GrowthLab Financial Services, Inc.
GrowthLab Financial Services, Inc.

GrowthLab Financial Services, Inc.

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Introduction: Ease of Access - What good does it do if you have transactions completed but you can't actually see them updated in your business' financial picture? GrowthLab uses cloud-based software for file management and transfer, accounting software, and document signing. Your bookkeeping will be up to date, but better yet, at the tip of your fingers. It doesn't matter where you are in the world, if you have an internet connection, you will be able to see all the reports you need. Team Problem Solving - One of the most unique and valuable resources you will get is our awesome team. But rather, YOUR team! You won't just get randomly matched with one bookkeeper, you will get a team that is hand selected based on the best fit for your business. But don't worry about the transfer of information, because each team has a team leader who will be your main point of contact. We're Local - Honestly, I'm not too sure I understand the craze around online, virtual bookkeeping services. Bookkeeping is personal. Your sales transactions and business operations are not the same as the business across the street, so why are they being automated by computers and treated like that? Work with your GrowthLab team in person and ask as many questions you want, and sleep well knowing that they were properly accounted for when tax season comes. Fixed Pricing - Long gone are the days of paying hourly for your bookkeeper. We know that came with headaches - for both of us! What happens when you have some transactions that need a little bit extra attention one month? Don't worry about paying an extra $500 to get it solved. We will put you in a fixed price monthly package that will include your software and team. Know what your paying each month and know that it will ALWAYS get done. We enjoy helping small businesses and startups grow. We have worked with hundreds of different businesses, in different industries and at different growth stages. The challenge in finding new ways to help them optimize or scale their business motivates us daily.
Overview

Hired 7 times

25 employees

37 years in business

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Reviews
Great 4.7

6 reviews

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pro avatar
Richmond A.
Nov 26, 2015
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Hired on Thumbtack

Hired on Thumbtack

Accounting
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Bonnie H.
Jan 4, 2017
Performance is totally dependent on bookkeeper assigned to client. Andrea Urresta is very strong in her skill set and looks for ways to improve or increase skill set. The teamwork approach is great on paper but not very well implemented. The newer bookkeepers are not consistent with practices and transfer between bookkeepers requires more time than generally allotted. The "procedures" are crucial but not all bookkeepers stay on top of them or know how to write them for another bookkeeper to use successfully. If the need arose for outside bookkeeping services, I would turn to GrowthLab but would have very specific procedures in place and limited tasks to be completed. Excel skills coupled with analytical skills would have to be supplied by an extremely experienced bookkeeper (Andrea) or by someone outside of GrowthLab. I would recommend this company to a small entrepreneur who needs bookkeeping assistance in conjunction with an accountant.
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Korey M.
Jan 2, 2017
Everyone I have worked with has been extremely helpful, patient, and knowledgeable.
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Kathleen M.
Jan 2, 2017
GrowthLab handles all my bookkeeping needs. They had quite a mess to clean up when we started, only because we were growing rapidly and didn't have a good system in place. Once I got partnered with the right person, we have made great strides and so many great changes. I now feel I have accurate accounting of our financial position and am in a good position to start the New Year. In addition, I have greatly benefited from Dan Gertrudes advice over the years. He has suggested so many positive actions that have changed the course of my company. He is my first call when I don't know what to do. I cannot recommend GrowthLab enough!
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Howie S.
Jan 18, 2017
Growthlab has helped us synchronize and manage multiple business lines that contribute to the success of our non-profit mission. They have kept us organized through 3-years of rapid growth and enabled us to stay ahead of complex bookkeeping challenges, all with a friendly and personal touch. They are part of our team!