EPISODE · Mar 23, 2022 · 47 MIN
The Path to Advisory in Client Accounting Services (Part 2 of 3) with Dan Gertrudes of GrowthLab Financial
from Earmark Podcast | Earn Free Accounting CPE · host Blake Oliver, CPA
Thank you to our sponsors!BotkeeperWin a free year of Botkeeper services!: https://www.botkeeper.com/winLiveFlowGet 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmarkSign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Dan GertrudesLinkedIn: https://www.linkedin.com/in/danielgertrudesTwitter: https://twitter.com/dangertrudesLearn more about GrowthLab:Website: https://www.growthlabfinancial.com/Connect with Blake Oliver, CPA:LinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Embed this episode
What this episode covers
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.
NOW PLAYING
The Path to Advisory in Client Accounting Services (Part 2 of 3) with Dan Gertrudes of GrowthLab Financial
No transcript for this episode yet
Similar Episodes
Similar Podcasts
No similar podcasts found.