The Raw Take for CEOs: Recent Episodes
GrowthLab Financial
There has been a change in how the Bureau of Economic Statistics is calculating metrics on the labor market. We have seen an uptick in the number of resumes we have received and think the corner is turning on this labor market.
📈Learn more about how GrowthLab can elevate your business.
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!
Check out the Video version of this podcast.
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 aroundcustomers, 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!
Honky Tonk! This episode is live from Nashville. Dan & Steve talk about the Digital CPA conference in Nashville and a sneak peak at how GrowthLab plans to take on the Metaverse in 2022.
This week Dan & Steve give their Raw Take on current events in economics and how these events are going to impact small businesses.
This week on The Raw Take for CEOs, Dan & Steve talk about what they are thankful for this year!
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 weekDan&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.
Just when we thought our businesses survived all the chapters of the global pandemic... transitions to remote work, supply chain constraints, and inflationary pressures from all angles…
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.
Check out our YouTube channel for video content!
This week, Dan & Stevetranslate 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.
Check out our YouTube channel for video content!
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.
Check out our YouTube channel for video content!
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.
Check out our YouTube channel for video content!
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!
Check out our YouTube channel for video content!
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
Check out our YouTube channel for video content!
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.
Check out our YouTube channel for video content!
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.
This week Dan & Steve were joined by Jeff Kushmerek from Getting Services Done podcast. Jeff owns a consulting company where he consults with CEO's to improve Professional Services and Implementation. In this episode, they talk about the importance of implementing a customer success role within your business.
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!
April is Startup month here at The Raw Take for CEOs. Today, Dan & Steve dive into the foundation of a startup and the importance of building a relationship with your partner.
This month we will be having a series of guests to talk about different aspects of technology and fundamentals that go hand in hand for startups.
Follow our Linkedin Accounts: Dan, Steven, GrowthLab Financial, Raw Take for CEOs
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.
Linkedin Accounts:
Dan
Steven
GrowthLab Financial
Raw Take for CEOs
This week is the second week of GrowthLab's March (Cash) Madness!! Korey joined Steve to talk about cash causals for startups!!
Check out our example of a cash waterfall here!!
Check out Steve & Korey on LinkedIn!
The Raw Take for CEOs is helping entrepreneurs manage through the challenges of today with honest, straightforward advice.
March Cash Madness!
In this episode, Dan & Steve talk about business cash flow from the perspective of a startup or venture backed company.
Over the next few weeks, we're putting together a series of educational videos, podcasts, live streams, and blogs around a very important topic... business cash flow. Get ready!!
National Association of Professional Employer Organizationsstated 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.
This week we dive into using technology in your business, the pros and cons of working remotely in a world of cybersecurity attacks. We are joined by Kevin Taylor, a cybersecurity lawyer from Zukerman Gore Brandeis & Crossman LLP.
Kevin is offering a free 30 minute general consult to any of our startup clients. (exclusions apply)
You can reach Kevin at his LinkedIn account.
The Raw Take for 2021...learn what Dan & Steve predict for this year. How the vaccine, old technology, and inbound marketing are going to effect whether companies are going to win or lose.
Check out more content from GrowthLab to help you win in 2021: https://www.growthlabfinancial.com
Leaving 2020 with a buffet of feelings: accomplishment, exhaustion, gratefulness, heavy heartedness, empathy, and compassion. Dan and Steve discuss their top 3 pivotal moments in 2020.
"Growth will come from reinventing our company culture, by embracing the millennial workforce, providing security for those experienced team members, engaging more with customers and the market, and lastly, acquisitions."
This week, we were joined with guest Dale Hahn, to talk about small business accounting infrastructure, new stimulus, and using apps for business automation.
We are changing things up again this week… especially since we’re coming off of what used to probably be the most important day of the year for retailers - Black Friday! So today’s theme is all about marketing and we have a special guest. Jeff Hyde Director of Growth at Hawke Media will be joining us. Take out your notebook because we will be discussing three key takeaways to make your marketing efforts successful in 2021… regardless of whether you are a B2B or B2C company.
This week we are going back to tactical items… we’re going to be talking about tax resolution. If you don’t know what that is…Stay tuned.We are joined with guests Dave Weishaus and Tom Conradt from Boxelder. We’ve enjoyed getting to know these guys because they are focused on what we enjoy, helping business owners succeed.
At GrowthLab Strategic & Financial Services we're saying don’t let 2020 define 2021. Year-end goals... 1- Stay focused, 2- Keep it simple, 3- Drive value to the customer. Just stay radically open to your team and customers.
While 2020 has been a whirlwind, there's been a ton of opportunities out there if you look for them. Spend the last two months identifying those opportunities you have so you can set yourself up to execute them in 2021.
Small business is more than just the creative journey and feel-good movement of starting something from scratch. Now there is a ton uncertainty. Who will be the next president? Will COVID persist? Will social unrest continue? Will my business be forced to be closed in perpetuity? Will my PPP get forgiven? All of this uncertainty forces us to take a step back and focus on what we really want out of this. What are your goals for 2021? This isn’t any normal year. We can't approach planning as if it is normal.
