Accounting & Finance for Startups That Want to Scale

GrowthLab provides a comprehensive suite of services tailored for early-stage companies. 

This includes handling your day-to-day bookkeeping, providing financial planning & analysis (FP&A) insights, proactive tax planning and compliance, and even HR advisory services. 

In essence, our team covers all core finance functions, helping you manage financial operations and make informed decisions to drive your startup’s growth.

Our Startup Accounting & Tax Package covers the essential financial groundwork for an early-stage company. 

It includes:

• Monthly bookkeeping to keep your financial records clean and up-to-date for better decision-making.
• Quarterly controller oversight to ensure your books are properly closed and reviewed for board and investor reporting.
• Comprehensive tax support, including annual tax preparation, R&D tax credit reviews, and multi-state tax (nexus) compliance – keeping you fully compliant while maximizing eligible savings.
• Key compliance filings such as Delaware Annual Report submissions and 409A valuation assistance for stock options, covering important requirements often forgotten by busy founders.

The Strategy Package provides CFO-level financial strategy and guidance to help you scale. It includes services like:

• Financial planning support – we help you build an annual budget and review your long-term financial plan to ensure your numbers align with your growth story.
• Financial infrastructure review – CFO-led reviews of your chart of accounts and accounting systems to make sure everything is optimized for your business’s reporting needs.
• CFO advisory meetings – regular (quarterly) check-ins where your GrowthLab fractional CFO reviews your financial performance and provides strategic advice as you grow.
• Equity management assistance – help with cap table setup and scenario planning so you can understand ownership stakes and dilution before future funding rounds.
• Board and tax support – guidance in preparing quarterly board reports and proactive tax advisory each quarter to keep you on track and in compliance.

Getting started with GrowthLab is straightforward. 

We typically begin with a demo call to discuss your startup’s needs and challenges.

From that conversation, our team will craft a customized enagagement detailing how we can support your business goals. 

Once you decide to move forward, we guide you through a seamless onboarding process—introducing you to your dedicated GrowthLab finance team, setting up our cloud-based tools, and integrating with your financial systems so we can hit the ground running. 

GrowthLab specializes in getting startups investor-ready. We help by developing solid financial models and forecasts, refining your pitch deck, and ensuring you have proper financial controls in place. 

Our team knows what investors are looking for – with clean books, credible projections, and a well-thought-out financial strategy, you’ll be able to present a compelling case to investors and build a foundation for sustainable growth.

If your business struggles with budgeting, forecasting, or understanding its financial performance, FP&A services can help. GrowthLab’s FP&A team provides the insights and tools you need to make data-driven decisions and achieve your financial goals.

When you partner with GrowthLab, you gain an entire finance team invested in your success. You’ll have your own team of GrowthLab business, financial, and marketing professionals by your side, working closely with you to implement best practices tailored to your company.