CFO-LED ACCOUNTING, FINANCE & 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.
testimonials
Hear from our clients and partners
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.
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.
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