Filtra per genere
- 63 - Scaling with Intention: Luke Templin on EOS and Working On Your Business
In this episode of The FaaS Evolution, Luke Templin shares the transformative power of the Entrepreneurial Operating System (EOS) for service-based entrepreneurs looking to grow their businesses strategically.
Luke, founder of a2 advisers and CEO of FinDaily.io, breaks down the essential difference between working in the business versus on it, highlighting how EOS helps streamline decision-making, delegation, and scalability.
Tune in for Luke’s insights on common blind spots for entrepreneurs, practical EOS implementation tips, and the importance of building a strong operational foundation to support long-term success.
Wed, 13 Nov 2024 - 48min - 62 - The Power of Community and Relationships in the Accounting Industry w/ Alex Miles
In this episode, we talk about the power of building authentic relationships and communities in the accounting industry.
Our guest, Alex Miles, Founder of Alex Miles Marketing, shares insights on how accounting firms and fintech apps can stand out by fostering genuine connections with their ideal clients.
We explore Alex’s journey from early beginnings in the accounting and fintech marketing space to founding a business centered on community-driven growth. Alex discusses the critical role that authentic relationships play in driving success, offering real-world examples of collaborations and partnerships that have shaped their career.
We also address the challenges firms face in community-building and offer solutions for maintaining authenticity in a competitive, fast-paced environment.
Through every stage of your business, from inception through succession, we’re your finance-as-a-service partner: Learn More about GrowthLab!
Mon, 07 Oct 2024 - 51min - 61 - The Dreaded Billable Hour w/ Jonathan Stark
In this episode of The FaaS Evolution, host Dan Gertrudes sits down with Jonathan Stark to explore the rise and fall of the billable hour. Jonathan, a former tech professional turned pricing expert, shares his insights on why this traditional pricing model still dominates industries like accounting, despite its drawbacks.
They discuss the impact of the billable hour on client relationships and business growth, why customers are shifting toward value-based pricing, and the challenges firms face in making that change. Jonathan also offers predictions for the future of the billable hour and practical advice for firms considering a new approach.
Through every stage of your business, from inception through succession, we’re your finance-as-a-service partner
Learn More about GrowthLab!
Mon, 23 Sep 2024 - 57min - 60 - The Importance of Banking Relationships in Business and Startups
This podcast is produced by GrowthLab Financial, your Finance-as-a-Service Partner.
Today on The FaaS Evolution we have a special guest! Dan Gertrudes is joined by Robert Hughes! Robert works at Citizens bank as a Managing Director and he is also an Angel Investor, LP, and an Advisor to several startups.
In this episode we discuss:
The Importance of Banking Relationships
Importance of strong banking relationships for businesses and startups.
Explanation of why banking relationships are crucial.
Benefits for startups and established businesses.
Examples of how a strong banking relationship can help with managing cash flow, securing funding, and planning for growth.
Citizens Private Bank Model and Offerings
The unique model of Citizens Private Bank
Detailed explanation of Citizens Private Bank’s model.
Unique offerings and services provided.
How personalized service and tailored banking solutions differentiate Citizens Private Bank from other banks.
Daily Habits for Success
Roberts daily habits and routines.
Description of daily routine: 5-minute cold shower, meditation and stretching, gym session
Importance of front-loading the hardest tasks of the day.
Through every stage of your business, from inception through succession, we’re your finance-as-a-service partner. Learn More about GrowthLab!
Wed, 21 Aug 2024 - 35min - 59 - The Power of Experimentation in Business
Join us as we talk about the world of business experimentation with our special guest, Korey Cournoyer, CEO of STRMS.
Try STRMS for Free for 1 Month --> https://www.strms.io
Hosted by Dan Gertrudes, founder of GrowthLab, this episode covers Korey's journey and insights from growing STRMS and attending the Scaling New Heights conference.
Discover how experimentation can propel your business forward.
Tue, 23 Jul 2024 - 51min - 58 - Leveraging Financial Tools for Strategic Planning
In this episode, we dive into the world of financial planning and analysis with a special guest, Ryan Clifford, the Manager of the FP&A team at GrowthLab. Join us as we explore Ryan's journey from his early days at GrowthLab to his current role, where he oversees crucial financial planning activities.
