CFO-Led Accounting Finance and Reporting Services

FSM provides accounting, finance, and reporting services for AI, SaaS, investor backed cos., HNW individuals, family offices, and VCs.

Complimentary Consultation For SaaS, Venture-Backed Companies

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our solutions

Accounting, finance, and reporting services for 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.

Accounting + Finance for Companies Leveraging AI

Financial solutions to meet the unique needs of AI-driven businesses.

Portfolio Company Monitoring and Reporting

Streamlined monitoring and reporting, providing clear financial insights.

why

SaaS COMPANIES AND INVESTORS CHOOSE FINSTRAT MANAGEMENT

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Time

Delegate ALL accounting and financial operations.

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Visibility

Web-based financial dashboards to include all salient metrics.

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Business Intelligence

In-depth interpretation of KPIs and metrics.

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Confidence

Inspire stakeholders with GAAP-compliant financial record accuracy and control

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Support

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

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ROI

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

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