Fractional CFO Services That Scales with You

Financial Solutions for B2B SaaS Companies

Services we offer

Financial Analysis and Advisory

Board and Shareholder Updates


Balance Sheet and Account Reconciliation

P&L Review and Classification


Financial Statements

Performance Dashboards

Cash Flow Management


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


Hear from our clients and partners

Brendan Mathews

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
Grant Elliott

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.
Michael Denning

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
Melissa Kozak

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.


Why Work with Finstat


Delegate ALL accounting and financial operations.


Web-based financial dashboards to include all salient metrics.

Business Intelligence

In-depth interpretation of KPIs and metrics.


Inspire stakeholders with GAAP-compliant financial record accuracy and control


Gain a financially fluent ally at board meetings, presentations and investor meetings


Fraction of the cost and time required to manage an internal team

Get in Touch with Finstrat

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