What’s the difference between Startup CFO and basic bookkeeping?

Startup CFO includes forecasting, equity planning, and strategic advisory — not just reconciliations. It’s designed to support growth, not just compliance.

How quickly will I see value?

Most founders gain clarity within 30–60 days. By 90 days, you’ll have a working forecast and a repeatable cadence for decision‑making.

Do you work with pre‑revenue startups?

Yes. We support founders from idea stage through Series A and beyond. Our goal is to build clarity early so you can scale with confidence.

Is this a long‑term commitment?

Startup CFO engagements typically run 3–6 months. Many founders continue on a quarterly or monthly cadence as their business grows.

Startup & Emerging Businesses

Whether you're pre‑revenue or preparing for Series A, Lattice Group helps you turn financial chaos into clarity. We build startup‑ready systems that protect your equity, extend your runway, and give you the confidence to make real decisions — all led by a licensed CPA with a decade of finance and tax experience.

You’ll walk away with clean books, a living cash forecast, and a strategic roadmap that connects operations, taxes, and growth.

Common Startup Challenges

•    Disorganized books and unclear runway
•    No visibility into burn rate or hiring capacity
•    Equity decisions made without tax foresight
•    Investor conversations without financial confidence

Our Solution: Strategic Clarity from Day One

At Lattice Group, we don’t just clean up your books — we build the financial infrastructure that supports your next raise, your next hire, and your long‑term vision.

Every engagement begins with a short Diagnostic and ends with a prioritized 30‑ to 90‑day action plan tailored to your business.