The Raw Take for CEOs

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How will the current events in the news affect your small business? Daniel & Steven dive into what they have been observing in the business and what small businesses should do to mitigate risk. 

Check out what GrowthLab can do for your business!

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In this economy, businesses need to have a plan. Prices are going up, hiring is getting tough, but don't overreach. Daniel & Steven discuss more about current economics and how your business can plan.

Let's make economics boring again‼️ Join Daniel & Steven as they talk about the bond market, valuations, the great resignation, & inflation up 7% ...WTF❓❓ Check out the video version of this episode!

With the highest rate of employees quitting ever they are not quitting over money, but over other opportunities. Although, money still talks, now’s the time to rethink people operations and compensation structures. Check out the video version of this episode!

The last episode of 2021.🎉 Dan & Steve discuss a theme for 2022: Reversion to the Mean. They discuss topics around customers, people, business operations and the economics. Check out the video version of this episode!

As the year comes to a close, Dan & Steve talk about how some of the most impactful events of 2021 are going to effect 2022. Check out the video version of this episode!

With the Federal Reserve meetings happening this week, Dan & Steve talk about what they think 2022 is going to look like. They discuss an Accounting Today Poll on what accountants outlook is for 2022. Check out the video version of this episode!

Listen to the FaaS Evolution Podcast HERE!

This week Dan & Steve give their Raw Take on current events in economics and how these events are going to impact small businesses. 

If don’t have acquisition strategy going in to 2022, you should. This week, Dan & Steve talk about a plan for acquisitive growth. It may be time to spend your marketing budget on some corporate development activity such as sourcing acquisition leads in your industry.

This episode continues the talk around startup financing. Dan & Steve talk about financing for a startup. When should founders start to raise money and how much should they raise? 

This episode starts off our financing series. This week, Dan & Steve talk about startup financing. Know your liquidity profile, don’t raise too much, and raise it with appropriate vehicles. 

Three things that are important to every employee, money, professional development, and purpose. Join Dan & Steve talk about the latest news in the economy and ways that business owners can de-risk the great resignation. 

This week Steve is joined by Korey to discuss the Employee Retention Tax Credit. Learn if your business can qualify and what the benefits could be. 

Check out our full blog on the ERTC!

This week Dan & Steve are joined with Ari Salafia CEO of TaxTaker, to talk about how they have actively shaped GrowthLab and TaxTaker to engage ethically with customers. 

Is there yet another chapter unfolding in this tumultuous, storied journey... The Great Resignation of 2021? This week Dan & Steve dive into what they think about this. 

This week Dan & Steve talk about the latests news regarding the new age media, the 'booster confuser', the Chinese real estate shut down, and hiring the right people to be apart of your revenue operations. 

Dan & Steve talk about marketing for a Finance-as-a-Service company. They introduce their 3 important P's to FaaS marketing, productization, people, & positioning. 

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This week, Dan & Steve translate what they've talked about the last couple weeks into next steps for your business. They discuss what your journey looks like, competencies, what do you need to turn into core competencies of the business.

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This week, Dan & Steve talk about marketing, sales, and customer success, which is all under the roof of Rev-Ops. They talk about GrowthLab's journey with Rev-Ops and why they think it is important for businesses to spend time on. 

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This week Dan & Steve are joined by Blake Oliver, Co-host of the Cloud Accounting Podcast & Marketing Director at Jirav. They talk about the importance of digital marketing and why it needs to be a core competency of any service-based business.   

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This week Dan & Korey continue the conversation on goal deployment plans and how to change your business to meet your plans, don't change the plans to meet your business. Check out the Hoshin Matrix mentioned in this episode!

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This week, Steven & Korey talk about how to prepare your business to capture growth and how to position your organization by aligning it with set goals. Check out the Hoshin Matrix mentioned in this episode! 

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This week Dan was joined by four Generation Z GrowthLab employees. They were asked to discuss their advice to a small business CEO on hiring, training, & retaining young adults in their 20s. 

Check out this week's Gen Z guests on LinkedIn:

John Isola, Tom Yeargin, Alison Pittman, Griffin Lecomte

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This week, we started something new The Raw Take Rewind. Dan & Steve listen to clips from The Raw Take episode one year ago and discuss how they feel now about the topics and if what they thought was going to happen, actually happened. 

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This week, Steven & Korey talk about unemployment data, how businesses should begin to think about hiring plans / how they are going to retain their employees. 

Resources mentioned in the podcast: Paying for Performance, Small Business Black Monday

For the 50th episode of The Raw Take for CEOs, Dan & Korey were joined by Robert dePalo, director of business planning at National Financial Network. They talked about exit strategy, succession planning, and current events in the economy right now. 

