Fractional CFO

Services That

Scales with You

Financial Solutions for B2B SaaS Companies

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SERVICES WE OFFER

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FINANCIAL ANALYSIS AND ADVISORY

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BOARD AND SHAREHOLDER UPDATES

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BALANCE SHEET AND ACCOUNT RECONCILIATION

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P&L REVIEW AND CCLASSIFICATION

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Financial Statements

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Performance Dashboards

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Cash Flow Management

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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.

 

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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

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.

 

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 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

 Melissa Kozak

SEO

  Citus Health, Inc.

WHY WORK WITH FINSTAT

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TIME

Delegate ALL accounting and financial operations.

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VISIBILTY

Web-based financial dashboards to include all salient metrics.

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BUSINESS INTELLIGENCE

In-depth interpretation of KPIs and metrics.

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CONFIDENCE

Inspire stakeholders with GAAP-compliant financial record accuracy and control

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SUPPORT

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

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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.