YOUR ACCOUNTING And FINANCE TEAM

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

Know

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

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

Vice President
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

CEO
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

Managing Partner
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

CEO
Citus Health, Inc.

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SaaS Accounting 101

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

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

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...