Shows
CPA Trendlines PodcastsHow EOS and “Unreasonable Hospitality” Reshaped GrowthLab | The DisruptorsApplying entrepreneurial principles and embracing a culture of extraordinary service, this finance firm is breaking the mold.The DisruptorsWith Liz FarrDan Gertrudes doesn’t consider himself an accountant, though he admits, “I’m pretty good at it. I’ve taught it at Brown University.” After more than a decade working in finance in large corporations, Gertrudes began his journey as a firm owner via entrepreneurship through acquisition, or ETA, when he bought a firm in 2014 from a retiring owner.
CPA TRENDLINES CELEBRATES:The 100th Episode of The Disr...
2025-08-121h 10
The FaaS Evolution by GrowthLab FaaSThe Grinnell Move: How GrowthLab Became an Accounting FirmRecorded on: May 5, 2015Behind-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 up about the strategic potential he saw (and initially underestimated), the evolving role of key partners and the financial and operational realities of scaling a se...
2025-04-1808 minThe FaaS Evolution by GrowthLab FaaSLeveraging Financial Tools for Strategic PlanningIn 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, S...
2024-06-1739 min
Café de Datos138. "Más Allá de los Clics: Estrategias Avanzadas de Marketing Digital- Invitado: Jeremi De La Cruz GrowthLab"Cuando el producto es muy nuevo no necesitas alguien de marketing porque el de marketing va a hacer que se vea bonito pero necesitas a alguien que crezca el producto, entonces necesitas a alguien de producto porque no entiende de marketing, entonces necesitas realmente alguien intermedio que sepa operar, medir, hacer, cambiar y ya cuando el producto es muy grande ya se puede cambiar..."Nuevamente te traemos un episodio nuevo de nuestra temporada #9 de Café de datos, en este episodio tenemos como invitado a un experto dentro del ámbito de marketing: Jeremi de la cruz con quien co...
2024-01-2555 minThe FaaS Evolution by GrowthLab FaaSStreamlining 1099 Season: How GrowthLab Navigates with IgnitionWelcome 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...
2023-12-1946 min
The FaaS Evolution by GrowthLab FaaSHow 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🚀
2023-02-1424 min
The Media Club with Matt Deegan(Another) Government Shake Up, tales from GrowthLab & Iger's plans for DisneyMatt Deegan is joined by Maggie Brown (media commentator & Channel 4 historian) and Alex Farber (Times media correspondent) to examine the latest media shake-ups across the industry.The UK Culture Ministry goes from DCMS back to CMS, and receives its twelfth Secretary in as many years as Lucy Frazer replaces Michelle Donelan.Also on the programme: the panel discuss BBC Chair Richard Sharp's select committee grilling - is another role change imminent?And over the pond, Bob Iger plans to cut 7,000 jobs at Disney and implement a major restructure. Our guests...
2023-02-1045 min
Earmark Podcast | Earn Free Accounting CPEKeep calm & automate your client onboarding with Korey Cournoyer of GrowthLab FinancialMany thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflowSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Korey CournoyerLinkedIn: https://www.linkedin.com/in/koreycournoyer/Learn more about GrowthLab FinancialWebsite: http://growthlabfinancial.comConnect with Blake Oliver, CPA
2022-11-0753 min
The Tech Talk for Accountants ShowKorey Cournoyer- Fundamentals and Principles Underlying AutomationKorey Cournoyer is the Director of Corporate Development & Strategy at GrowthLab Financial Services Incorporation. Korey's strategy remains the same regardless of whether he's working on side projects better to take advantage of the development of new technologies or talking with local business owners to comprehend the effects of regulation on startups and innovation.
GrowthLab is an extension of the management team for startups and small businesses. GrowthLab can assist small firms with all aspects of finance, including forwarding business modeling, financial management, capital raising, or board relations, thanks to cloud-based technologies and years of experience.
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2022-10-0347 min
Accounting HighAcqui-hiring Accounting Avengers (feat. The GrowthLab FaaS)Another special BONUS featuring some of our great friends at THE GrowthLab FaaS
Today we're pleased to be joined by Heather Satterly, CPA and Steven Byler.
Heather is the newly appointed CIO (Chief Innovation Officer) of The GrowthLab and co-host of the Appy Hour; Heather is also the Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Also the founder of Satterley Accounting Services, a bookkeeping, and tax firm located in Rhode Island, providing clients order, simplicity, and clarity...
2022-07-0147 min
The FaaS Evolution by GrowthLab FaaSStrategic 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.
