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 CCLASSIFICATION
Financial Statements
Performance Dashboards
Cash Flow Management
Budgeting
PARTNER WITH FINSTRAT FOR
Outsourced Accounting Services
We’ll tailor our services to your company’s specific needs, keeping a careful focus on improving your ROI.
Offering:
- Transaction Entry
- Accrual Accounting
- Balance and Account Reconciliation
- P&L Review and Classification
- Monthly Close
- Financial Statements
MOST POPULAR
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.
Offering:
- 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
- Cash Flow Management
- Budgeting
- Forecasting
- Resource Planning
Outsourced Accounting 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.
Offering:
- Includes all items from
- Accounting Services
- Accounts Payable
- Accounts Receivable
- Collections
- Employee Expense Reimbursement
- Payroll
- Insurance Management
HEAR FROM OUR CLIENTS AND PARTNERS
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.
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
SEO
Citus Health, Inc.
WHY WORK WITH FINSTAT
TIME
Delegate ALL accounting and financial operations.
VISIBILTY
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
GET IN TOUCH WITH FINSTRAT
Let’s discuss your current needs and discover how FinStrat Management can support you.
