The right finance team structure for a Series B startup isn’t about headcount. It’s about sequencing and layering the right expertise at the right time so your systems, statements, and stories hold up to investor and auditor expectations.

Whether your audit is 3 months away or 10 months away, here's what to prioritize now to make the process smooth and stress-free. As Kyle Geers, our Co-Founder, often reminds clients, “The best fundraising and audit outcomes don’t come from the strongest growth story; they come from the cleanest books.”

Early revenue feels like proof that your go-to-market works, but chasing revenue alone can be misleading. There's a critical difference between growing bigger and scaling smarter. 

Growth without profitability isn't sustainable. So how do you prove your business can truly scale? The answer isn't revenue. It's gross margin.