The FaaS Evolution by GrowthLab FaaS

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 D...

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 mak...

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 cy...

In this episode of The FaaS Evolution by GrowthLab, Dan & Steve talk about why you should #ditchtheniche. They discuss the importance of diversifying your customer base. 3 Areas that Experience Industries Need to Focus on: 1. Capital 2. Customer Experience 3. Labor

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...

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,...

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

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. 

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 taki...

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 !

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) 

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 ! 

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 ove...

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! 

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 ha...

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...

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, S...

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 🚀

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 fo...

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! 💬

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 💬

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. 

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 . 

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 .

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.