2022-06-2219 min
Government CoinsSeason 2| EP. 13 - Dr. Zamora Olin has helped businesses win $7B in government contractsDr. Zamora Crawford Olin is the CEO and Co-Founder of Crawford Olin, LLC. As the CEO of Crawford Olin, Dr. Olin has worked with small-medium-sized business to create viable business development strategies and sustainable growth solutions to increase their sales and competitive positioning in the federal marketplace. With over 20 years of experience in federal contracting and procurement, her strong desire to help small businesses build and scale their companies through government contracts served as the fuel to start this company. Since its founding in 2014, Dr. Olin has helped her clients win nearly $7.0 Billion in federal contracts. Dr. Olin began...
2022-05-1353 min
The FaaS Evolution by GrowthLab FaaSThe Fractional CFO & The Exit Plan w/ Jody GrundenThe 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...
2022-04-2950 minEarmark Podcast | Earn Free Accounting CPEThe Path to Advisory in Client Accounting Services (Part 3 of 3) with Dan Gertrudes of GrowthLab FinancialThank you to our sponsors!BotkeeperWin a free year of Botkeeper services!: https://www.botkeeper.com/win LiveFlowGet 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmark Sign up to get free CPE for listening to this podcast: https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Dan GertrudesLinkedIn: https://www.linkedin...
2022-04-0151 minEarmark Podcast | Earn Free Accounting CPEThe Path to Advisory in Client Accounting Services (Part 2 of 3) with Dan Gertrudes of GrowthLab FinancialThank you to our sponsors!BotkeeperWin a free year of Botkeeper services!: https://www.botkeeper.com/winLiveFlowGet 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmarkSign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Dan GertrudesLinkedIn: https://www.linkedin...
2022-03-2447 minEarmark Podcast | Earn Free Accounting CPEThe Path to Advisory in Client Accounting Services (Part 1 of 3) with Dan Gertrudes of GrowthLab FinancialThank you to our sponsors!BotkeeperWin a free year of Botkeeper services!: https://www.botkeeper.com/winLiveFlowGet 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmarkSign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Dan GertrudesLinkedIn: https://www.linkedin...
2022-03-1641 min
The Raw Take for CEOsTurning the Corner on the Labor MarketThere has been a change in how the Bureau of Economic Statistics is calculating metrics on the labor market. We have seen an uptick in the number of resumes we have received and think the corner is turning on this labor market. 📈Learn more about how GrowthLab can elevate your business.
2022-02-1119 min
Accounting High037 The Evolution of Finance…as a Service (feat. Dan Gertrudes, CEO)Episode 37
The Evolution of Finance…as a Service (feat. Dan Gertrudes, CEO) | Co-Founder of GrowthLab FaaS | growthlabfinancial.com | Recorded November 8, 2021
Shout out to our sponsors this week:
Gusto's People Advisory and Karbon
“I didn’t fail out of the school of hard knocks, I’m still getting schooled in that school, it’s a hard knock life that we live…that’s the moral of this story”
0-10min
Figuring shit out at the ripe age of 38
Attributing equal parts luck and intention to our...
2022-02-0652 minThe Raw Take for CEOsCurrent News Affecting Small BusinessHow will the current events in the news affect your small business? Daniel & Steven dive into what they have been observing in the business and what small businesses should do to mitigate risk. Check out what GrowthLab can do for your business!
2022-02-0422 minThe Raw Take for CEOsHow to Business Plan in This EconomyCheck out the Video version of this podcast. In this economy, businesses need to have a plan. Prices are going up, hiring is getting tough, but don't overreach. Daniel & Steven discuss more about current economics and how your business can plan.
2022-01-2128 minThe Raw Take for CEOsEconomics Should be Boring, not like Watching the KardashiansLet's make economics boring again‼️ Join Daniel & Steven as they talk about the bond market, valuations, the great resignation, & inflation up 7% ...WTF❓❓ Check out the video version of this episode!
2022-01-1432 minThe Raw Take for CEOsDon’t Let a Tight Labor Market Control Your BusinessWith the highest rate of employees quitting ever they are not quitting over money, but over other opportunities. Although, money still talks, now’s the time to rethink people operations and compensation structures. Check out the video version of this episode!
2022-01-0732 minThe Raw Take for CEOsHow Your Business should Plan for 2022The last episode of 2021.🎉 Dan & Steve discuss a theme for 2022: Reversion to the Mean. They discuss topics around customers, people, business operations and the economics. Check out the video version of this episode!
