Financial Planning & Analysis

Plan, Execute, Measure, Adjust, and Repeat.

FP&A starts with business strategy, robust accounting, and cadence in reporting.

At GrowthLab, we manage your annual financial planning cycle & deliver your monthly financial analysis. Financial planning bridges the gap between your accounting and your intended business strategy. Financial planning starts with your Long-range Plan (LRP) and continues with your Annual Operating Plan (AOP) and monthly measurement. Your LRP helps develop and distill your longer-term business strategy; it is a powerful planning tool for those companies focused on multiyear growth with an eye towards capital and resources needs. Your Annual Operating Plan (AOP) is your budget that helps you define and measure how people, capital and other resources will be leveraged, allocated, and measured in achieving your company’s goals. Everything else in between is about measuring and defining counter measures in achieving your goals.

Financial Dashboard Package

Starting at $400

What's included?

We leverage our standard tech stack to deliver timely and complete financials to you monthly.

Services Include:

  • Monthly Review of Financials
  • Monthly Review of Actuals-to-Budget
  • Always-on, cloud-based, financial dashboards

Annual Planning Package

Starting at $1,250

What's included?

We leverage our standard tech stack to deliver timely and complete financials to you monthly.

Services Include all Dashboard Package Services, plus:

  • 12-month cash flow planning
  • Building of Annual Operating Plan (AOP; aka, your budget)
  • Mid-year AOP Update
  • Long-range Plan (LRP)

13-Week Cash Flow Package

Starting at $200/wk

What's included?

We leverage our standard tech stack to deliver timely and complete financials to you monthly.

Weekly Services Include:

  • Meeting to discuss & plan cash
  • Review of cash balance
  • Review of Accounts Receivable & Collections
  • Review of Accounts Payable & Bills
  • Weekly plan of payments & receivables

We have been growth partners with over 350 customers.

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