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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$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, thank you for having...

The Path to Profitability

The Path to Profitability

  00:06 Hey, everyone. Welcome back to another episode of Boosting Your Financial IQ. Today, I'm going to be talking with Kristian Marquez. He is the founder and CEO of FinStrat Management. And we're going to be talking about how to grow a company's...

Value + Worth = Success

Value + Worth = Success

  00:03 Welcome to the AXIS Effect podcast where you'll hear the most compelling, provocative and real conversations with industry leaders and innovators in tech, sports and entertainment with our host and CEO of well-known PR firm, AXIS Entertainment, Sarah...