Build Your Annual Budget

You need an annual budget to execute against. We help you build your budget and align it with your targets, hiring, and goals.

Review Your Long-range Plan

We will review your financial forecast to ensure that it ties to the story you are taking to market to raise capital and we willl help you apply our 10-steps to business modeling.

CFO Review: Chart of Accounts

Your chart of accounts in your general ledger may seem boring. We ensure that it aligns with your information needs, accounting procedures, and reporting requirements.

CFO Review: Accounting Systems

Many startups have not completed a review of their accounting policies, procedures, and systems. GrowthLab makes sure these are optimized for your business.

Quarterly CFO Meeting

You don't need a full-time CFO. Your GrowthLab CFO will be your partner providing a review and advice each quarter as you raise capital and ramp up operations.

Cap Table Setup & Management

We know cap tables. We love cap tables. Whether you want to manage in Excel, ShooBx, or Carta, we have you covered.

Cap Table Scenario Planning

Equity is your most valuable asset. You need to be able to run future-looking scenarios of who owns what after your anticipated raise.

Quarterly Board Reporting

Your quarterly board meetings are important, but shouldn't distract you from building value. We help you prep and run your board meetings.

Quarterly Tax Advisory

Tax planning is important. Whether it's R&D Tax credit reviews, nexus discussions, or tax planning for an LLC, our tax team can help guide you.