Marketing Fundamentals in the Age of AI

The Grinnell Move: How GrowthLab Became an Accounting Firm

Recorded on: May 5, 2015 Behind-the-scenes reflection, Dan, CEO of GrowthLab, shares the raw and candid story of a pivotal acquisition that reshaped the company’s trajectory: the purchase of Grinnell Bookkeeping. Recorded just after the deal was finalized nearly a decade ago, Dan walks through his mindset in real time. The risks, the rationale, and the relationships that made it possible. He opens up about the strategic potential he saw (and initially underestimated), the evolving role of key partners and the financial and operational realities of scaling a service-based business.

Marketing That Matters: Connecting Fintech with Accounting & CFO

In this episode of The FaaS Evolution, we sit down with Anna Khayet [https://www.linkedin.com/in/annaagishtein/], 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. Powered by GrowthLab Financial [growthlabfinancial.com]

Marketing Fundamentals in the Age of AI

This week Dan is joined by Geoffrey Gualano [https://www.linkedin.com/in/geoffreygualano/], Head of Marketing at A2X [https://www.a2xaccounting.com/]. 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.

Scaling with Intention: Luke Templin on EOS and Working On Your Business

In this episode of The FaaS Evolution, Luke Templin [https://www.linkedin.com/in/luketemplin-fractional-cfo/] 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.

The Power of Community and Relationships in the Accounting Industry w/ Alex Miles

In this episode, we talk about the power of building authentic relationships and communities in the accounting industry. Our guest, Alex Miles [https://www.linkedin.com/in/alexandralwhitney/], Founder of Alex Miles Marketing [https://alexmilesmarketing.com], 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! [https://www.growthlabfinancial.com/calendar]