The Path to Advisory in Client Accounting Services (Part 1 of 3) with Dan Gertrudes of GrowthLab Financial

Download MP3
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.
Thank you to our sponsors!

Botkeeper
Win a free year of Botkeeper services!: https://www.botkeeper.com/win

LiveFlow
Get 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmark

Sign up to get free CPE for listening to this podcast:
https://earmarkcpe.com

Download the Earmark CPE App:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Connect with Our Guest, Dan Gertrudes
LinkedIn: https://www.linkedin.com/in/danielgertrudes
Twitter: https://twitter.com/dangertrudes

Learn more about GrowthLab:
Website: https://www.growthlabfinancial.com/

Connect with Blake Oliver, CPA:
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

Creators and Guests

The Path to Advisory in Client Accounting Services (Part 1 of 3) with Dan Gertrudes of GrowthLab Financial
Broadcast by