YOUR ACCOUNTING + 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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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...
Financial Advisor Tools that Give You More Time with Your Clients
Over the past few years, organizations regardless of industry have been prioritizing the client experience. From offering enhanced digital capabilities to truly personalizing the customer experience, there are countless pressures driving businesses to better serve...
The Inevitable Evolution of “Value-Add VCs”
Carl Fritjofsson, the founder of Creandum, recently published an insightful article on whether VCs add value for founders. Repeating their survey of a group of VC and founders from four years ago to see whether VCs really add value, Fritjofsson and his colleagues set...