The FaaS Evolution by GrowthLab FaaS

The FaaS Evolution
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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.

  1. 04/18/2025

    The Grinnell Move: How GrowthLab Became an Accounting Firm

    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 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 service-based business.

    8 min

  2. 03/18/2025

    Marketing That Matters: Connecting Fintech with Accounting & CFO

    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 in accounting and finance technology, the challenges fintechs face in reaching accountants and CFOs, and how firms can successfully adopt new tools. Powered by GrowthLab Financial

    44 min

  3. 01/30/2025

    Marketing Fundamentals in the Age of AI

    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 businesses can thrive by focusing on long-term, consistent efforts rather than quick fixes.

    1h 13m

  4. 11/13/2024

    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.

    48 min

  5. 10/07/2024

    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!

    51 min

  6. 09/23/2024

    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!

    58 min

  7. 08/21/2024

    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!

    36 min

  8. 07/23/2024

    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.

    51 min
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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.

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