Segment 1: Ryan's Journey We'll start by uncovering Ryan's career path, discussing how he started at GrowthLab and progressed to managing the FP&A team. Ryan will also share insights into his responsibilities and daily tasks as the FP&A Manager.
Segment 2: Financial Modeling, Setting Budgets, and Goals Next, we'll delve into the importance of financial modeling, defining its significance in business planning. Ryan will share effective budgeting techniques and strategies for setting realistic financial goals that align with company objectives.
Segment 3: The Power of Financial Tools Ryan will provide an overview of essential financial tools, including Jirav, Excel, Google Sheets, Fathom, and Basis. He'll explain how he and his team utilize each tool in their workflow to enhance financial planning and analysis.
Segment 4: Tactical Strategy in Financial Planning In this segment, we'll discuss key business levers and how they drive performance.
Through every stage of your business, from inception through succession, we're your finance-as-a-service partner.
Learn More about GrowthLab!
Mon, 17 Jun 2024 - 39min - 57 - Journey From Going to C-Suit to ‘Seed-Sweet’ w/ Steve Walsh
Steve Walsh is the founder of Hands On Angel LLC, an entrepreneur, and angel investor. He has over 20 years of experience in executive roles across sales, marketing, and operations at prominent technology and media companies in Fortune 500 companies. Steve has invested in more than 60 early-stage companies, raining millions of dollars in capital.
Segment 1: Experience in Corporate America
Segment 2: Startups and Entrepreneurship
Segment 3: Advice for Startups
Through every stage of your business, from inception through succession, we're your finance-as-a-service partner.
Learn More about GrowthLab!
Mon, 10 Jun 2024 - 37min - 56 - Navigating Entrepreneurship with Steve Snyder
Join us as we dive into the world of entrepreneurship with Steve Snyder, the Entrepreneur-in-Residence at Gesmer Updegrove.
In this episode, Steve shares his wealth of experience and insights gained from years of supporting and advising emerging businesses and tech companies.
Segment 1 – Gesmer: Learn about Steve's journey to becoming an Entrepreneur-in-Residence and his diverse background. Hear firsthand stories of his entrepreneurial ventures and how they shaped his approach to supporting startups.
Segment 2 – Advice for Startups: Benefit from Steve's extensive experience working with numerous startups. Gain valuable advice on driving revenue, increasing profitability, building effective teams, and raising capital.
Segment 3 – The Importance of Mental and Physical Health as an Entrepreneur: Understand the critical role of mental and physical well-being in the business world. Steve discusses common challenges faced by entrepreneurs and offers strategies to maintain health and productivity.
Through every stage of your business, from inception through succession, we're your finance-as-a-service partner.
Learn More about GrowthLab!
Mon, 03 Jun 2024 - 33min - 55 - Optimizing Cash Flow: A Guide to R&D Tax Credit Benefits
Learn more about How to Understand R&D Tax Credits.
In this episode, Dan is joined by Ari Salafia, the Founder of Taxtaker.
Topics discussed in this episode:
Understanding R&D Tax Credits Navigating the Application Process Tips and Advice for Small Business OwnersMon, 15 Apr 2024 - 39min - 54 - Entrepreneurial Insights: Driving Innovation in Finance as a Service
Tim Scullion comes to us with a lot of experience and a passion for small businesses. With an understanding of customer needs and a commitment to creating positive relationships. Tim is dedicated to making your customer experience with GrowthLab rewarding.
John's Photography Website: https://solasight-media.mypixieset.com/
Segment 1: Tim's Entrepreneurial Evolution
Segment 2: Transition to Customer Experience Manager
Segment 3: Importance of Customer Experience Manager in FaaSWed, 06 Mar 2024 - 36min - 53 - Breaking out of the Accounting Perception Box 📦 w/ Roman Villard
Breaking out of the Perception Box: Exploring the Dynamic Paths of Accountants Across Different Industries
This week we have a friend on The FaaS Evolution, Roman Villard! Roman is the Founder @ Full Send Finance -- Serving Seed and Series B Startups.
