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 Cofo...
Feb 14, 2023•25 min•Season 1Ep. 35
Soft Launch Alert... in this episode Dan announces an acquisition that GrowthLab has made. 🤫 Listen in to hear who we acquired and why this is part of our growth strategy! Let's Connect: Website , LinkedIn , Instagram , Facebook
Dec 22, 2022•22 min•Season 1Ep. 34
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....
Dec 14, 2022•44 min•Season 1Ep. 33
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 improv...
Dec 08, 2022•42 min•Season 1Ep. 32
In this episode, of The FaaS Evolution, Daniel gives his #rawtake about a few things. He talks about his excitement for Quickbooks Connect 🤩, a new GrowthLab Acquisition 👀, how our new Tax Pricing Strategy has been doing 👏🏼, & The World Cup ⚽️🇺🇸🇵🇹!! 💬 Connect with Dan !...
Nov 29, 2022•18 min•Season 1Ep. 31
Reinventing tax capacity planning - Starts with the Customer (or Client) so you can protect your team and flatten the curve!! Here's are 3 keys to success to improving your tax work life balance for you team: Must be an Accounting Customer Pricing Structure Is it a Good Fit (Entity x Complexity)
Nov 18, 2022•18 min•Season 1Ep. 30
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 !...
Nov 15, 2022•21 min•Season 1Ep. 29
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...
Oct 28, 2022•45 min•Season 1Ep. 28
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!
Oct 25, 2022•13 min
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...
Oct 13, 2022•47 min•Season 1Ep. 26
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 ...
Sep 30, 2022•15 min
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...
Sep 21, 2022•50 min•Season 1Ep. 24
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 🚀...
Sep 16, 2022•20 min•Season 1Ep. 23
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 🚀...
Sep 14, 2022•49 min
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! 💬
Aug 16, 2022•44 min•Season 1Ep. 21
Cost cutting, why do it now? In this episode Dan talks about why your business needs to begin to look at expenses and start to cut costs. Many businesses are going to start to do this in 6 months, but it is going to be too late. 💬 Let's Connect 💬
Aug 15, 2022•11 min•Season 1Ep. 20
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.
Aug 11, 2022•47 min•Season 1Ep. 19
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 .
Jun 22, 2022•20 min•Season 1Ep. 18
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 .
Jun 21, 2022•22 min•Season 1Ep. 17
15-minute RAW TAKES podcast focuses on how Finance-as-a-Service is revolutionizing the accounting sector. GrowthLab FaaS hosts the podcast, in which we interview industry thought leaders in order to help accountants, CPAs, Bookkeepers, and CFOs adopt a FaaS attitude.
Jun 01, 2022•15 min•Season 1Ep. 16
15-minute RAW TAKES podcast focuses on how Finance-as-a-Service is revolutionizing the accounting sector. GrowthLab FaaS hosts the podcast, in which we interview industry thought leaders in order to help accountants, CPAs, Bookkeepers, and CFOs adopt a FaaS attitude.
May 24, 2022•17 min•Season 1Ep. 15
15-minute RAW TAKES podcast focuses on how Finance-as-a-Service is revolutionizing the accounting sector. GrowthLab FaaS hosts the podcast, in which we interview industry thought leaders in order to help accountants, CPAs, Bookkeepers, and CFOs adopt a FaaS attitude.
May 20, 2022•15 min•Season 1Ep. 14
15-minute RAW TAKES podcast focuses on how Finance-as-a-Service is revolutionizing the accounting sector. GrowthLab FaaS hosts the podcast, in which we interview industry thought leaders in order to help accountants, CPAs, Bookkeepers, and CFOs adopt a FaaS attitude.
May 18, 2022•20 min•Season 1Ep. 13
15-minute RAW TAKES podcast focuses on how Finance-as-a-Service is revolutionizing the accounting sector. GrowthLab FaaS hosts the podcast, in which we interview industry thought leaders in order to help accountants, CPAs, Bookkeepers, and CFOs adopt a FaaS attitude.
May 16, 2022•14 min•Season 1Ep. 12
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 Fin...
Apr 29, 2022•51 min•Season 1Ep. 11
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 acc...
Apr 07, 2022•50 min•Season 1Ep. 10
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. L...
Apr 01, 2022•34 min•Season 1Ep. 9
Dan Gertrudes is joined by Ryan Embree , Head of Partnerships at Ignition . They discuss how Ignition is good for growing accoun ting busine sses. 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
Mar 16, 2022•41 min•Season 1Ep. 7
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
Feb 01, 2022•28 min•Season 1Ep. 7
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...
Feb 01, 2022•29 min•Season 1Ep. 6
