Bookkeeping, CFO, and tax services for startups and small businesses.
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Learn & Grow
Who we are
We take pride in our small, US-based team of highly skilled accountants, fractional CFOs, and tax experts who are devoted to establishing a solid financial foundation for your company.
Having collaborated with hundreds of businesses, from single-person ventures to teams of up to a hundred members, we possess the expertise to guide your firm towards financial success.
CFO Services
Get expert CFO consulting to make smarter financial decisions, optimize cash management, secure funding, and achieve growth.
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Bookkeeping
Streamline your business with our premium bookkeeping services: accurate records, scalable solutions, and comprehensive reporting.
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Cash Flow Management
Optimize cash flow and achieve sustainable growth with our comprehensive cash flow management insights and strategies.
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Why Choose Us
Why we're different
We’re trusted by hundreds of companies because we’ve helped countless startups achieve success.
- Specialized outsourced accounting for small businesses and startups ready to expand.
- Streamlining financial operations with advanced accounting technology.
- Experienced financial advice to manage challenges and plan strategically.
Our Services
The modern accounting solution
By seamlessly integrating cutting-edge technology with innovative strategic approaches, we deliver a superior accounting experience that streamlines processes, enhances efficiency, and empowers our clients to make informed financial decisions.
Accounts Payable
Streamline your accounts payable and receivable processes with our comprehensive solutions that leverage technology
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R&D tax credit services to help businesses unlock extra cash, reduce tax liability, and
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Automation
Transformative automation solutions help businesses streamline their accounting processes, boost productivity, and gain valuable
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It's out pleasure to have a chance to cooperate.
Case Study
See our work with clients
From AI startups securing millions in funding to SaaS unicorns revolutionizing industries, to the ambitious entrepreneur launching a thriving e-commerce business from their garage, we've partnered with a diverse array of companies across the United States to help them achieve success.
Client Reviews
What our customers are saying
We're proud to support a thriving community of startup founders and small business owners who have embraced our innovative solutions to drive their success.
CFO Services
Accelerate Your Growth with Expert CFO Guidance from Learn & Grow
Learn & Grow's CFO Services empower you with the strategic financial insights and forecasting necessary to make informed decisions, streamline your operations, and captivate investors.
- Learn & Grow CFOs build tailored financial models to provide strategic forecasts based on experience with hundreds of similar companies.
- Partner with Learn & Grow to manage expenses & implement cash strategies and gain spending clarity to optimize efficiency and extend runway.
- Boost fundraising with a Learn & Grow CFO who will craft a compelling story and financial model & optimize valuationand guide you through the capital raise process.
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Abraham Linkon
Founder, E-commerce brand
"I went through 5 bookkeepers before Learn & Grow, so it was refreshing to find a team who understood Amazon and Shopify and helped me with my unit costing. They caught an error with our supplier that ended up helping me to ramp up a more profitable SKU. Total game changer"
Amanda Brown
Marketing Agency
"Before working with Learn & Grow, I dreaded tax season. As an agency owner with multiple income streams, I never knew if I was doing my taxes right or missing out on important deductions. My CFO partner at Learn & Grow helped me get organized, plan ahead to maximize tax savings, and breeze through filing my returns. I have total peace of mind now".
Mike Wazowski
SAAS Founder
"Learn & Grow was instrumental in getting us audit-ready for our funding round. Their expertise helped us configure our systems, breeze through due diligence, and gain crucial insights into our unit economics and margins. They delivered tangible results and were a pleasure to work with."
Mike Emma
Owner Cupcake Chain
Learn & Grow has been an essential partner in helping me launch and scale multiple locations. From setting up our accounting systems to providing monthly insights into our financial health, they've been with me every step of the way. When the pandemic hit, my CFO's guidance was critical in securing PPP loans, managing costs, and mitigating exposure. Without Learn and Grow, I don't know if we would have survived. I'm so grateful for their expertise and support.
Our Blog
Read Our Latest Insights
Weekly, our team crafts blog articles as free resources to support your growth and deepen your understanding of the business world.
30 Jul
- By Tyler Barr
- No Comments
Top 10 Mistakes Founders Make When Scaling a Startup (and Advanced Strategies to Overcome Them)
Scaling a startup is an exciting and challenging journey that requires careful planning, execution, and adaptability. However, many founders
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06 Jan
- By Tyler Barr
- 1 Comments
Demystifying Default Zero: Understanding the Concept in the Startup World
In the dynamic and fast-paced world of startups, entrepreneurs and investors often come across various terms and concepts that
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06 Jan
- By Tyler Barr
- No Comments
10 Reasons Why Startups Fail to Secure Funding
Starting a business is an exciting and challenging journey, but one of the most critical aspects of success is
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Frequently Asked Questions
I have a bookkeeper, why do I need Learn & Grow?
As an entrepreneur, you know when you’ve outgrown your bookkeeper, but the thought of switching can be daunting. Sticking with an outdated solution can lead to serious consequences, like damaged client relationships, missed funding opportunities, and even bankruptcy.
That’s where Learn & Grow comes in. We’re not just another bookkeeping service – we’re your partners in growth. Our team will implement cutting-edge technology to streamline your financial operations and provide you with proven strategies to achieve your wildest business dreams.
Making the switch to Learn & Grow might feel like a leap of faith, but it’s a leap worth taking. With our support, you’ll gain a clear picture of your financial health, make smarter decisions, and set your business up for long-term success. Don’t let fear hold you back – embrace the change and discover how Learn & Grow can help you turn your entrepreneurial vision into a thriving reality.
How is Learn & Grow different from other bookkeeping services?
1. Entrepreneurial mindset: As fellow entrepreneurs, Learn & Grow has firsthand experience with the challenges of running a business. This allows us to provide strategic advice and implement proven strategies to help clients succeed.
2. Focus on strategy: Rather than just handling basic bookkeeping tasks, Learn & Grow partners with clients to develop and execute strategic plans for growth and scalability. We serve as a sounding board for ideas and help build systems to support the client’s vision.
3. Efficiency through technology: Learn & Grow embraces technology to streamline processes and improve efficiency. This focus on innovation sets us apart from more traditional bookkeeping firms.
4. Quality over rapid growth: Unlike some firms that outsource and prioritize rapid expansion, Learn & Grow is conscious of its growth and invests in its staff to maintain a high-quality service. We carefully select clients we believe they can scale with over the long term.
5. Direct service vs. outsourcing: Many bookkeeping firms outsource work, which can lead to inconsistencies and lower quality. Learn & Grow handles the work directly to maintain control over the process and deliverables.
Can Learn & Grow help my business with financial forecasting and budgeting?
Absolutely. Our CFO consultants are experts at building customized financial models to forecast your revenues, expenses and cash flow. We’ll work closely with you to create realistic budgets and action plans to keep your business on track. With Learn & Grow, you’ll always have a clear view of your financial future.
What's included in Learn & Grow's service packages?
Learn & Grow offers comprehensive finance packages starting at just $1,000 per month – a fraction of the cost of a full-time CFO. All packages include monthly profit & loss statements, balance sheets, and cash flow reports, giving you a clear, accurate picture of your financial health.
Need more than just the financials? Our CFO mentoring package provides you with a dedicated finance expert to help guide your strategic decisions, while our AP & AR package ensures your invoicing and bill pay are running like clockwork. Looking to secure funding? Our fundraising prep package helps get your financials in tip-top shape to wow investors. And if managing cash is keeping you up at night, our cash flow modeling package will help you predict and navigate any cash crunches.
