CFO Services | GrowthLab Financial Services

Florida CFO Services

We want to hear from you!

ABOUT US

We don’t believe in prescribed solutions, quick fixes, or a detached, surface-level approach. Instead, we dive deep with you to find the right solutions to take your business to the next level.

You’ll have your own team of GrowthLab business, financial, and marketing professionals by your side to discover and implement the best practices that suit your unique needs.

Your success is our success. We’re in it with you.

WHAT WE OFFER

CFO Services
CFO strategy provides the seeds to fuel growth and the underlying pressure to drive consistent execution.

What we do:
- 409a Valuations
- Accessing Capital
- M&A Transaction Advisory
- Employee Compensation
- Succession Planning
- Bank Restructuring Advisory
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Business Bookkeeping
Your books are the foundation of your financial value stream. Make certain that they are clean, clear, and complete.

What we do:
- Historical Cleanup
- Bill Pay
- Actuals-to-Budget Reporting
- Grant Accounting
- 1099 Processing & Filing
- Reconciliations
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Financial Planning & Analysis
Financial Planning & Analysis starts with business strategy, robust accounting, and cadence in reporting.

What we do:
- 13-Week Cash Flow
- Budgeting
- Long-Range Financial Model
- Board Reporting
- Investor Communications
- Cap Table Management
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Tax Consulting
Tax strategy brings the planning pieces together in a way that keeps you in compliance and maximizes tax savings.

What we do:
- Tax Strategy
- Tax Filing
- Transaction Advisory
- R&D Tax Credits
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409A Valuations

A 409A for start-ups ensures that the company can be in compliance when granting options.

It is meant to ensure that the proper federal income taxes are paid on deferred compensation plans, but it also ensures that company options are covered by the IRS Safe Harbor.

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Marketing
We live in a world where technology is both a blessing and a curse. At GrowthLab, we leverage technology and data to inform your next steps in the marketing realm.

What we do:
- Data Analytics
- Inbound Content Marketing
- Outbound Sales Campaigns
- Website Optimization
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Learn More About Our Florida Outsourced CFO Services

WHY WORK WITH US

Deliverables

Through transparency into the workflow, you’ll know exactly what you’re getting and when it's getting delivered to your team.

Personalized Team

Your team will be handpicked to provide you with the expertise and assistance you need to move your business forward.

Collaboration

We work together to develop workflows and processes that fit your business. We don’t believe in a prescribed way of doing things.

Transparency

We are open and honest about our plans and operations. When we foster transparency and honesty, we create a culture of trust amongst our team and customers.

Our Florida Customers

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Our Local Florida Favorites

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GrowthLab, a Finance-as-a-Service (FaaS) company serving founders and management teams with full-service Financial Planning & Analysis, Monthly Accounting, Virtual CFO, HR-People Advisory, and Business Tax.