Growthink

Growthink

Reviews Summary

The reviews overwhelmingly praise the product's ease of use, comprehensive templates, and time-saving value, with many highlighting excellent customer service and professional guidance. Most ratings are 4-5 stars, noting how it simplifies business planning and offers clear, customizable tools. A few mention minor accessibility issues or hope for more tailored advice, but the consensus is highly positive, emphasizing effectiveness for entrepreneurs at various stages.

About This Listing

Business Consulting
Financial Statements
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Non-profits
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Financial Statements
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Non-profits
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License

Contact Information

Address

12130 Millennium Dr #300

Los Angeles, California 90094

Hours

Sunday Closed
Monday 8:30AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8PM-12AM
Friday 12AM-6PM
Saturday Closed

Customer Reviews

Good strategic plan template. Very good instructions. Overall very complete. There were a few things i think might have been better explained (for example SWOT- SW are internal issues with the company, and is internal looking; OT are external forces. These are alluded to, but could be better defined - took me years of strategic planning to realize the difference). Your website is flawed. After purchase, another window opens and says do not leave- your purchase is not complete. You play a video for your mark

I have just opened the download and am excited to get started with it. I love that there is a lot of detail and direction provided and that the document is an "insert to complete" style of preparation. It saves a lot of time at the development stage and decision-makers who use templates like these know what to expect and where it is located. Thanks

I am not sure where to start. First, after signing up for the business plan package and expected to start my business plan, my time was wasted with free advertising on their other services; I they give you know way to opt out of the free advertising videos. Secondly, I got a confirmation email with a Access Code and no link to start my business. Worst of all, there is no live person available to take your call, so you have to contact support via email which take about 24 hours to response. I am definitel

The template shows great promise, sparking my immediate business planning efforts upon receiving it. Its simplicity makes it easy to tackle all necessary aspects effectively.

I'm the leader of a non profit thrift store. I don't have access to good advice about growing this business. Yet, I must find a new site for the store soon in a very tight real estate situation. Growth is important or we will have to close. I'm hoping this program strengthens my understanding of what needs to get done. Also hope it will provide training ideas for my Board and staff.

Video kept me sufficiently interested to watch through to the end. Convinced me to order template and two other items included. Can't comment on them until I actually use and review them. Not thrilled to have been offered numerous additional products to purchase that I had to decline before my order for the template could be processed. Likewise, being offered a further discount - which I of course took advantage of - after agreeing to purchase at the original "discounted" price came across as a crass sales

Wow, just received the template and excited to get started on my business plan. It looks simple to work with and very customizable for my business. I needed it for trucking company and will be back to update on how the business partners or financers receive it.

Growthink is a scam!! After purchasing a simple business template for a non-profit organization, I was immediately sent to a video that was upselling me product that cost $397 and then it continued. I said "no thanks" to everything, it seemed like it went on and on like an affiliate marketing product. After receiving a confusing business plan, that looked like my business was up running for years, it gave me instructions on how fill it out in an old windows 8 format. Windows 8 no longer exits or comes with

Haven't read the business plan template yet, I am lowering my expectations of product offered after seeing how many attempts that were made to upgrade the original wanted information that I was searching for. I would think there is a better way of selling your real products than with pressure of a under valued product upgrades.

I owned a software company and when I first came to Growthink it was to get help writing a business and marketing plan with the ultimate goal of selling it. But they were able to do much more than that. The team performed an evaluation on my business as it related to other similar businesses. This was a very comprehensive report. From this we realized that I needed to drastically increase my sales and income stream. They were able to help me evaluate my online presence and increase it through SEO. They were

Writing a business plan is usually a complicated and difficult task. Growthlink's business plan template makes the whole process significantly easier by assisting you to focus on the more critical and strategic issues that need to be addressed.

Just received my documents and all I can say is Wow!! The work is done! Just entering in some specific details and information and your business plan is done in minutes! Highly recommend! Thank you!

Comprehensive business plan that is easily customized. The resources that were made available to me and having the opportunity for a professional review saved me thousands of dollars and months of time.

Outstanding template especially with the financials section taken care of. Just fill in the blanks and input the numbers. The pink/blue template matches our branding. Perfect!

Purchased other products from Growthink and I can't wait to get my hands on this Marketing Plan. Love and value these simple yet powerful tools that will help me to grow and expand my business.

Clear and easy to understand information and process, great to deal with and super smooth even from the other side of the world. Excited to be working with this product moving forward. Thanks!

I have a pretty rusty degree in business. Thought the template would at a minimum be a good outline. Spent the $98 bucks, and the pressure sales pitch was on. Add Expert Market research for only $395, add this, add that, special price! It's basically a scam - the template was a collection of information readily available for free on line - no magic formula and no time savings - you still need to put in the work to write a good business plan. The ?expert market research? is extremely generic - don't expec

Looking forward to getting started with this!! I've already spent hours developing my own business plan and am excited to get this finished!! Easy purchase

I was expecting to receive a template which related to my industry and I thought they have specific template for that, but what I received is typical standard BP template which you can find it even as free template on Microsoft world, moreover more than 10 products represented during the purchase process by seducing extra discount. I could not find it helpful.

This is an incredibly helpful service AND a very effective way to objectively evaluate the efficacy of your business idea within the context of the marketplace you will compete in TODAY. I highly recommend the service.

