How to scale your finance stack

How to scale your finance stack

Make sure your startup’s finance evolves as the business scales.

In this newsletter we talk about various systems to be built when you scale the business.

Stage: Seed

Focus: Accounting & Tax

At the earliest stages, startups need to focus on getting their accounting and tax set up correctly, and implementing basic financial systems, controls, and reporting.

Action Steps:

  • Implement accrual accounting
  • Set up HR and payroll systems
  • Select banking partners and set up banking
  • Ensure corporate tax compliance
  • Configure monthly reports
  • Set up customer collection systems

Stage: Pre-Series A

Focus: Modeling & Fundraising

The next focus is to build long-range plans to validate business model and unit economics and prepare to raise their Series A.

Action Steps:

  • Financial modeling and long-range planning
  • Revenue model and unit economics assessment
  • Financial metrics
  • Prepare for Series A
  • Cap tables, valuation, and equity dilution

Stage: Series A

Focus: Financial Planning & Analysis

At Series A, startups should implement robust planning and reporting processes, whereby they establish financial plans, report on financial results against plan, and regularly update forecasts.

Action Steps:

  • Financial Planning & Analysis (FP&A)
  • Planning and forecasting processes
  • Scenario planning
  • Financial reporting
  • KPIs & data analytics
  • Sales compensation structures
  • Series B fundraise prep

Stage: Series B+

Focus: Scaling Strategic Finance

Key finance needs for startups at Series B and beyond can include more detailed analysis of financial metrics and performance data, M&A, and international expansion.

Action Steps:

  • Enterprise-level financial system
  • M&A
  • Audit prep

Remember, creating a scalable finance team is more than just adding team member.

Reach out to our expert can to understand how Jordensky can assist you with scale finance back office.

Stay financially savvy!

Akash from Jordensky


Interested in learning more about Jordensky? Watch our 8-minute demo here .

Still managing your own books? Learn how Jordensky can help you save time and get the financial data you need for better business decisions.

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