The FaaS Evolution by GrowthLab FaaS

Recorded on: May 5, 2015 Behind-the-scenes reflection, Dan, CEO of GrowthLab, shares the raw and candid story of a pivotal acquisition that reshaped the company’s trajectory: the purchase of Grinnell Bookkeeping. Recorded just after the deal was finalized nearly a decade ago, Dan walks through his mindset in real time. The risks, the rationale, and the relationships that made it possible. He opens...

In this episode of  The FaaS Evolution , we sit down with  Anna Khayet , Founder of  Mastermind  and Chief Marketing Officer at  Padgett , to explore the intersection of fintech, marketing, and the accounting industry. Anna shares her journey from leading marketing at  Google Cloud  and  SoFi  to advising top fintech companies like  Rho and Ignition . We dive into why marketing is often overlooked...

This week Dan is joined by Geoffrey Gualano , Head of Marketing at A2X . With the rise of AI and increasing competition, they talk about the importance of going back to marketing fundamentals—building deeper relationships, creating valuable content, and being present within your community. From leveraging existing customer bases to experimenting with remarketing strategies, they discuss how busine...

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-m...

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 spa...

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 b...

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 Imp...

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 busines...

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, dis...

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...

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....

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 Owners

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...

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: Ad...

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 busines...

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 mentione...

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...

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...

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 t...

Logan Graf is 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...

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. AccountingToday Article Follow us: LinkedIn , Facebook , Instagram

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...

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 als...

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 part...

👀 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...