Growthink?s very impressive team helped us prepare material for some important discussions aimed at advancing our young business. The insights we gleaned in working wit this team strengthened our position in an important negotiation that hinged on valuation.

I have had the pleasure of engaging with Growthink over the past year, and my experience has been nothing short of exceptional. Growthink truly stands out for its unwavering commitment to detail, collaborative partnership spirit, and invaluable guidance.

The most user-friendly business plan I've seen!! Thank you for the guidance, for helping to set my future Staffing Agency up for success from Day 1!!

I had previously purchased their Market Research Report and today purchased their Business Plan Template and Presentation services. Very happy with the relationship.

BEWARE of dealing in this Growthink company and never provide them you credit card number! (They'll charge you with more unexpected charges that are non-refundable). It will add charges to your card without notification ?. and you'll notice it in your bank statement a few days later! ? (Market Research) $397US even if you don't order them!.? My Review/Testimonial is Legitimate and base on experience. Everyone else who said that this GrowThink company is great were probably PAID to write testimonials or mayb

Excited to finish my business plan. Thus far the templates are easy to download and a breeze to fill out!

I was looking for an easy way of writing a business plan and I found this cost effective template a very handy tool for writing my business plan without stress.

So far so good - I haven't used the template yet but so far the process has been simple and I look forward to getting started.

Liked their template guidance, but very disappointed in their research information for $357 that they claimed could be "dropped into the Business Plan". When I discovered that most of their information provided in this report was already dated information that was 2-3 years old, if I did what they said, my Business Plan would be trashed as it would be clear I am not in touch with today. I emailed them with my concerns, and despite their appearance they care, they never bothered to write me back. Sorry Gr

I am fortunate to have access to all the great information available here. I was lost about how to write my business plan but with the guidance here I could complete it on time.

I am very happy with the detail and ease of use on the financial model. This will give me what I need to properly plan the vision for the next 5 years.

I love how details were explained in detail. I'm excited to use business plan template and watch my company grow.

Got one of these years ago but did not make good use of it.It was amazing years ago but now the updated one is more awesome and will help me get my mind going in the right direction.

I just Started using, Easy Navigation and Quick payment acknowledgement received, Working on multiple projects with the help of Growthink.

Fast and easy professional templates that are ready as soon as you sign up. Instructions are simple to follow.

The ease of accessing the template and information was very helpful to addressing the establishment a successful business plan.

Easy to follow along with the words and pictures. Excited to get started on my business plans. Thank you.

Dave Lavinsky's offerings reflect a lot of experience and should prove very helpful for someone trying to raise funds for their business -- or just run it more effectively.

Growthink makes the business planning process easy! The template provided a quick and easy way to complete my plan and the financial model is outstanding!

I tried a different website, wasnt what i expected nor did i deem it benefical, upon my quest to find something more in line with my ecxpectations... i stumbled across Gowthink, comprehensive and useful.

What I can say so far is that if I type GrowThing into my search window and click on it from the web, I can't get to my account right away. I have to go through my email to access my account.

not as user friendly as id hoped but if your really good on a computer the business plan is excellent

Great company when creating a business plan. Provides all the steps needed to create a business plan.

Easy to use and very thorough. I would recommend to anyone looking to start a business.

Looks like a lot of great material very organized and excited to dig in! Thank you

What an amazing range of products and services. Looking forward to working with this team to Acceler8 our time to market

Super helpful and time saving! Grow Think really takes all of the confusion out of doing your business planning on your own!

It was very simple to order and step by step planning process. Look forward to success!

Absolutely perfect for what I needed. Comprehensive, easy to follow and implement. Highly recommend!

Website was easy to use and downloaded quickly. I'm going to work on it today and provide updates on how well it worked.

This process was so easy and painless. Exactly what we have been looking for!!! Thanks for this product

im so grateful for this growthink they help us complete our business plan super fast and super easy! THanks!

Quick and Easy and incredibly user friendly. Exceptionally professionally done. Absolutely will refer to others. Thank you.

It feels like an easy software guide but it is only a word doc. Be Aware.

The site is very professional, the offer is very clear and I felt good about buying from Dave and Growthink

Wrong product for my use but a quick and easy refund was issued. They made good on their guarantee.

Enjoyed the video and is optimistic about finishing my business plan in 8 hours.

Great outline of materials that help support the start up of our new venture.

Exhilarating! I feel empowered and energized to write a different narrative of my destiny, vision, calling and purpose. Thanks to Growthink!

Very easy to follow to help.complletevmy business plan Thank you

Tara was very helpful with an issue I had. She resolved it very quickly and the service was awesome!

Wow! Just what I was looking for and more! Thank you GtowThink for making my job even easier!

The template from GrowThink helped us get things immediately squared away. Thank you GrowThink!

Excellent pre-purchase presentation. Answered all my questions.

Great services! Very easy to follow.

Excited to have a business plan that make sense for my business.

so helpful and concise! great download.

Very interesting site. Looks like it will help me a lot

very easy to use. exactly what i needed.

Growthink makes the business planning process easy!Thank you

It went fine, took too long maybe?

I simply loved using Growthink's services.

The template is easy to understand and navigate.

Great resource as a solo entrepreneur!

Growthink made putting a plan together pretty easy.

Fast, efficient and thorough!

Great customer service and products.

Great price for the work

Everything in needed in one place.

A lot of value for the price

informative and easy to understand

Very satisfied with my experience

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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