
The FaaS Evolution by GrowthLab FaaS
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.
Latest episodes

Apr 15, 2024 • 40min
Optimizing Cash Flow: A Guide to R&D Tax Credit Benefits
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

Mar 6, 2024 • 37min
Entrepreneurial Insights: Driving Innovation in Finance as a Service
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

Jan 30, 2024 • 36min
Breaking out of the Accounting Perception Box 📦 w/ Roman Villard
Roman Villard, founder of Full Send Finance, discusses breaking out of the accounting perception box. Topics include the versatility of accountancy roles, advice and insights for startups, and the satisfaction in supporting entrepreneurs on their financial journey.

Jan 4, 2024 • 49min
Empowering Your People: Insights on People Advisory Services with Will Lopez from Gusto
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 business is your team. GrowthLab's People Advisory helps maximize your investment in your people. Attract. Retain. Elevate.
Learn more about People Advisory Services
Learn more about Gusto

Dec 19, 2023 • 47min
Streamlining 1099 Season: How GrowthLab Navigates with Ignition
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 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 Templates
Sign up for Ignition HERE: Say GrowthLab sent you!
Ignition makes it simple to sell, bill and get paid for your services - all in one place. With automated billing and payment collection through impressive online proposals, we help accounting and professional services businesses improve efficiency, optimize revenue and deliver seamless client experiences.

Oct 5, 2023 • 37min
Balancing the Books and Emotions: Promoting Mental Well-Being in the Accounting Profession
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 Finance-as-a-Service firm – the good, the bad, the ugly.
Today's topic is going to be a candid discussion about the unique challenges accountants face, and explore strategies, resources, and personal stories to promote mental well-being in the profession.
Host: Dan Gertrudes
Powered by: GrowthLab FaaS

12 snips
Aug 1, 2023 • 51min
FP&A - The Bridge Between Accounting and CFO w/ Paul Barnhurst & Stephen Newland
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 consulting firm. A well-respected influencer in the FP&A community, Paul is passionate about sharing his insights and expertise.
Stephen Newland has held key roles at GrowthLab, Delta, Qoins, and Gravy. Not only does has 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. 📈

Jul 24, 2023 • 43min
Growing Pains: Running a Multifaceted Accounting Business
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 through our recurring accounting services?
Who is GrowthLab? 👉🏼 About The GL Team🌟
#FaaSEvolution #accounting #podcast #cloudaccounting #FaaS

Jun 26, 2023 • 49min
A Busy Tax Season With Logan Graf -- The Good, The Bad, The Ugly!!
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 expectations?
Are you making any changes for the fall tax season?
Is there any new tech you are discovering or leveraging?
What drove your YouTube stardom?

Jun 5, 2023 • 25min
How is the Accounting Industry Going to Grow?
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
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.