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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The Number 1 Risk Management Advice For Startups

Financial Growth Blueprint: Wisdom from a Seasoned CFA Charter Holder.
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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.

why

B2B SaaS COMPANIES AND INVESTORS CHOOSE FINSTRAT MANAGEMENT

Time

Delegate ALL accounting and financial operations.

Visibility

Web-based financial dashboards to include all salient metrics.

Business Intelligence

In-depth interpretation of KPIs and metrics.

Confidence

Inspire stakeholders with GAAP-compliant financial record accuracy and control

Support

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

ROI

Fraction of the cost and time required to manage an internal team
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Careers, Startup, and Retirement

Careers, Startup, and Retirement

  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 only and is not intended to be...

$80 Million Lessons

$80 Million Lessons

  $80 Million Lessons   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 actually part of a multi-billion dollar IPO. Chad,...

The Stategic Edge of Financial CFOs in B2B SaaS

The Stategic Edge of Financial CFOs in B2B SaaS

  The Stategic 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....