Financial Planning & Analysis

Plan, Execute, Measure, Adjust & Repeat.

Plan, Execute, Measure, Adjust, and Repeat.

Financial Planning & Analysis starts with business strategy, robust accounting, and cadence in reporting.

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

Talk To Your New FP&A Team Today

Talk To Your New FP&A

Team Today

It's time you get the data & analysis you need at your fingertips, without having to manage an internal team yourself.

Plan, Execute, Measure, Adjust & Repeat.

Plan, Execute, Measure, Adjust, and Repeat.

Financial Planning & Analysis starts with business strategy, robust accounting, and cadence in reporting.

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

Talk To Your New FP&A Team Today

Talk To Your New FP&A

Team Today

It's time you get the data & analysis you need at your fingertips, without having to manage an internal team yourself.

WHY WE ARE THE BEST FIT

At GrowthLab, we manage your annual financial planning cycle & deliver your monthly financial analysis. 


Financial planning bridges the gap between your accounting and your business strategy. It starts with your Long-range Plan and continues with your Annual Operating Plan. 


Your LRP helps develop and distill your longer-term business strategy; it is a powerful planning tool for those companies focused on understanding capital and resources needs. We utilize tools like Shoebox, Jirav and Carta to help achieve these goals.


Your AOP is your annual 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. 


Ready to get started?

WHAT WE DO

We offer a wide range of services to meet every type of businesses financial planning needs.

13-Week Cash Flow

Short-term cash flow is managed with a 13-week cash flow, which provides a structured method of reviewing all your vendor payments and customer receipts, week by week for the next 13 weeks.

Grant Accounting

 Grant recipients are responsible for post-award grant administration and accounting, including expenditure analysis, approvals, and financial reporting.

Long-Range Model

Business modeling, or long-range planning, is the process of translating your operational road maps and targets into a 3-5 year financial projection. This most effectively helps you in communicating your goals and execution plans.

Budgeting

An Annual Operating Plan (AOP) is your budget grounded in the operational and financial plans of the business. Your AOP is your tool to provide real-time feedback and organizational alignment. 

And much more...

Monthly Pricing

FP&A Level 1

starting at

$2,000

Per month 



  • Annual Operating Plan
  • 3-Year Long Range Plan
  • Financial Planning Platform (Basis, Jirav, Fathom)
  • Monthly Operations Meeting
  • Monthly Actuals-Budget Meeting


** Must be on QBO/Xero**

FP&A Level 2

starting at

$2,500

Per month 

Includes everything in the Bronze Package, plus:


  • Investor/BOD Reporting
  • 5-Year Long Range Plan
  • 12-Month Cash Flow Plan
  • Quarterly CFO Meeting
  • Quarterly BOD Meeting W/ Analyst

CFO Lite

starting at

$4,000

Per month 

Includes everything in the Silver
Package, plus:


  • 13-Week Cash Flows
  • Employee Reviews
  • Performance Pay Planning
  • Monthly CFO Check-In
  • Quarterly BOD Meeting w/ CFO

About Us.

WHO WE ARE

GrowthLab strives to become a part of your internal data and finance team. Our FP&A team works closely with your department heads to get them the data they need, analyzed and output when they need it. Whether it's your annual budget, a weekly cash flow plan, or communications to your Board and Investors, we're here to support your growth. 


Through the early days of go-to-market, through the later stages of acquisition or transitions, you have access to a team that knows you, and that can support various needs - without you having to hire for multiple roles. 

Looking for support in your FP&A department? Looking to start an FP&A department from scratch? We’re here to help!

Book a Time With Our Team
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