Segment 1: Exploring Full Send
Segment 2: Understanding the Perception of Accountants
Segment 3: The Versatility of Accountancy Roles
Segment 4: Advice and Insights
Tue, 30 Jan 2024 - 35min - 52 - Empowering Your People: Insights on People Advisory Services with Will Lopez from Gusto
Welcoming Will Lopez to this episode of The FaaS Evolution! He's a jack of all trades, Gusto's Chief Ambassador | Creator of People Advisory™ | Host of Between Two Firms | Accountant
- Understanding Will Lopez's Role at Gusto Creation and Evolution of People Advisory Services (PAS) GrowthLab and the Integration of PAS The Future of PAS and Its Impact
The #1 key to success in any business is your team. GrowthLab's People Advisory helps maximize your investment in your people. Attract. Retain. Elevate.
Learn more about People Advisory Services
Thu, 04 Jan 2024 - 48min - 51 - Streamlining 1099 Season: How GrowthLab Navigates with Ignition
Welcome to The FaaS Evolution hosted by GrowthLab FaaS. This podcast is focused on how Finance-as-a-Service is transforming the accounting industry.
The GrowthLab team was able to draft ~200 tax EAs in about 1.5 hours and was able to draft ~220 1099 EAs in about 15 minutes. Compared to last year, the tax EAs took about 1/3 of the time and the 1099 EAs took about 1/4 of the time.
Topics mentioned in this episode:
Understanding the 1099 Season Utilizing Ignition for Bulk Proposal Sending Best Practices and Tips for 1099 Season
Check out Ignitions 1099 EA TemplatesSign up for Ignition HERE: Say GrowthLab sent you!
Ignition makes it simple to sell, bill and get paid for your services - all in one place. With automated billing and payment collection through impressive online proposals, we help accounting and professional services businesses improve efficiency, optimize revenue and deliver seamless client experiences.
Tue, 19 Dec 2023 - 46min - 50 - Balancing the Books and Emotions: Promoting Mental Well-Being in the Accounting Profession
Welcome to Season 2!! In this new season of the FaaS Evolution podcast, we're diving deep into the world of accounting, pulling back the curtain to reveal the challenges that come with running a successful accounting practice.
We understand that there's so much more to accounting than just numbers and spreadsheets. Our mission is to explore what really happens behind the scenes of owning a Finance-as-a-Service firm – the good, the bad, the ugly.
Today's topic is going to be a candid discussion about the unique challenges accountants face, and explore strategies, resources, and personal stories to promote mental well-being in the profession.
Host: Dan Gertrudes
Powered by: GrowthLab FaaSThu, 05 Oct 2023 - 36min - 49 - FP&A - The Bridge Between Accounting and CFO w/ Paul Barnhurst & Stephen Newland
This episode is a 4 for 1! We've got 4 FP&A lovers talking about critical factors in bridging the gap between accounting and finance functions through the work of FP&A.
Paul Barnhurst AKA "The FP&A Guy," is a seasoned finance professional with over a decade of experience in diverse industries. He has held key roles at American Express and Solera and now runs his own FP&A consulting firm. A well-respected influencer in the FP&A community, Paul is passionate about sharing his insights and expertise.
Stephen Newland has held key roles at GrowthLab, Delta, Qoins, and Gravy. Not only does has a lot of experience in finance, he also likes to share the mistakes that he has made and the skills that he has gained to help others get promoted within corporate finance. 📈
Tue, 01 Aug 2023 - 50min - 48 - Growing Pains: Running a Multifaceted Accounting Business
1. It Always Starts with the Economy. 📊📚
Dan Gertrudes and Steven Byler talk about how the economy is impacting GrowthLab and it's peers.
2. Growing Pains! 📈😫
With growth, comes some pain. Here, at GrowthLab, we been struggling with capacity to onboard new clients. What we are doing to improve/ restructure our operations and accounting teams and how does this impact the top of the funnel through our recurring accounting services?
Who is GrowthLab? 👉🏼 About The GL Team🌟
#FaaSEvolution #accounting #podcast #cloudaccounting #FaaS
Mon, 24 Jul 2023 - 42min - 47 - A Busy Tax Season With Logan Graf -- The Good, The Bad, The Ugly!!
Logan Grafis a CPA & Chief Tax Officer at The Graf Tax Co. PLLC. He is experienced in tax compliance and consultation for a wide variety of industries, entities, and people... & he is a YouTuber!!
