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.

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!

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!

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!

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.

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, 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, Setting Budgets, and Goals Next, we'll delve into the importance of financial modeling, defining its significance in business planning. Ryan will share effective budgeting techniques and strategies for setting realistic financial goals that align with company objectives. Segment 3: The Power of Financial Tools Ryan will provide an overview of essential financial tools, including Jirav, Excel, Google Sheets, Fathom, and Basis. He'll explain how he and his team utilize each tool in their workflow to enhance financial planning and analysis. Segment 4: Tactical Strategy in Financial Planning In this segment, we'll discuss key business levers and how they drive performance. Through every stage of your business, from inception through succession, we're your finance-as-a-service partner.  Learn More about ⁠⁠GrowthLab⁠⁠!

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 2: Startups and Entrepreneurship Segment 3: Advice for Startups Through every stage of your business, from inception through succession, we're your finance-as-a-service partner.  Learn More about ⁠GrowthLab⁠!

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. Hear firsthand stories of his entrepreneurial ventures and how they shaped his approach to supporting startups. Segment 2 – Advice for Startups: Benefit from Steve's extensive experience working with numerous startups. Gain valuable advice on driving revenue, increasing profitability, building effective teams, and raising capital. Segment 3 – The Importance of Mental and Physical Health as an Entrepreneur: Understand the critical role of mental and physical well-being in the business world. Steve discusses common challenges faced by entrepreneurs and offers strategies to maintain health and productivity. Through every stage of your business, from inception through succession, we're your finance-as-a-service partner.  Learn More about GrowthLab!

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 EvolutionSegment 2: Transition to Customer Experience ManagerSegment 3: Importance of Customer Experience Manager in FaaS