2021-12-2930 minThe Raw Take for CEOsThe Top Impactful Events of 2021 for Small BusinessAs the year comes to a close, Dan & Steve talk about how some of the most impactful events of 2021 are going to effect 2022. Check out the video version of this episode!
2021-12-2744 min
The FaaS Evolution by GrowthLab FaaSHow 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
2021-12-2238 minThe Raw Take for CEOsWhat to Look out for in 2022With the Federal Reserve meetings happening this week, Dan & Steve talk about what they think 2022 is going to look like. They discuss an Accounting Today Poll on what accountants outlook is for 2022. Check out the video version of this episode!
2021-12-1732 minThe Raw Take for CEOsHow to Use Metaverse in AccountingHonky Tonk! This episode is live from Nashville. Dan & Steve talk about the Digital CPA conference in Nashville and a sneak peak at how GrowthLab plans to take on the Metaverse in 2022.
2021-12-1519 min2021-12-0924 min
The Raw Take for CEOsHow Current Economics are Impacting Small BusinessThis week Dan & Steve give their Raw Take on current events in economics and how these events are going to impact small businesses.
2021-12-0330 minThe Raw Take for CEOsWhat we are Thankful for in 2021This week on The Raw Take for CEOs, Dan & Steve talk about what they are thankful for this year!
2021-11-2413 minThe Raw Take for CEOsWhy your Business needs an Acquisition StrategyIf don’t have acquisition strategy going in to 2022, you should. This week, Dan & Steve talk about a plan for acquisitive growth. It may be time to spend your marketing budget on some corporate development activity such as sourcing acquisition leads in your industry.
2021-11-1939 minThe Raw Take for CEOsStartup Financing - When to Raise & How Much to RaiseThis episode continues the talk around startup financing. Dan & Steve talk about financing for a startup. When should founders start to raise money and how much should they raise?
2021-11-1236 minThe Raw Take for CEOsStartup Financing 101This episode starts off our financing series. This week, Dan & Steve talk about startup financing. Know your liquidity profile, don’t raise too much, and raise it with appropriate vehicles.
2021-11-0536 minThe Raw Take for CEOsLet's Talk About The Great Resignation of 2021Three things that are important to every employee, money, professional development, and purpose. Join Dan & Steve talk about the latest news in the economy and ways that business owners can de-risk the great resignation.
2021-10-2931 minThe Raw Take for CEOsWhat is The Employee Retention Tax CreditThis week Steve is joined by Korey to discuss the Employee Retention Tax Credit. Learn if your business can qualify and what the benefits could be. Check out our full blog on the ERTC!
2021-10-2227 minThe Raw Take for CEOsWhy are Ethics Important in FinanceThis week Dan & Steve are joined with Ari Salafia CEO of TaxTaker, to talk about how they have actively shaped GrowthLab and TaxTaker to engage ethically with customers.
2021-10-1554 minThe Raw Take for CEOsThe Great Resignation of 2021Just when we thought our businesses survived all the chapters of the global pandemic... transitions to remote work, supply chain constraints, and inflationary pressures from all angles…Is there yet another chapter unfolding in this tumultuous, storied journey... The Great Resignation of 2021? This week Dan & Steve dive into what they think about this.
2021-10-1321 minThe Raw Take for CEOsHiring RevOps Team Members for Your FaaS Companies Business DevelopmentThis week Dan & Steve talk about the latests news regarding the new age media, the 'booster confuser', the Chinese real estate shut down, and hiring the right people to be apart of your revenue operations.
2021-10-0132 minThe Raw Take for CEOsScaling a FaaS Company Starts with an Intentional Marketing StrategyDan & Steve talk about marketing for a Finance-as-a-Service company. They introduce their 3 important P's to FaaS marketing, productization, people, & positioning. Check out our YouTube channel for video content!
2021-09-1641 minThe Raw Take for CEOsHow to use Rev-Ops in your BusinessThis week, Dan & Steve translate what they've talked about the last couple weeks into next steps for your business. They discuss what your journey looks like, competencies, what do you need to turn into core competencies of the business.Check out our YouTube channel for video content!
2021-09-0936 minThe Raw Take for CEOsAll About Revenue OperationsThis week, Dan & Steve talk about marketing, sales, and customer success, which is all under the roof of Rev-Ops. They talk about GrowthLab's journey with Rev-Ops and why they think it is important for businesses to spend time on. Check out our YouTube channel for video content!