In this episode, Dan Gertrudes talks with Logan about how and why you he started in the tax industry. Some of the questions asked are:
What are you doing differently? Have you exceeded your own expectations? Are you making any changes for the fall tax season? Is there any new tech you are discovering or leveraging? What drove your YouTube stardom?
Mon, 26 Jun 2023 - 49min - 46 - How is the Accounting Industry Going to Grow?
Over the last 10 years, there has been an amazing expansion of private equity and venture capital funding. In 2010, VC investments totaled $32 billion. In 2021, they totaled $345 billion. Where does this growth come from?
The pie is continuing to grow from two areas; the addressable market & business formations.
Follow us: LinkedIn, Facebook, Instagram
Mon, 05 Jun 2023 - 25min - 45 - Not Your Average Podcast about the Same Old Marketing Tips w/ Katie Thomas
In this episode of The FaaS Evolution, Dan Gertrudes is joined by Katie Thomas; a 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting professionals and B2A (business to an accountant) professionals increase their impact, influence, and income through thought leadership and digital marketing.
They won't be talking about the same old marketing tips, instead they are diving into the unique ways accounting firms can market themselves and why it is important for them to do so.
We all know video does best...🎥👍🏼
We all know email is dead...(traditional, boring newsletters) 📧☠️
We all know social media algorithms suck 👀👎🏼
But what can we do about it?
Data driven decisions – don’t just put stuff out because
Take risks
Be unique
Get people talking / Create Buzz
Generate interest without compromising credibility
Tue, 30 May 2023 - 43min - 44 - Success is More than Just Numbers, Success is all About People
What does Hot Chicken and Company Culture have in common? 🔥🍗 Listen to find out.
Company culture is very important at GrowthLab and today, Dan & Steve talk about the new GL initiative; "Culture Club"
The Culture Club is going to be a way fro GL employees to meet with each other outside of their regular teams. This is a way for employees on the marketing team or FP&A team to also build relationships with the accounting team or tax team, etc.
Wed, 17 May 2023 - 47min - 43 - Greatest Synergies in Accounting Acquisitions come from Technology Overlap
Looking to acquire an accounting business? Before you do so, make sure you think about the importance of synergies.
Do you use the same technology as the accounting firm you are looking to acquire? If not, do the technologies integrate easily?
Dan Gertrudes and Korey Cournoyer talk about synergies in the world of the accounting industry, focusing on corporate functions and the overlap of tech partners.
Looking to Join Forces with GrowthLab?Let's Chat!!
Mon, 08 May 2023 - 46min - 42 - Building the FP&A Shop in a FaaS Business
👀 What's the difference between an FP&A Shop vs FP&A Services? Systematic vs. Ad Hoc is the difference. 🚀
In this episode Dan & Steve talk about how they got started with providing Financial Planning and Analysis as a service within GrowthLab. With Dans background in the corporate world and Steve starting in the Startup world, they were able to take their individual journeys and create a service within their Finance-as-a-Service firm.
Learn more about our FP&A services: https://www.growthlabfinancial.com/fpa
Thu, 04 May 2023 - 44min - 41 - Are Acquisitions Right for Your Accounting Firm?
Diversifying growth is important to GrowthLab. When it comes to running an accounting firm, do you want to have a niche customer base or diversify your customer base and work with other industries?
For GrowthLab, we knew we wanted to expand from our traditional startups and tech based businesses into the hospitality and experiences industries. That's why we acquired FoggedIn Bookkeeping.
1️⃣ Diversify Customer Base
This is a step in diversifying our customer base after years of focusing on venture-backed startups and e-commerce while continuing to expand our team.
2️⃣ Industry Growth
Many believed the hospitality, restaurant, and experiences industries would never recover, yet we believe this industry segment will grow and stabilize in 2023 as consumer behavior moves from buying stuff to increasing spend on experiences.
3️⃣ Strategic Growth
As recessionary fears continue to mount, businesses and consumers now focus their attention on whether 2023 brings a soft landing or years of stagnated growth.Mon, 24 Apr 2023 - 39min - 40 - Customer Onboarding: Nobody Talks About the Customer Experience
Customer Onboarding is both a key to success yet a major stress point in our business.
Dan Gertrudes talks about the importance of customer onboarding for GrowthLab FaaS and some of the ways we elevate the customer experience.
