THE FORMULA FOR BETTER FINANCE.

A Lab of Services

Fractional CFO Services

  • Budgeting and forecasting

  • Cash flow and runway analysis

  • Strategic financial planning

  • Financial modeling

  • Unit economics and margin analysis

  • Board and investor reporting

  • Scenario planning

  • Fundraising support

  • Capital structure and treasury guidance

  • M&A and deal readiness

Advisory & Financial Infrastructure

  • Custom dashboard development

  • Operational financial strategy

  • SOP and internal controls documentation

  • Audit prep and schedules

  • Grant and compliance alignment

  • Board and KPI reporting

  • Cross-functional budget planning

  • System automation

  • Policy and process design

  • Financial team training

Bookkeeping & Accounting Operations

  • Monthly bookkeeping

  • Bank and credit card reconciliations

  • Month-end close process

  • Accounts payable/receivable

  • Payroll coordination

  • Sales tax tracking

  • QuickBooks/Ramp/Bill.com setup

  • Expense policy implementation

  • GAAP adjustments

  • Transaction categorization

Other Custom Support

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Inside our Lab

The Finance Lab is a modern strategic finance consultancy led by a seasoned executive with over 15 years of hands-on and C-suite experience. We specialize in partnering with mission-driven organizations, fast-scaling startups, and civic-minded institutions to turn financial complexity into clarity and momentum.

Founded by a strategic finance leader who has built and led finance departments from the ground up, The Finance Lab blends executive-level strategy with roll-up-your-sleeves execution. We’ve driven multimillion-dollar budgeting processes, overhauled internal controls, led pre-audit preparation, implemented systems like QuickBooks, Ramp, and Bill.com, and built financial models that drive real decision-making—not just PowerPoint decks.

At our core, we believe financial operations should empower people, not slow them down. Whether your organization needs fractional CFO support, cross-functional budget planning, grant and compliance alignment, or simply a clearer picture of cash and capacity—we help teams take control of their numbers and tell a better financial story.

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