The Ultimate Finance Checklist for Startups

A proven guide created by Startup CFO experts.

Are you doing everything you should at this stage of your business? Chances are you could be doing more. From tax incentives to automation to cashflow management, our Ultimate Finance Checklist for Startups will help you gain insights on how to be more efficient and effective with your financial decisions.

Get your free copy.

Download the Ultimate Finance Checklist for Startups now, offering 50+ checkpoints for all stages of your business.

YesWant Additional Financial Insight?

Check the box if you’d like to learn more about products and services that can help your financial wellbeing, including a FREE Financial Model.

BUSINESSES WE'VE HELPED:

How Can this Checklist Help Your Business?

Every stage of a business is different, and every business faces its own challenges. But there are certain checkpoints along the way that will keep your company on the right financial path.

Seed Stage

Are you trying to secure funding? Is managing finances taking up too much of your time? This Checklist can help you assess your:

  • Accounting systems and processes
  • Long-term planning and analysis
  • Budgeting and forecasting
  • Fundraising

Scale-up Stage

You've got traction and are accelerating your growth. Now it's time to determine how best to manage it, which includes:

  • Employee compensation
  • Investor reporting
  • Sales and marketing optimisation
  • Customer analytics

Exit Stage

Preparing to sell your business is no simple task. This Checklist will help you be better prepared for the sale process, including:

  • Financial due diligence
  • Risk mangement
  • Tax efficiencies
  • Sale price negotiations

Financial Support You Can Trust

Ralston is the creator of the Ultimate Startup Finance Checklist. Like every determined startup that believes in what they're doing, Ralston is dedicated to working hard and delivering at all costs. Growth is not a guarantee. Success is not a given. It takes skill to put the right financial plan together and courage to speak the hard truths. That's what they do, day in and day out. All to ensure their efforts help send you well past your finish line... whatever that may be.

Kyle Brennan
Nick Jannsen
Russell Day
Katy Akele
Chloe Hanse
Raheem Olaniyonu

Get your free copy.

Download the Ultimate Finance Checklist for Startups now, offering 50+ checkpoints for all stages of your business.

YesWant Additional Financial Insight?

Check the box if you’d like to learn more about products and services that can help your financial wellbeing, including a FREE Financial Model.

Don't waste any more time wondering.

This Ultimate Finance Checklist for Startups will give you peace of mind that you're doing everything you should be doing at this stage of your startup. All you have to do is:

  • 1
    Download the Checklist.
  • 2
    Take 10 minutes to read through it.
  • 3
    Find multiple opportunities that will help you meet your startup goals.