While we strive to give our customers the best experience, the most painful process internally is the process of onboarding a customer. Here's what we've done to make that process a little less painful!
Let's Connect:
Thu, 06 Apr 2023 - 14min - 39 - What's Happening on Wall Street will Impact Bank Lending and SMB Credit
What happens on Wall Street impacts Main Street!! Bank lending and Small Business credit is going to be impacted by everything that is happening on Wall Street. Rolling 12 month Cash Forecasting is going to be key to survival in a credit tightening environment.
With all the talk of SVB and Credit Suisse and #TooSmallToFail 📉
We better be ready to support #SMBs with a tightening credit cycle. The 2-Year Note dropped from 5% to 4% in a matter of 3 days, the fastest decrease since 1987!!
FP&A Teams need to refocus on mid-term rolling 12-month forecasting and long-term liquidity planning because it will impact growth plans.
CFO Teams better focus on banking relationships and strengthening them by sharing more not less about your customers.Bank portfolios are cleaner and more transparent than in 2008, but they're holding on to CRM portfolios in the wake of the seismic change in worker behavior - Remote Work is here to stay.
A tsunami of CRM leases are coming up for renewal... 😱
Let's connect! 👉🏼 https://www.linkedin.com/in/danielgertrudes/
Mon, 27 Mar 2023 - 21min - 38 - Ditch the Niche -- Why Diversification of your Customer Base is so ImportantThu, 23 Mar 2023 - 25min
- 37 - The Evolution of Financial Planning & Analysis w/ Chris Reilly
On this episode of The FaaS Evolution by GrowthLab Financial, Dan Gertrudes is Joined by Chris Reilly to talk all things FP&A, how to be intentional, and how to get started on LinkedIn.
Chris Reilly began his career with FTI Consulting during the Financial Crisis and worked on several high-profile bankruptcies including Lehman Brothers and ResCap. Then, he transitioned to Corporate Finance and Treasury with Hilton Worldwide, and helped build the rating agency model for Hilton’s eventual IPO in 2013. From there, Chris transitioned to Middle-Market Private Equity where he spent the majority of his career before going out in his own in 2020. Today, Chris works as a M&A and FP&A Contractor, and is the creator of Financial Modeling Education, which offers self-study financial modeling courses for Private Equity and FP&A Professionals.
Check out Chris's courses HERE.
Thu, 09 Mar 2023 - 50min - 36 - How the Economy will Affect Accounting Firms (Layoffs, Interest Rates, & More)
We're Back!!! We took a quick break but we are back, and we have a lot to uncover here on The FaaS Evolution. The economy, tech layoffs, interest rates, & more!!
The FaaS Evolution show is focused on how Finance-as-a-Service is transforming the accounting industry. The podcast is hosted by GrowthLab FaaS, where we interview thought leaders in the industry to ultimately help accountants, CPAs, Bookkeepers, & CFOs move to a FaaS mindset. The hosts are Dan Gertrudes & Steven Byler Cofounders of GrowthLab Faas! Learn More about GrowthLab🚀
Tue, 14 Feb 2023 - 24min - 35 - QuickBooks Connect, Acquisitions, & Keeping Your Team FocusedThu, 22 Dec 2022 - 21min
- 34 - Recruiting Millennials for Cloud Accounting w/ Ben Curtis
In this episode, Dan is joined by Ben Curtis, President of Good Measure Financial. They discuss the challenges of recruiting new, young, millennial talent for accounting roles within the cloud accounting industry. They also talk about some of the 2023 goals that Ben & Joe have for Good Measure.
Wed, 14 Dec 2022 - 44min - 33 - Overcoming Struggles while Maintaining a Positive Attitude Towards Life & Helping Others w/ Josiah Mihok
On this episode, of The FaaS Evolution, Daniel is joined by Josiah Mihok. They talk about post traumatic growth and how Josiah was able to #embracethesuck of what he was struggling with.
