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.

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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.

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!

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:

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.

Through every stage of your business, from inception through succession, we're your finance-as-a-service partner. 

Learn More about GrowthLab!