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Good morning founders,

Let’s chat about gearing up for Q4. You know how the last quarter of the year can sneak up on you and suddenly it’s crunch time? Don’t sweat it—we’ve got your back. This week, we're all about setting you up for a strong finish.

We’ve rounded up some top tools and killer strategies to help you crush your year-end goals, whether it’s boosting sales, fine-tuning your marketing, or streamlining your operations.

Talk soon,

Jonathan Engle

Founder/CEO Startup Stack

📋 Q4 Survival Checklist📋

Tools to Help Crush Your Year-End Goals

Forecastr

• Leverage top-notch financial modeling to plan ahead.
• Tap into one of the best fractional CFO services to guide your financial strategy.

Tax Hive

• Align your business and personal tax strategies for maximum savings.
• Get the tax planning most CPAs overlook, endorsed by Mr. Wonderful.

Monday.com

• Stay organized with streamlined workflows and task automation.
• Boost team collaboration to stay on track through Q4.

Savvi Legal

• Access full lifecycle legal support for your startup's critical needs.
• Use their integrated platform to secure financing and navigate legal challenges.

HubSpot

• Supercharge your marketing with an all-in-one CRM.
• Automate customer outreach and streamline your efforts for Q4 success.

⛳ Capsoft 1st Annual Golf Tournament ⛳



Capsoft is hosting its first-ever golf tournament on September 26, 2024! Located at Cedar Hills Golf Club, join them for a day of golf, networking, and amazing prizes from sponsors like the Utah Jazz! And remember...just kidding I said it last week ;)

Date: September 26, 2024

Location: Cedar Hills Golf Club, 10640 N Clubhouse Dr, Cedar Hills, UT 84062

What’s in store:

• Golf on a beautiful course
• Breakfast, lunch, and networking
• Raffle prizes like Jazz suite tickets, PGA tour passes, and a $5,000 charity donation

Message Michael Payne to get your free VIP code and secure a spot ⛳

🍽️ Ask an Expert Networking Lunch 🍽️



Join us for the Ask an Expert Networking Lunch on October 18, 2024! Connect with industry professionals, receive tailored advice, and network with fellow founders—all while enjoying a great meal

I know I've said it before but a reminder that if you complete the Startup Snapshot before the event, you'll get an even more in-depth review, of your results with top industry experts!

Date: October 18, 2024

Time: 12:00 pm - 2:00 pm

Location: Tax Hive 260 S 1200 W, Orem, UT 84058, USA

What to Expect:

• Expert introductions on areas of discussion
• Network with your peers to end the week
• Enjoy delicious food with friends

We’ve given you the tools, now it’s time to put them to work. What’s the one area of your business you’re focusing on improving this quarter?

Whether it’s streamlining operations or ramping up your marketing efforts, there’s a tool on this list that can make the difference.

Hit reply and let us know your top priority for Q4—we’d love to hear what’s in store for you!

Interested in more?

Check out these blog posts and other forms of content we've put together for you.

All the best,

Jordan De Filippis

Marketing

Startup Stack