Case Study

How to Focus Energy on Your Business, not in Your Business

A fast-scaling energy company came to GrowthLab for help with accounting and financial management. Despite impressive growth, they lacked the internal infrastructure to keep up with day-to-day bookkeeping and long-overdue tax filings. They needed operational clarity, fast.

Challenge

High Transaction Volume, Missed Tax Filings, and No Financial Cadence

Industry

Energy

Services

• Accounting Management
• Back-Office Cleanup
• Tax Support

Big Growth, Disorganized Books

This company in the energy industry came to GrowthLab for help with their accounting and financial management. With their massive growth, came challenges with keeping up with the accounting, and needed some higher-level support to help provide additional guidance. At the end of the day, we believe financial management comes down to cadence and accountability. 

This is common in any industry… not just in the energy consulting space. If you're not comfortable or don’t know how to do your books, it will be difficult for you to keep everything up to date. Some standard practices for keeping your books clean is taking a look at your finances on a regular cadence, or having someone like GrowthLab who can manage your books for you. 

Systems That Catch Up and Keep Up

GrowthLab implemented:

• QuickBooks Online for streamlined, cloud-based accounting
• A transaction coding cadence every other day to stay ahead of volume and flag irregularities
• A structured catch-up plan for overdue tax filings, including full reconciliations and supporting documentation
• Payroll software integrations for employee data and compensation tracking

We prioritized consistency, visibility, and the ability to scale the system with the company’s pace.

Clean Books, Tax Compliance, and a Launchpad for FP&A

With reconciled financials and real-time reporting, the company is now compliant, audit-ready, and operating with confidence. Our ongoing cadence ensures accuracy and reduces surprises.

What started as an accounting engagement has now expanded into FP&A support, including:

• Forward-looking cash flow models
• PPP loan support
• Compensation planning



Together, we’ve built a foundation for sustained growth and strategic decision-making.

Advice for Other Business Leaders

Growth without structure creates friction.

You need:

1. Regular reviews to stay ahead of transactional volume
2. Accurate books to ensure tax and legal compliance
3. A financial partner that grows with your ambition
   

Final Thoughts

GrowthLab helped this energy company shift from reactive to proactive financial management, freeing up leadership to focus on building the business, not backtracking on the books.