Early-Stage Outsourced Accounting & Finance
Align Your Strategy with Market Demand and Revenue Growth
Partner with FinStrat
Accounting & Finance Services That Scale with Your Growth
Early-stage growth shouldn’t be stalled by back-office bottlenecks. We provide the flexible financial infrastructure you need today, with a clear roadmap for where you’re going tomorrow. Whether you’re preparing for a Series A or scaling operations, our goal isn’t to be your permanent solution—it’s to build a foundation so solid that you eventually outgrow us. When you’re ready to bring finance in-house, we’ll even help you hire and transition to your full-time team. We manage the complexity so you can focus on the vision.
Solution
- Focus on early stage companies: Our outsourced accounting services for SMBs are led by CFOs who have previously served in the role with other early‑stage businesses.
- GAAP compliant financials: Expertise in financial reporting processes to ensure compliance with US GAAP with strong internal controls to consistently meet reporting deadlines.
- Scalable, web-based solutions: We leverage best‑in‑class 3rd‑party software solutions, including outsourced bookkeeping services, with a human‑in‑the‑loop approach.
Our Package
| WEEKLY SERVICE SCOPE | CFO LITE | CFO | CFO + | |
|---|---|---|---|---|
| Accounting | Accrual Accounting | ✓ | ✓ | ✓ |
| Balance Sheet Reconciliation | ✓ | ✓ | ✓ | |
| P&L Review | ✓ | ✓ | ✓ | |
| Financial Statements | ✓ | ✓ | ✓ | |
| A/R | ✓ | ✓ | ✓ | |
| Collections | ✓ | ✓ | ✓ | |
| Accounting Support | ✓ | ✓ | ✓ | |
| Back Office | A/P | ✓ | ✓ | ✓ |
| Payroll | ✓ | ✓ | ✓ | |
| Cash Flow Management | ✓ | ✓ | ✓ | |
| Expense Reimbursement | ✓ | ✓ | ✓ | |
| FPA | Budgeting | ✓ | ✓ | ✓ |
| Forecasting | ✓ | ✓ | ✓ | |
| Resource Planning | ✓ | ✓ | ✓ | |
| Insurance Management | ✓ | ✓ | ✓ | |
| Financial Analysis and Advisory | ✓ | ✓ | ✓ | |
| Pro Forma Statement | ✓ | ✓ | ✓ | |
| Office of the CFO | Board Updates, Shareholder Meetings | x | ✓ | ✓ |
| Incentive Plan Management | x | ✓ | ✓ | |
| Cap Table Management | x | ✓ | ✓ | |
| 409A Valuations | x | ✓ | ✓ | |
| Tax | 1099 and Sales Tax Reporting | ✓ | ✓ | ✓ |
| Business Tax Returns | Optional | Optional | Optional |
Benefits
Access to Expertise
We bring specialized knowledge and expertise in accounting and finance, drawing on our experience as one of the leading outsourced accounting firms serving early‑stage companies.
Focus
Outsourcing allows you to focus on your core competencies and operations by reducing the time and attention required from your team for accounting + finance activities. Tasks such as outsourced bookkeeping can be handled externally so you can concentrate on growth.
Cost Efficiency
Outsourced accounting + finance is more cost-effective than setting up an in-house team, saving on salaries, training, and resources needed for these activities.
Scalability
Outsourcing accounting + finance allows you to scale your back-office easily without the need to adjust your internal resources.
Risk Management
We keep up with regulatory changes, reducing the risk of legal issues related to managing the company’s financials.
Tech Stack
We employ the latest accounting and finance tools that improve accuracy and time to close.
Robust Network
We maintain a broad and deep network with investors, both HNW and VCs alike, as well as tangential service providers.
Objectivity
An outsourced team manage accounting and finance functions leads to objectivity when making financial decisions.
Continuity & Risk Management
An outsourced accounting team mitigates disruptions due to employee turnover or unexpected absences.
In-depth Financial Analysis
We bring the expertise and resources needed to conduct in-depth financial analysis.
