The Path to Advisory in Client Accounting Services (Part 3 of 3) with Dan Gertrudes of GrowthLab Financial

We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In this three-part series, Dan Gertrudes details how his firm, GrowthLab Financial, has overcome the challenges of delivering CFO-level advisory services at scale to small businesses with his “Finance-as-a-Service” methodology. You’ll learn what questions to ask, who to hire on your team, what deliverables you’ll need to provide, and how to structure client engagements for success.