With the first half of 2021 coming to a close, this week Dan & Steve talk about budgeting. How to build a budget, how to manage a budget, and how to adjust a budget. 

Learn more about mid-year adjusted budgets on the GrowthLab Blog. 

This week Dan & Steve talk about people, unemployment rates, the 4th of July, and how all of those things are going to effect the second half of 2021. 

Interested in learning more about GrowthLab? Check out our website/shoot us an email 

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This week, Dan & Steve talk about a few topics. They began with 2021 planning and top 3 things to think about for the second half of the year, they touched base on the ERTC and PPP, and dove into our Customer Appreciation Day and gave The Raw Take from GrowthLab's Customers! 

This week, Dan & Korey are joined by Matt Murray, CEO of Widewail to talk about how they help local businesses manage reputation and build better local SEO. 

Check out Widewail to learn more! 

This week we have a special guest... Sarah Courtney, Account Manager at Practice Ignition. They talk about what Practice Ignition is doing to increase customer satisfaction/ enchantment in the onboarding process. 

Steven & Korey are joined by Steve Kornreich, Cofounder and CEO of MagicDesk. In this episode they discuss the difference between sales & marketing and how they work together to achieve common KPIs. 

On this week's episode, Dan is joined by Korey to discuss GrowthLab's marketing tech stack. They talk all about the tools that GrowthLab uses to achieve company goals in marketing and further the data driven decisions. 

This week we have a twist! Korey Cournoyer & John Isola from GrowthLab hosted this week's episode. They were joined by Asher Schofield, co-owner of Frog & Toad Store. They discussed the marketing journey of Frog & Toad and how although, marketing has changed in the past 20 years, they have still stayed true to marketing for the greater good and taking a human centered approach to it. 

This week Dan & Steve discuss how important marketing has been to GrowthLab. How they went from creating content for the purpose of sales conversion, too beginning to develop more inbound marketing, nurturing, and diversifying content. 

This week Dan & Steve were joined by Steve Walsh, Founder of Hands on Angel. They talked about what angel investors are and what Steve looks for in founders to invest in. 

Check out Jeff and give Getting Services Done podcast a listen! 

We are springing forward with startup month here on The Raw Take. This week Dan & Korey were joined by Ari (Palmer) Salafia, Cofounder of TaxTaker. They discussed the benefits of research and development tax credits for startups and the qualifications. Listen to this episode to see how your business could qualify for R&D tax credits! 

TaxTaker has become the trusted R&D software for fast growing startups, venture capital firms, accelerators, and CPA firms around the country. Check out our partnership with TaxTaker! 

This week Dan and Steve are joined by Bryce DelGrande from Shoobx. Shoobx is the equity management platform that generates, executes, and stores legal documents.

Check out our partnership with Shoobx! 

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To close out March Cash Madness, Dan and Steve talk about cash flow modeling. This is a detailed model of our clients' assets, investments, debts, income and expenditure. Listen to this episode to learn about how GrowthLab approaches cash flow modeling. 

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Dan 

Steven

GrowthLab Financial

Raw Take for CEOs

Check out our example of a cash waterfall here!!

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The Raw Take for CEOs is helping entrepreneurs manage through the challenges of today with honest, straightforward advice.

National Association of Professional Employer Organizations stated that between 2008 to 2017, the number of worksite employees employed by PEOs grew at a compounded annual rate of 8.3%.

This week we are joined by Luke Van Every, who has spent years in PEOs and has learned how to help companies of all sizes. He helps determine whether a PEO is right for them and which PEO is the best fit for their needs.

Luke founded True Compare PEO to better address the individualized needs of small and medium-sized businesses across the U.S. With years of experience working for some of the nation’s top providers, Luke leverages his expertise and long-standing relationships with a broad range of PEOs to help companies evaluate which PEOs offer solutions best tailored to meet their specific needs.

You can contact Luke via his Website or LinkedIn account, linked above. 

Have you been wondering what “Finance-as-a-Service” actually means? This week, Dan and Steve dive into the fundamentals of being a FaaS company. Finance-as-a-Service companies offer fully integrated accounting, financial, and business strategy streams.A Finance-as-a-Service company looks very different than your typical accounting, advisory, or finance firm. This is due to the fact that FaaS companies leverage technology, scalable systems, and standard operating procedures. 

Check out GrowthLab to learn more about FaaS companies, or if you think our FaaS business model can benefit you, give us a call!

Building a Company with Soul... Today we had a Special Guest - Peter Kim, Founder & CEO Golden Circle Group, LLC. This one was a fun one where we talked about how #money isn't everything and we should push to show passion & love for what we do. 

Learn more about the culture of GrowthLab. Through every stage of your business, from inception through succession, we're your finance-as-a-service partner. Bookkeeping. Controllership. Fractional CFO. Tax Strategy.