Accounting + Finance Services for SaaS, Venture-Backed Companies

We’ll maintain the financials. You build your business.

At FinStrat, we offer customized financial operations solutions to growing SaaS companies. We streamline financial operation processes, recognize revenue in accordance with ASC 606, and provide comprehensive metric reporting keeping you on the right track. Our services are custom-designed for VC–backed companies, and our extensive network means we can connect you with potential investors. With us, you can depend on accurate, timely accounting to run your business well today and plan for an even brighter future.

Partner with FinStrat for

Outsourced CFO Services

We’ll fulfill your company’s organizational needs, from planning to financing, saving you the cost and time of bringing in an in-house CFO.


  • Includes all items from Accounting Services and Controller Services
  • Financial Analysis and Advisory
  • Corporate Governance and Compliance
  • Pro Forma Statements
  • Performance Dashboards
  • Incentive Plan Management
  • Board and Shareholder Meetings and Updates
  • Cap Table Management and Modeling
  • 409A Valuations
  • Capital Markets
  • Financial Planning
  • Budgeting
  • Forecasting
  • Resource Planning

Outsourced Controller Services

We’ll oversee the full financial scope of your organization, so you can rest assured all back-office accounting functions are in great hands.


  • Includes all items from Accounting Services
  • Accounts Payable
  • Accounts Receivable
  • Collections
  • Employee Expense Reimbursement
  • Payroll
  • Insurance Management
  • Cash Flow Management

Why you’ll love working with us


We exclusively offer these services to SaaS businesses, so you’ll know we specialize in your business model.


You’ll get improved visibility into your financial operations and greater scalability for just a fraction of in-house operations cost.


Expect detailed and accurate financials every time - it’s the only way we know how to operate.


Our dedication to GAAP-compliance means you’ll be building on a solid foundation of success, which potential investors will love to hear.


Less time poring over bookkeeping means more time to focus on what you care about – helping your business succeed.


Our dedicated team of experts is always one call or click away, with best in class technology to back them up.


Our accounting team can grow with you, according to your specific needs and goals.



We ensure your numbers are always in alignment, from recognizable revenue to accrued expenses, so you’ll always have peace of mind.


Web-based reporting dashboard accessible via smartphone, tablet and desktop.



Experienced SaaS CFO

As a provider of fractional SaaS CFO services, we have a strong understanding of financial management, accounting principles, financial management, financial modeling, and fundraising. We analyze financial data, forecast revenue and expenses, and make strategic financial decisions.

Fix It Once

Our team has decades of experience in the accounting and finance industry. We bring a “fix-it-once” service solution to the market, prioritizing accuracy and responsiveness. In addition, we help our clients monetize their business, through debt facilities, priced-equity rounds, and mergers & acquisitions. Through our extensive network, we also connect founders with high-net-worth individuals and VCs to assist create this liquidity.

Strategic Vision

FinStrat helps SaaS venture-backed companies think strategically and contribute to their overall business strategy. We work diligently to understand the company’s growth opportunities, market trends, and competitive landscape while providing financial insights to drive decision-making.

Data-Driven Decision-Making

SaaS companies heavily rely on data to guide their operations. We bring strong analytical skills to the table and are comfortable working with large datasets, deriving insights from financial and operational metrics. We also help identify key performance indicators (KPIs) and establish dashboards and reporting systems to facilitate data-driven business growth.

Navigate SaaS Financing and Investor Relations

CFOs play a crucial role in fundraising activities for SaaS companies, including managing relationships with investors, evaluating funding options, and navigating mergers and acquisitions. We can assist you in fundraising, negotiation, and investor relations.

Compliance and Risk Management

We do our part to ensure your SaaS organization complies with financial regulations and standards. Our team maintains a strong understanding of financial compliance, risk management, and internal controls.