2021-09-0328 minThe Raw Take for CEOsWhy Digital Marketing Needs to be a Core Competency of any Service-Based BusinessThis week Dan & Steve are joined by Blake Oliver, Co-host of the Cloud Accounting Podcast & Marketing Director at Jirav. They talk about the importance of digital marketing and why it needs to be a core competency of any service-based business. Check out our YouTube channel for video content!
2021-08-2442 minThe Raw Take for CEOsGoal Deployment Plan, Long-Range Plan, & Annual Operating PlanThis week Dan & Korey continue the conversation on goal deployment plans and how to change your business to meet your plans, don't change the plans to meet your business. Check out the Hoshin Matrix mentioned in this episode!Check out our YouTube channel for video content!
2021-08-1935 min
The Raw Take for CEOsBuilding Your Future Org Chart & Aligning Your Business to GoalsThis week, Steven & Korey talk about how to prepare your business to capture growth and how to position your organization by aligning it with set goals. Check out the Hoshin Matrix mentioned in this episode! Follow us on socials: Instagram, LinkedIn, Facebook
2021-08-1219 minThe Raw Take for CEOsHiring, Training & Retaining Gen Z EmployeesThis week Dan was joined by four Generation Z GrowthLab employees. They were asked to discuss their advice to a small business CEO on hiring, training, & retaining young adults in their 20s. Check out this week's Gen Z guests on LinkedIn:John Isola, Tom Yeargin, Alison Pittman, Griffin LecomteCheck out our YouTube channel for video content!
2021-08-0450 minThe Raw Take for CEOsOur Raw Take Rewind on Enhanced Unemployment, Economic Expansion, & SMB InfrastructureThis week, we started something new The Raw Take Rewind. Dan & Steve listen to clips from The Raw Take episode one year ago and discuss how they feel now about the topics and if what they thought was going to happen, actually happened. Check out our YouTube channel for video content!
2021-07-2934 minThe Raw Take for CEOsWhat Human Resource Plans Should Businesses HaveThis week, Steven & Korey talk about unemployment data, how businesses should begin to think about hiring plans / how they are going to retain their employees. Resources mentioned in the podcast: Paying for Performance, Small Business Black Monday
2021-07-2230 minThe Raw Take for CEOsExit Strategy, Succession Planning & EconomicsFor the 50th episode of The Raw Take for CEOs, Dan & Korey were joined by Robert dePalo, director of business planning at National Financial Network. They talked about exit strategy, succession planning, and current events in the economy right now.
2021-07-1537 min
GSD - Getting Services DoneEpisode 20: CSM CASE STUDY- Finance as a Service with Steven Byler of GrowthLab Finance-as-a-ServiceAs part of a new focus with the podcast, we kicked off our first case study with Steve of GrowthLab Finance-as-a-Service. Steve dives in and talked about the move to use CSM's when their customers asked for a different engagement model. Steve talks about how having CSM's gets him closer to his goal of "making things boring again." Some good chat here around net retention, QBR's and implementation.
2021-07-1235 minThe Raw Take for CEOsThe Evolution of Budgeting for EntrepreneursWith the first half of 2021 coming to a close, this week Dan & Steve talk about budgeting. How to build a budget, how to manage a budget, and how to adjust a budget. Learn more about mid-year adjusted budgets on the GrowthLab Blog.
2021-07-0826 minThe Raw Take for CEOsEconomic Backdrop: How We See Things Playing Out the Second Half of 2021This week Dan & Steve talk about people, unemployment rates, the 4th of July, and how all of those things are going to effect the second half of 2021. Interested in learning more about GrowthLab? Check out our website/shoot us an email q8YjEpd4mNeBnQtJZn59
2021-06-3030 minThe Raw Take for CEOsThe Raw Take From GrowthLab's CustomersThis week, Dan & Steve talk about a few topics. They began with 2021 planning and top 3 things to think about for the second half of the year, they touched base on the ERTC and PPP, and dove into our Customer Appreciation Day and gave The Raw Take from GrowthLab's Customers!
2021-06-2443 minThe Raw Take for CEOsHow Reputation Management Helps Improve Local SEOThis week, Dan & Korey are joined by Matt Murray, CEO of Widewail to talk about how they help local businesses manage reputation and build better local SEO. Check out Widewail to learn more!
2021-06-1743 minThe Raw Take for CEOsHow to Improve Sales Effectiveness by Maximizing Customer SatisfactionThis week we have a special guest... Sarah Courtney, Account Manager at Practice Ignition. They talk about what Practice Ignition is doing to increase customer satisfaction/ enchantment in the onboarding process.