“I have leadership in my blood. No matter what profession I find myself in, I always end up in a leadership role. It's just who I am. And I take pride in being a leader. Nothing is more gratifying than taking a group of individuals and developing them into an effective team that can complete projects and improve processes for any mission or task put before us.” - Josiah
Thu, 08 Dec 2022 - 42min - 32 - QuickBooks Connect, Acquisition, Tax Strategy, & The World Cup ⚽️Tue, 29 Nov 2022 - 18min
- 31 - Reinventing Tax Capacity PlanningFri, 18 Nov 2022 - 17min
- 30 - How to be more Tactical with Revenue Operations, People Operations, & Corporate Operations
This year GrowthLab became more tactical with our business operations.
We doubled down on:
💰Revenue Operations💰
👥People Operations👥
👩🏼💻Corporate Operations🧑🏽💻
In this episode, of The FaaS Evolution, Daniel gives his #rawtake about how GrowthLab became more tactical while planning for the new year. 💬 Connect with Dan!Tue, 15 Nov 2022 - 21min - 29 - What is an HR Business Partner & How is it Different from an HR Manager?
This week, Dan Gertrudes is joined by GrowthLab's HR Business Partner, Abigail Church. They discuss the difference between Abigail's role as an HR Business Partner and what a role in HR management looks like. The talk about 4 things that businesses should be focusing on starting January 1st from an HR standpoint:
- Create a Pool of Job Descriptions Review your Recruiting Process (attitude over aptitude) Show your team Growth Options Be prepared for Annual Reviews
Fri, 28 Oct 2022 - 44min - 28 - The Community Around Advisory & Consulting
After attending Thriveal Deeper Weekend, it has become so apparent to me how important community is and the importance for people to participate in these communities.
It takes a village to grow an Advisory and Consulting Firm, and without the community of friends to learn from and grow with, it can be a bit daunting. This is your sign to get out there and attend some retreats/conferences!
Tue, 25 Oct 2022 - 13min - 26 - What You Need to Know About Productizing Financial Planning & Analysis
Meet Stephen Newland our Director of FP&A. 👏🏼🚀 Stephen directs our FP&A department and does a great job doing it! Not only does he have a lot of experience in finance, he also likes to share the mistakes that he has made and the skills that he has gained to help others get promoted within corporate finance. 📈
In this Episode Dan & Stephen Newland talk about past jobs Stephen has had in finance (Delta, Qoins, Gravy, etc.) and what he learned from those experiences. They talk about how accounting firms can productize FP&A services and they should do so by being nimble. It all comes down to cadence, rigor and the right team.
Thu, 13 Oct 2022 - 46min - 25 - Accountants Need Community Too
It takes a village to own any business. As accountants and firm owners, it is important that you join communities and reciprocate by being open and starting conversations. Dan reflects on his time at 'Appy Camp by Heather Satterley and Liz Scott.
He entered the week with a set of superficial expectations...Traveling isn't fun anymore; there's always work and team stuff to deal with; leaving the family for a week is a burden on the better half. Yet he exited the week with a profound appreciation for the connected profession and industry and the need for deeper partnerships... not to mention new and old friends.
Connect with Dan
Fri, 30 Sep 2022 - 14min - 24 - HubSpot Inbound 2022 - What Our Marketing & Sales Team Learned from Neil Patel, Brian Halligan & Other Speakers
GrowthLab's Marketing & Sales Managers took on Hubspot's Inbound 2022. They learned a lot of valuable information from Neil Patel, Brian Halligan, and many other great speakers. Oh ... and you can't forget about Barack Obama.
Topics discussed:
SEO (Search Engine Optimization) 🚀
Social Media Algorithms 😳
Thoughtful Content ▶️
Sales Intent 👀
~Let's Connect~
Dan's LinkedIn, Steven's LinkedIn, Alison's LinkedIn, John's LinkedIn
Wed, 21 Sep 2022 - 49min - 23 - Appy Hour Camp ⛺️ & Sneaking into Brown University? 👀
Dan & Steve talk about a few things:
- What's been going on within the accounting industry, downsizing the market, planning for your cash runway💰 They spill the tea ☕️ on how they snuck into the Brown University faculty lounge 👀 What they are looking forward to at the First Appy Hour Camp ⛺️
Let's connect🚀
Fri, 16 Sep 2022 - 19min - 22 - How to Move from an Accountant to a Trusted Advisor for Startups
Top 5 reasons you as an accounting firm should focus on #startups.
