Personalized Fractional CFO Services

We work with you to level up your reporting and financial capabilities by helping prepare you for potential investors or buyers.

Side by side Comparison

Finstrat Pilot CFO
Basic Accounting & Financial Support ✔ ✔
Monthly Updates ✔ ✔
Board and Shareholder Meetings and Updates ✔
Performance Dashboards ✔
Financial Analysis and Advisory ✔
Financial Planning ✔
Forecasting & Budgeting ✔
Resource Planning ✔
& more!

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.

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 that 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

Get in Touch with Finstrat

Let’s discuss your current needs and discover how FinStrat Management can support you.