2021-06-1031 minThe Raw Take for CEOsMarketing Strategies for a Service-Based BusinessSteven & Korey are joined by Steve Kornreich, Cofounder and CEO of MagicDesk. In this episode they discuss the difference between sales & marketing and how they work together to achieve common KPIs.
2021-06-0348 minThe Raw Take for CEOsHow We Leverage Technology to Achieve Company GoalsOn this week's episode, Dan is joined by Korey to discuss GrowthLab's marketing tech stack. They talk all about the tools that GrowthLab uses to achieve company goals in marketing and further the data driven decisions.
2021-05-2739 minThe Raw Take for CEOsHow to Have a Human Centered Marketing ApproachThis week we have a twist! Korey Cournoyer & John Isola from GrowthLab hosted this week's episode. They were joined by Asher Schofield, co-owner of Frog & Toad Store. They discussed the marketing journey of Frog & Toad and how although, marketing has changed in the past 20 years, they have still stayed true to marketing for the greater good and taking a human centered approach to it.
2021-05-2439 minThe Raw Take for CEOsGrowthLab's Unintentional Marketing JourneyThis week Dan & Steve discuss how important marketing has been to GrowthLab. How they went from creating content for the purpose of sales conversion, too beginning to develop more inbound marketing, nurturing, and diversifying content.
2021-05-1330 minThe Raw Take for CEOsWhat are Angel InvestorsThis week Dan & Steve were joined by Steve Walsh, Founder of Hands on Angel. They talked about what angel investors are and what Steve looks for in founders to invest in.
2021-05-0635 minThe Raw Take for CEOsThe Importance of Customer SuccessThis week Dan & Steve were joined by Jeff Kushmerek from Getting Services Done podcast. Jeff owns a consulting company where he consults with CEO's to improve Professional Services and Implementation. In this episode, they talk about the importance of implementing a customer success role within your business. Check out Jeff and give Getting Services Done podcast a listen!
2021-04-2942 minThe Raw Take for CEOsHow R&D Tax Credits can Benefit Your Business!We are springing forward with startup month here on The Raw Take. This week Dan & Korey were joined by Ari (Palmer) Salafia, Cofounder of TaxTaker. They discussed the benefits of research and development tax credits for startups and the qualifications. Listen to this episode to see how your business could qualify for R&D tax credits! TaxTaker has become the trusted R&D software for fast growing startups, venture capital firms, accelerators, and CPA firms around the country. Check out our partnership with TaxTaker!
2021-04-2245 minThe Raw Take for CEOsWhat is Corporate GovernanceThis week Dan and Steve are joined by Bryce DelGrande from Shoobx. Shoobx is the equity management platform that generates, executes, and stores legal documents.Check out our partnership with Shoobx!
2021-04-2044 minThe Raw Take for CEOsThe Foundation of a StartupApril is Startup month here at The Raw Take for CEOs. Today, Dan & Steve dive into the foundation of a startup and the importance of building a relationship with your partner. This month we will be having a series of guests to talk about different aspects of technology and fundamentals that go hand in hand for startups. Follow our Linkedin Accounts: Dan, Steven, GrowthLab Financial, Raw Take for CEOs
2021-04-0831 minThe Raw Take for CEOsWhat is Cash Flow ModelingTo close out March Cash Madness, Dan and Steve talk about cash flow modeling. This is a detailed model of our clients' assets, investments, debts, income and expenditure. Listen to this episode to learn about how GrowthLab approaches cash flow modeling. Linkedin Accounts:Dan StevenGrowthLab FinancialRaw Take for CEOs
2021-04-0123 minThe Raw Take for CEOsCreating a Cash Causal for Your BusinessThis week is the second week of GrowthLab's March (Cash) Madness!! Korey joined Steve to talk about cash causals for startups!!Check out our example of a cash waterfall here!!Check out Steve & Korey on LinkedIn! The Raw Take for CEOs is helping entrepreneurs manage through the challenges of today with honest, straightforward advice.
2021-03-1126 minThe Raw Take for CEOsUnderstanding Cash Flow from the Perspective of a StartupMarch Cash Madness!In this episode, Dan & Steve talk about business cash flow from the perspective of a startup or venture backed company. Over the next few weeks, we're putting together a series of educational videos, podcasts, live streams, and blogs around a very important topic... business cash flow. Get ready!!
2021-03-0525 minThe Raw Take for CEOsHow to Explore the World of PEOsNational Association of Professional Employer Organizations stated that between 2008 to 2017, the number of worksite employees employed by PEOs grew at a compounded annual rate of 8.3%.This week we are joined by Luke Van Every, who has spent years in PEOs and has learned how to help companies of all sizes. He helps determine whether a PEO is right for them and which PEO is the best fit for their needs.Luke founded True Compare PEO to better address the individualized needs of small and medium-sized businesses across the U.S. With years of...
