GrowthLab Finance-as-a-Service

The power of community is real! Enjoyed dinner and meeting the better halves of these awesome guys. I met David Emmerman at Accountex Boston in 2017. We were on stage with Heather Satterley CPA but not sure what we talked!! I met the legend Nicholas Pasquarosa at #Scottsville2023. He has become a close confidant. Thank you friends for a wonderful evening on the Island.

Founders who need Bookeeping, FP&A or CFO work, meet my friend Daniel Gertrudes https://lnkd.in/ennsvS_T

🔍 Thursday Scoop: Abigail Church, PHR® Week in HR at GrowthLab 🔍 Abigail, our HR Business Partner, has had a busy week driving our People Advisory Services forward: Developing Ideal Customer Profiles (ICPs): Abigail has been creating detailed ICPs specifically for our fractional HR and payroll compliance services, ensuring we’re targeting the right clients with tailored solutions. Social Media Content Strategy: Shifting gears, Abigail is crafting timely social media content centered around 401k Day and Fractional HR, aligning with what’s resonating with our audience. Task Completion for People Advisory Services: From workers' compensation audits to payroll system transfers and setting up onboarding processes, Abigail has been crossing off tasks, ensuring our People Advisory Services are running smoothly. HR Metrics Report Preparation: Abigail is gathering all the data needed to build a robust HR Metrics Report. This monthly report will be a valuable asset for our PAS customers.

We are thrilled to announce that Ann-Marie Laird has been named employee of the month for August! 🎉 Ann-Marie has made a significant impact on our team and our success, particularly through her strong alignment with our core values: 🔍 Intellectually curious: Ann-Marie consistently seeks out new knowledge, demonstrating a genuine curiosity that drives her to explore innovative solutions and contribute fresh ideas to the team. 📈Continuous improvement: Her dedication to refining her skills and processes ensures that she is always enhancing her performance and the outcomes of the team. 🌪❓ Agile & deal with ambiguity: Ann-Marie's ability to effectively collaborate and adapt to different challenges, while seeking clarification when needed, shows her comfort in dealing with ambiguity. 💪 Ownership and initiative: Ann-Marie has taken ownership of her accounts as an accounting manager, proactively managing her responsibilities and frequently offering assistance to other team members. 🤝 Trustworthy: Her reliability and integrity make her a trusted team member, with colleagues knowing they can always count on her. 🎉 Enthusiasm: Ann-Marie's willingness to take on extra work, even with her busy schedule, reflects her enthusiasm for her role and commitment to the team’s success. 🤗 Empathy: She goes above and beyond to support her colleagues, always ready to help them with their workload. Please join us at GrowthLab in congratulating Ann-Marie Laird on this well-deserved recognition! 

Navigating growth, acquisitions, or planning your exit? It’s a complex journey that requires expertise and a strategic approach. We’re excited to introduce Dan Gertrudes, our new advisor who specializes in guiding accounting firms through these critical transitions. With over 25 years of combined experience in Corporate America and as the CEO of GrowthLab FaaS, Dan has successfully led firms through acquisitions and mergers, always with a focus on practical solutions and cultural integration. As the accounting landscape evolves, so do the challenges. Whether it’s mastering Cloud Accounting, Virtual CFO services, or financial planning, Dan’s insights are now at your disposal. Ready to take the next step? Contact Daniel Gertrudes today to explore how he can help your firm navigate these transitions with confidence and clarity.

Asking our chill boss "hypothetical" questions 😉☕️🍸🤫

🌟 Thursday Scoop: Spotlight on Griffin, Our FP&A Analyst! 🌟 This week, Griffin Lecomte has been making strides in several critical areas: 409A Valuations: Griffin is knee-deep in 409A valuations, ensuring our clients have accurate and compliant assessments to keep their financials in line with industry standards. STRMS Project Development: The ongoing development of the STRMS project has been a major focus for Griffin, providing key support to drive this initiative forward. AOP Roll Forward & Forecasts: Griffin’s been on top of our monthly AOP roll forward and forecast updates, keeping our clients’ financial projections sharp and on target. Griffin’s analytical skills and attention to detail continue to elevate the work we do at GrowthLab. Thanks for your hard work, Griff! And thanks to Karbon for the great golf shirt!

🔊 Heads Up! 🔊 As we approach 401(k) Day on September 6, I’ll be sharing a series of posts throughout the week to debunk common 401(k) myths and provide valuable tips on how to maximize your retirement savings. 💡 Special thanks to Plan Sponsor Council of America for providing the facts that will guide us through these important insights. Whether you're just starting your retirement journey or looking to optimize your existing plans, these posts will help you make informed decisions about your financial future. Stay tuned and join the conversation! Let's ensure you're fully equipped to take advantage of everything your 401(k) has to offer. 🚀 GrowthLab Finance-as-a-Service #401k #RetirementPlanning #FinancialLiteracy #PeopleAdvisory #PeopleAdvisoryServices

📊 Here’s a summary in three graphs of the results of our marketing efforts over the last 6 months: 🚀 Core Web Vitals: Our mobile vitals are finally in the green. This is a critical achievement for our digital presence and user experience. Lot's of experimenting... secret was (drumroll) check out AMP for mobile. 🎥 Video Search Index Recovery: After Google removed all videos from the search index in December 2023 and created new rules, they’ve started to reappear over the last two months. Persistence pays off! 📈 Web Impressions: We hit an inflection point at the beginning of June, and our web impressions are now on a strong upward trend. 👏 Big shoutout to Alison Bulmer and Sofia Gertrudes for their dedication and hard work. We’re seeing the results and moving forward with momentum! Yes 💡 Korey Cournoyer and I added a lot to their plates. ⚠️ For accounting firms like GrowthLab Finance-as-a-Service and many countless other small businesses, it’s easy to become complacent and let giants like Google and Microsoft influence our destiny. But we can’t afford to allow this to happen. 💡 Staying on top of current search engine and digital marketing dynamics is crucial, and I’m incredibly proud of the strides our marketing team has made in this challenging environment.

It’s crucial to explore new apps and SaaS platforms to uncover blind spots and opportunities.💰📈 However, equally vital is clearly defining your functional requirements to align new technologies with your long-term objectives. At GrowthLab Finance-as-a-Service and STRMS, we prioritize our techstack partnerships, seldom discarding platforms post-implementation. Amid cost rationalization, companies often scrutinize marketing and technology expenses. Now is the time to reevaluate tech platforms, not for cost-cutting purposes, but to strengthen ties with your techstack partners. In an increasingly competitive landscape, deepening relationships and maximizing the potential of techstack partners are keys to success. Leveraging these partnerships intelligently could be a strategic and lucrative decision. Karbon Ignition Prismatic Intuit QuickBooks Tallyfor Clerk Chat G-Accon Clockwork #TechPartners #SaaS #GrowthLab #TechStack #Partnerships