
Businesses—especially rapidly expanding SaaS firms—rarely stay in the same place for long. The financial services you managed to take care of yourself eventually become the work of an outsourced accountant, a small finance team, or even a controller. But what’s the...
Debunking 4 Myths About Outsourced Accounting
If you’re a business owner hesitating to outsource your accounting, don’t worry—you’re not alone. There are a lot of myths out there about what it’s like to outsource your accounting. That’s why in this blog post, we’re dispelling four of the most common outsourced...