2021-02-2542 minThe Raw Take for CEOsWhat Finance-as-a-Service Actually MeansHave you been wondering what “Finance-as-a-Service” actually means? This week, Dan and Steve dive into the fundamentals of being a FaaS company. Finance-as-a-Service companies offer fully integrated accounting, financial, and business strategy streams.A Finance-as-a-Service company looks very different than your typical accounting, advisory, or finance firm. This is due to the fact that FaaS companies leverage technology, scalable systems, and standard operating procedures. Check out GrowthLab to learn more about FaaS companies, or if you think our FaaS business model can benefit you, give us a call!
2021-02-1238 minThe Raw Take for CEOsBuilding a Company with SoulBuilding a Company with Soul... Today we had a Special Guest - Peter Kim, Founder & CEO Golden Circle Group, LLC. This one was a fun one where we talked about how #money isn't everything and we should push to show passion & love for what we do. Learn more about the culture of GrowthLab. Through every stage of your business, from inception through succession, we're your finance-as-a-service partner. Bookkeeping. Controllership. Fractional CFO. Tax Strategy.
2021-02-0959 minThe Raw Take for CEOsHow to Balance the Risks of Cybersecurity ThreatsThis week we dive into using technology in your business, the pros and cons of working remotely in a world of cybersecurity attacks. We are joined by Kevin Taylor, a cybersecurity lawyer from Zukerman Gore Brandeis & Crossman LLP. Kevin is offering a free 30 minute general consult to any of our startup clients. (exclusions apply) You can reach Kevin at his LinkedIn account.
2021-01-2844 minThe Raw Take for CEOsWhat will 2021 be likeThe Raw Take for 2021...learn what Dan & Steve predict for this year. How the vaccine, old technology, and inbound marketing are going to effect whether companies are going to win or lose. Check out more content from GrowthLab to help you win in 2021: https://www.growthlabfinancial.com
2021-01-1328 minThe Raw Take for CEOsTop Pivotal Moments in 2020Leaving 2020 with a buffet of feelings: accomplishment, exhaustion, gratefulness, heavy heartedness, empathy, and compassion. Dan and Steve discuss their top 3 pivotal moments in 2020. "Growth will come from reinventing our company culture, by embracing the millennial workforce, providing security for those experienced team members, engaging more with customers and the market, and lastly, acquisitions."
2021-01-0632 minThe Raw Take for CEOsSMB Accounting Infrastructure for 2021This week, we were joined with guest Dale Hahn, to talk about small business accounting infrastructure, new stimulus, and using apps for business automation.
2020-12-1837 minThe Raw Take for CEOsHow The Pandemic Made Us All Into MarketersWe are changing things up again this week… especially since we’re coming off of what used to probably be the most important day of the year for retailers - Black Friday! So today’s theme is all about marketing and we have a special guest. Jeff Hyde Director of Growth at Hawke Media will be joining us. Take out your notebook because we will be discussing three key takeaways to make your marketing efforts successful in 2021… regardless of whether you are a B2B or B2C company.
2020-12-0239 minThe Raw Take for CEOsTax Resolution: Don't put your head in the sandThis week we are going back to tactical items… we’re going to be talking about tax resolution. If you don’t know what that is…Stay tuned.We are joined with guests Dave Weishaus and Tom Conradt from Boxelder. We’ve enjoyed getting to know these guys because they are focused on what we enjoy, helping business owners succeed.
2020-11-1831 minThe Raw Take for CEOsWhat Small Business Owners Should Be Doing in 2021At GrowthLab Strategic & Financial Services we're saying don’t let 2020 define 2021. Year-end goals... 1- Stay focused, 2- Keep it simple, 3- Drive value to the customer. Just stay radically open to your team and customers.While 2020 has been a whirlwind, there's been a ton of opportunities out there if you look for them. Spend the last two months identifying those opportunities you have so you can set yourself up to execute them in 2021.
2020-11-1325 min
The Raw Take for CEOsManaging HR & People Risk with Luke Van EveryContinuing on the theme of managing human resources and people risk. We will be doing that today with Luke Van Every from Trinet. We pulled a statistic from the National Association of Professional Employer Organizations which stated that between 2008 to 2017, the number of worksite employees employed by PEOs grew at a compounded annual rate of 8.3%. This percentage growth in the PEO industry is 14x higher than that of employment in the US economy as a whole. The PEO is foreign to many, and our goal today is to help to try and demystify what it is, how it’s us...