1. Other Peoples Money at the Table 💰
2. Hyper Focused Management - The founders are focused on Product Development and Customers 👀
3. Opportunity 🧐
4. Test yourself, learn yourself 📝
5. It's a Competitive Advantage for your Business 👩🏼💻
Dan & Steve dive into what a 409a and captable is, and why it is important for you to understand when working with startups.
Let's connect🚀
Wed, 14 Sep 2022 - 49min - 21 - Inflation, Expense Reduction & People, OH MY!
How is the future of the economy going to impact businesses? Companies need to begin to look into expense reduction & how they can retain their key people.
💬 Let's Connect! 💬
Tue, 16 Aug 2022 - 43min - 20 - Your Business Should be Doing This NOWMon, 15 Aug 2022 - 10min
- 19 - It's Time to Automate your Workflow
Let's Automate!🚀 Automate the transfer of data between systems, without changing processes or applications. Dan & Korey dive into the benefits of automating your accounting firm, and some of the simple automations that will change your business.
Thu, 11 Aug 2022 - 47min - 18 - Strategic Business Review 2022 (a sneak peek at GrowthLab 3.0)
In this episode, Dan talks about the Strategic Business Review, the opportunity it gives for businesses to grab their thoughts and see their vision. He dives into GrowthLab's 2022 Strategic Business Review and gives an inside look on GrowthLab 3.0 🤩
Check out more about GrowthLab's ManagedConnect service HERE.
Wed, 22 Jun 2022 - 19min - 17 - KarbonX: How we Feel About Recieving the Practice Excellence Award
This past week Dan & Steve went to the Karbon ceremony where GrowthLab was given the Practice Excellence Award. We are so beyond honored to have received this award, practice excellence starts with the team and doing our job to service and add value to our customers day in and day out.
Check out more about GrowthLab HERE.
Tue, 21 Jun 2022 - 21min - 16 - The Importance of PartnershipWed, 01 Jun 2022 - 15min
- 15 - Why your Business Should Always Be ScalingTue, 24 May 2022 - 16min
- 14 - Risks & OpportunitiesFri, 20 May 2022 - 14min
- 13 - Customer Demand vs Company CapacityWed, 18 May 2022 - 20min
- 12 - Welcome to Dan's Raw Take: A New Segment on The FaaS EvolutionMon, 16 May 2022 - 14min
- 11 - The Fractional CFO & The Exit Plan w/ Jody Grunden
The guys are back! With a new episode of FaaS Evolution Podcast powered by GrowthLab Financial. This week's episode we address a myriad of Virtual and Fractional CFO based topics and much more with this week’s special guest Accounting visionary Jody Grunden, CEO and co-founder of Summit CPA Group, a distributed company with a non-traditional approach to accounting.
Learn More about GrowthLab here:https://www.growthlabfinancial.com/GrowthlabPodcast
The FaaS Evolution podcast is focused on how Finance-as-a-Service is transforming the accounting industry. The podcast is hosted by GrowthLab FaaS, where we interview thought leaders in the industry to ultimately help accountants, CPAs, Bookkeepers, & Fractional CFOs move to a FaaS mindset.
Fri, 29 Apr 2022 - 50min - 10 - Why Automation is the Future of Accounting w/ Chris Williams
The guys are back! with a New Episode of FaaS Evolution Podcast. This week we address our recent acquisition of Satterley Consulting and it’s implications as well as exploring automation in accounting, process optimization, “Stickiness” and much more with this week’s special guest Chris Williams of SystemSix, a Cloud-based accounting firm based in the Bay Area
Learn More about GrowthLab here: bit.ly/FaaSEvo
The FaaS Evolution podcast is focused on how Finance-as-a-Service is transforming the accounting industry. The podcast is hosted by GrowthLab FaaS, where we interview thought leaders in the industry to ultimately help accountants, CPAs, Bookkeepers, & CFOs move to a FaaS mindset.
Thu, 07 Apr 2022 - 49min - 9 - How We Plan to Grow via Acquisition
In this episode Dan Gertrudes & Steven Byler talk about acquisition of Satterley Business Solutions lead by Heather Satterley. The guys also delve into NoCode LowCode, advancements in QuickBooks and much more.
The FaaS Evolution podcast is focused on how Finance-as-a-Service is transforming the accounting industry. The podcast is hosted by GrowthLab FaaS, where we interview thought leaders in the industry to ultimately help accountants, CPAs, Bookkeepers, & CFOs move to a FaaS mindset.
