CFO-LED ACCOUNTING, FINANCE & REPORTING SERVICES
FinStrat provides accounting, finance, and CFO services for investors, RIAs, VCs, B2B SaaS, and companies leveraging AI.
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our solutions
FinStrat provides accounting, finance, and reporting services for B2B 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.
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.
Our resources
Browse our content
Careers, Startup, and Retirement
How can Start Up Founders Balance Careers, Startup, and Retirement  00:01 This is the Money Seed Podcast where we discuss all things investing, plain and simple, the way it should be. Please remember, this show is for educational and entertainment purposes...
$80 Million Lessons
$80 Million Lessons How FinStrat Management's CEO scaled his business  00:00 Today on the show, I'm happy to have Kristian Marquez. He's the CEO of FinStrat Management. They provide accounting, finance, and CFO reporting services. Previous to this, you were...
The Strategic Edge of Financial CFOs in B2B SaaS
The Strategic Edge of Financial CFOs in B2B SaaS 00:59 With us right now, Kristian Marquez, Kristian, you are a fractional CFO yourself and you're the president and CEO of FinStrat Management. You're found on the web at FinStratManagement.com. That's MGMT....