2020-11-0600 minThe Raw Take for CEOsThe Realities of Entrepreneurship & Soul SearchingSmall business is more than just the creative journey and feel-good movement of starting something from scratch. Now there is a ton uncertainty. Who will be the next president? Will COVID persist? Will social unrest continue? Will my business be forced to be closed in perpetuity? Will my PPP get forgiven? All of this uncertainty forces us to take a step back and focus on what we really want out of this. What are your goals for 2021? This isn’t any normal year. We can't approach planning as if it is normal.
2020-10-3017 minThe Raw Take for CEOsHow to Start an Annual Operating Plan During UncertaintyToday we talk about the “Long Shadow of the Pandemic: 2024 and Beyond”. Based off of past experience with pandemics and other traumatic economic events. The post pandemic period won't be until 2024. 2020-2022 - “Immediate Pandemic Period”2023-2024 - “Intermediate Pandemic Period”2024+ “Post-pandemic Period”Now let's start building an annual plan… here’s 3-Steps to Building Your Annual Plan: Customer Acquisition, Behavior, Retention & Pricing COGS Pricing & Supply Chain / Vendors OpEx SavingsLinks mentioned:https://www.wsj.com/articles/the-long-shadow-of-the-pandemic-2024-and-beyond-11602860214https://www.wsj.com/articles/globa...
2020-10-2323 minThe Raw Take for CEOsThe Timing of the Economic Recovery and the Impact to your Annual Operating43% of Economists Don’t See U.S. Gaining Back Lost Jobs Until 2023. When do you think we will get the stimulus finally passed through? We believe there will be flat growth through 2021. There is still opportunities in two places. 1 - When everyone is laying off, this is a great opportunity to get key employees to build your team. 2 - Acquisitions of companies in distress. With companies struggling to make ends meet, is now your chance to “swoop in”?Check out the articles mentioned in this week's episode: https://www.wsj.co...
2020-10-1625 minThe Raw Take for CEOsFSA for Small BusinessesThis week Dan & Steve talk about the haves vs. the have nots & how the next stimulus needs to be a FSA for Small Businesses. Call your senator and ask for an FSA for Small Business infrastructure: https://www.house.gov/representatives/find-your-representative#:~:text=If%20you%20know%20who%20your,the%20U.S.%20House%20switchboard%20operator
2020-10-0721 minThe Raw Take for CEOsA Look Ahead... as Unemployment Goes, so Does the Election & the EconomyThis week Dan & Steve talk about their perspective of what the world looks like in the next 9 months; politics, potential for more stimulus, unemployment & the economy.
2020-10-0223 minThe Raw Take for CEOsReignited: PPP, PTO, Payroll, & PeopleThe Raw Take for CEO's, GrowthLab's new podcast is helping entrepreneurs manage through the challenges of today with honest, straightforward advice. Hosted by Managing Partners, Dan and Steve. This week Dan and Steve are reignited to talk about 4 P's....PPP, PTO, Payroll, and People.
2020-09-2525 minThe Raw Take for CEOsHow to Manage Risk Through TransitionsThis week Dan & Steven talk about more PPP loan money, the new payroll tax deferment updates and how your business can transition.
2020-08-2726 minThe Raw Take for CEOsRisk: Economic & InherentThis week Dan is joined by Korey Cournoyer to discuss DNC & Biden, Apple hits $2 Trillion, Buffet buys Gold, and how it plays into your working capital.
2020-08-1920 minThe Raw Take for CEOsR&D Tax Credits with Tom NallyDan & Steven are both back to talk shop. This week they talk about R&D tax credits with guest Tomas Nally from Alvarez and Marsal. Tom specializes in research credits and incentives.
2020-08-1231 minThe Raw Take for CEOsWebinar Overload & Engaging Employees in a Virtual EnvironmentThis week, Korey Cournoyer joins Steven to talk about information overload with webinars, how to engage employees in this new virtual environment, the impact of consumer spending on small businesses, and updates to new/ prior funding options.
2020-08-0522 minThe Raw Take for CEOsEconomy Updates + How to Avoid Being a "Zoom Zombie"This week, Dan & Steven talk about the drop in the economy, impact of stimulus money, and how to avoid being a "Zoom Zombie". Check out the GrowthLab Weekly GL to stay up to date on the latest happenings in today's business environment. .Follow us on social media for exclusive updated content everyday! Learn more- Growthlabfinancial.com
2020-07-3121 minThe Raw Take for CEOsHow Your Business can go From a Survival Mindset to a Thriving StrategyRisk & uncertainty is still on the table for 2020. This week Dan & Steven talk about how your business can go from a survival mindset to a thriving strategy. Introducing three main pieces of framework to help businesses thrive through the rest of the year.
