E-Book: Navigating the Financial Maturity Curve

Our comprehensive e-book, “Navigating the Financial Maturity Curve: Scaling Your Finance Function from Startup Through Maturity,” provides a strategic roadmap for companies at every stage of growth. This essential guide helps founders, CFOs, and financial leaders understand how to scale their finance function effectively as their business evolves.

What You’ll Learn:

• How to build and scale your finance team based on your company’s current growth stage
• The optimal structure for your people, processes, governance, data, and financial technology at each stage
• Strategic timing for key hires and recommended FTE counts based on revenue ranges
• When and why to outsource accounting and financial services

The Financial Maturity Curve:

The e-book breaks down financial needs across five critical growth stages:

Pre-Revenue/Seed Stage

• Focus on expense tracking, burn rate management, and understanding capital needs
• Typically requires 0-1 FTEs or outsourced support

Early-Stage ($500K-$5M)

• Transition beyond spreadsheets to basic accounting software
• Begin revenue stream analysis and move to accrual-based accounting
• Typically requires 1-2 dedicated finance FTEs

Growth ($5M-$20M)

• Implement core financial systems and ERPs
• Develop budgeting, planning, and forecasting capabilities
• Typically requires 3-5 FTEs including controller and accounting staff

Expansion ($20M-$50M)

• Build specialized roles in FP&A and revenue management
• Prepare for audits and potential liquidity events
• Typically requires 5-10 FTEs across various finance disciplines

Maturity ($50M+)

• Focus on efficiency, optimization, and strategic guidance
• Streamline complex workflows and tech stack
• Typically requires 10+ specialized FTEs

At LBMC W Squared, we help companies scale their finance function at every stage of growth, enabling leadership to focus on core business activities while increasing company valuation. Contact us today to see how we can help your organization navigate the financial maturity curve.