Learn More about GrowthLab: bit.ly/FaaSEvo
Fri, 01 Apr 2022 - 33min - 8 - How to Run your Accounting or Professional Services Business on Autopilot
Dan Gertrudes is joined by Ryan Embree, Head of Partnerships at Ignition. They discuss how Ignition is good for growing accounting businesses. There are tools that allow you to automate letters, payments and connect your apps so your business can run on autopilot.
Learn More about GrowthLab: bit.ly/FaaSEvo
Wed, 16 Mar 2022 - 40min - 7 - The Future of Accounting Firms
Scott Scarano is the President of Padgett Business Services and the host of the podcast Sons of CPAs. Scott’s "Why" is empowering all growth-minded entrepreneurs, in his reach, to thrive and prosper. Scott’s Padgett team is filled with passionate advisors with unique personalities who share the same virtues of empathy and integrity in everything they do.
Learn More about GrowthLab: bit.ly/FaaSEvo
Tue, 01 Feb 2022 - 27min - 6 - How Acuity Became a FaaS Company
Kenji Kuramoto is the founder and CEO of Acuity, a modern-day accounting organization created to help small businesses with financial services. Kenji has extensive experience in the accounting industry and currently is a Board Member for The Entrepreneurs Organization, a Founding Venture Partner at NextGen Ventures, and serves on the Xero Partner Advisory Council.
Learn More about GrowthLab: bit.ly/FaaSEvo
Wed, 19 Jan 2022 - 39min - 5 - How Karbon can Benefit Evolving FaaS Companies
In today's podcast Dan met with Ian Vacin, the founder and CEO of Karbon. Karbon is a work management platform designed to help accounting firms support their clients. Ian has extensive experience in leading and working with teams for companies such as Intuit, Xero, and now Karbon. He is passionate about the accounting industry and helping firms be successful in the world of remote work.
Learn More about GrowthLab: bit.ly/FaaSEvo
Tue, 01 Feb 2022 - 29min - 4 - How Cloud Accounting Has Impacted the World of FaaS
In today's podcast Dan met with Blake Oliver, the founder and CEO of Earmark. Blake was one of the first in the industry to embrace cloud accounting and specifically the Xero platform. Blake and I discuss how cloud accounting has impacted the world of FaaS. And how we think FaaS will continue to grow in the future.
Learn More about GrowthLab: bit.ly/FaaSEvo
Tue, 18 Jan 2022 - 40min - 3 - How Jirav is at the Forefront of the Evolution of FaaS
Join Dan as he interviews Martin Zych on building Jirav. Martin is the CEO and co-founder of Jirav, an all-in-one FP&A solution for companies who need growth focused business planning software. Martin is experienced in the financial industry and has held roles ranging from a financial analyst to finance director, and has worked with many high-growth tech companies. Martin created Jirav with these positions in mind - seeing the need for affordable, smarter financials for businesses.
Learn More about GrowthLab: bit.ly/FaaSEvo
Tue, 04 Jan 2022 - 28min - 2 - How GrowthLab Productizes Finance-as-a-Service (FaaS)
In this episode Dan Gertrudes & Steven Byler talk about why GrowthLab is a FaaS company and how they productized their services. The FaaS Evolution podcast is focused on how Finance-as-a-Service is transforming the accounting industry. The podcast is hosted by GrowthLab FaaS, where we interview thought leaders in the industry to ultimately help accountants, CPAs, Bookkeepers, & CFOs move to a FaaS mindset.
Learn More about GrowthLab: bit.ly/FaaSEvo
Wed, 22 Dec 2021 - 38min - 1 - Welcome to The FaaS Evolution
The FaaS Evolution show is focused on how Finance-as-a-Service is transforming the accounting industry. The podcast is hosted by GrowthLab FaaS, where we interview thought leaders in the industry to ultimately help accountants, CPAs, Bookkeepers, & CFOs move to a FaaS mindset. In this episode Dan Gertrudes & Steven Byler talk about what FaaS means to them, and why they created this podcast.
Learn More about GrowthLab: bit.ly/FaaSEvo
Fri, 03 Dec 2021 - 24min
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