2020-07-2223 minThe Raw Take for CEOsGrowth Opportunities in the Middle of a PandemicJoin us this week while Dan & Steve talk about growth opportunities. They continue the discussion on growth with introducing their three pillars of growth and how to think through them. They discuss how your business can utilize tools to grow in the middle of a pandemic, such as, the SBA list of small businesses who received the PPP Loan.
2020-07-1620 minThe Raw Take for CEOsHandling the PPP TruthDan Gertrudes and Korey Cournoyer talk about handling the PPP truth. This week the treasury released names of 650,000 companies that received the U.S Small Business PPP Loan. Dan & Korey dive into how this data can be beneficial to your business, and ways you can leverage your company through the list of recipients.
2020-07-1019 minThe Raw Take for CEOsKnow Where You Make & Lose MoneyThis week Dan & Steve talk about a few updates and commonly asked questions on the PPP Loan Forgiveness Application. They then dove into the number 2 of the GL Four... "Know Where You Make & Lose Money". UnderstandMaking money is much more than watching your checking account growKnowing and understanding your gross margin contribution – avoiding unprofitable sales80/20 rule DesignDesigning a system that gives insight into customer level profitability or product line marginsHow much time do I spend on billing, collections, & other non-value add drivers? ImplementTake advantage of mod...
2020-07-0127 minThe Raw Take for CEOsUnderstanding Your Cash Flow with Brian SuthoffDan & Steven continue the conversation on The GrowthLab Four, going into Number 1. Understanding Your Cash Flow. This week's guest is Brian Suthoff, CEO & Cofounder at Tally Street.
2020-06-2534 minThe Raw Take for CEOsDIY PPP Loan Forgiveness ApplicationJoin us as we continue the conversation on identifying the challenges businesses are facing today through the unique shifts in our economy and everyday life while planning for long-term success. This week Dan and Steven talk all about the "GrowthLab Four" as well as a DIY PPP Loan Forgiveness Application.
2020-06-1824 minThe Raw Take for CEOsThe GrowthLab FourJoin us as we continue the conversation on identifying the challenges businesses are facing today through the unique shifts in our economy and everyday life while planning for long-term success. This week Dan and Steven talk all about the "GrowthLab Four". The four main fundamentals that GrowthLab uses to drive change and growth.
2020-06-1119 minThe Raw Take for CEOsAltruistic Selling During Post COVID-19Join us as we continue the conversation on identifying the challenges businesses are facing today through the unique shifts in our economy and everyday life while planning for long-term success. This week's guest is Brent Keltner, President at Winalytics... we will be talking about his 4 principles and altruistic selling during post COVID-19.
2020-06-0434 minThe Raw Take for CEOsPPP Loan: What's Changed & What's ChangingDon't know what to Do? Do you already have PPP money? If yes, then you need to re-think how your spending. Look to optimize business objectives amidst new information. Don’t have it yet? If so, take another look at the program...it’s changed. Check out the full video version of this podcast at: https://www.youtube.com/watch?v=on8GWBu9l_g&t=146s
2020-06-0222 minThe Raw Take for CEOsHiring, Training, & Footprint Post-COVIDIn this episode, Weekly GL hosts, Dan Gertrudes and Steven Byler talk about the economy opening back up. Thinking around the Office Footprint 2.0 and the impact of Onboarding & Training of new college grads on #SMBs.
2020-05-2118 minThe Raw Take for CEOsYour Comprehensive Guide to Navigating the SBRA ActIn this episode, Weekly GL hosts, Dan Gertrudes and Steven Byler talk shop around the SBRA Act with attorneys, Alex & Greg from Barton Gilman .
2020-05-1927 min
Todd Nief's ShowGretchen Leslie (GrowthLab)Gretchen Leslie is the Director of Operations for GrowthLab and I Will Teach You To Be Rich. I recently attended a live event that Gretchen and the GrowthLab team put on in New York, and I wanted to talk with Gretchen about her management philosophy and how she manages an entirely remote team. Gretchen has an extensive background in Six Sigma and large organizations, so - between that and her work with GrowthLab - she has deep insights from a wide variety of organizational scenarios. Anyone who works with people will get some excellent takeaways from this episode, particularly...
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