Today we talk about the “Long Shadow of the Pandemic: 2024 and Beyond”. Based off of past experience with pandemics and other traumatic economic events. The post pandemic period won't be until 2024.
2020-2022 - “Immediate Pandemic Period”
2023-2024 - “Intermediate Pandemic Period”
2024+ “Post-pandemic Period”
Now let's start building an annual plan… here’s 3-Steps to Building Your Annual Plan:
- Customer Acquisition, Behavior, Retention & Pricing
- COGS Pricing & Supply Chain / Vendors
- OpEx Savings
Links mentioned:
https://www.wsj.com/articles/the-long-shadow-of-the-pandemic-2024-and-beyond-11602860214
https://www.wsj.com/articles/global-stock-markets-dow-update-10-19-2020-11603100257
https://www.nytimes.com/2020/10/16/upshot/stimulus-checks-unemployment.html?auth=login-google
https://www.wsj.com/articles/how-apprenticeship-reimagined-vaults-graduates-into-middle-class-11603099801
https://www.google.com/amp/s/www.bloomberg.com/amp/news/articles/2020-10-14/covid-recession-spawning-entrepreneurs-in-u-s-amid-joblessness
https://www.wsj.com/articles/treasury-department-encouraged-banks-to-prioritize-existing-customers-for-ppp-loans-democratic-report-says-11602861336?mod=business_minor_pos4
43% of Economists Don’t See U.S. Gaining Back Lost Jobs Until 2023. When do you think we will get the stimulus finally passed through?
We believe there will be flat growth through 2021. There is still opportunities in two places.
1 - When everyone is laying off, this is a great opportunity to get key employees to build your team.
2 - Acquisitions of companies in distress. With companies struggling to make ends meet, is now your chance to “swoop in”?
Check out the articles mentioned in this week's episode:
https://www.wsj.com/articles/wsj-survey-43-of-economists-dont-see-u-s-gaining-back-lost-jobs-until-2023-11602165600
https://www.wsj.com/articles/jpmorgan-citigroup-signal-that-economy-isnt-out-of-the-woods-11602611732
https://remarkboard.com/m/trump-s-campaign-nearly-went-broke-for-the-2020-home/1f2iovu93qoro
https://www.wsj.com/articles/senate-to-vote-on-new-funding-for-small-business-aid-program-next-week-mcconnell-says-11602601139
https://www.nytimes.com/2020/10/13/nyregion/big-tech-nyc-office-space.html
This week Dan & Steve talk about the haves vs. the have nots & how the next stimulus needs to be a FSA for Small Businesses.
Call your senator and ask for an FSA for Small Business infrastructure: https://www.house.gov/representatives/find-your-representative#:~:text=If%20you%20know%20who%20your,the%20U.S.%20House%20switchboard%20operator
This week Dan & Steve talk about their perspective of what the world looks like in the next 9 months; politics, potential for more stimulus, unemployment & the economy.
The Raw Take for CEO's, GrowthLab's new podcast is helping entrepreneurs manage through the challenges of today with honest, straightforward advice. Hosted by Managing Partners, Dan and Steve. This week Dan and Steve are reignited to talk about 4 P's....PPP, PTO, Payroll, and People.
This week Dan & Steven talk about more PPP loan money, the new payroll tax deferment updates and how your business can transition.
This week Dan is joined by Korey Cournoyer to discuss DNC & Biden, Apple hits $2 Trillion, Buffet buys Gold, and how it plays into your working capital.
Dan & Steven are both back to talk shop. This week they talk about R&D tax credits with guest Tomas Nally from Alvarez and Marsal. Tom specializes in research credits and incentives.
This week, Korey Cournoyer joins Steven to talk about information overload with webinars, how to engage employees in this new virtual environment, the impact of consumer spending on small businesses, and updates to new/ prior funding options.
This week, Dan & Steven talk about the drop in the economy, impact of stimulus money, and how to avoid being a "Zoom Zombie".
Check out the GrowthLab Weekly GL to stay up to date on the latest happenings in today's business environment.
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Risk & uncertainty is still on the table for 2020. This week Dan & Steven talk about how your business can go from a survival mindset to a thriving strategy. Introducing three main pieces of framework to help businesses thrive through the rest of the year.
Join us this week while Dan & Steve talk about growth opportunities. They continue the discussion on growth with introducing their three pillars of growth and how to think through them. They discuss how your business can utilize tools to grow in the middle of a pandemic, such as, the SBA list of small businesses who received the PPP Loan.
Dan Gertrudes and Korey Cournoyer talk about handling the PPP truth. This week the treasury released names of 650,000 companies that received the U.S Small Business PPP Loan. Dan & Korey dive into how this data can be beneficial to your business, and ways you can leverage your company through the list of recipients.
This week Dan & Steve talk about a few updates and commonly asked questions on the PPP Loan Forgiveness Application. They then dove into the number 2 of the GL Four... "Know Where You Make & Lose Money".
- Understand
Making money is much more than watching your checking account grow
Knowing and understanding your gross margin contribution – avoiding unprofitable sales
80/20 rule * Design
Designing a system that gives insight into customer level profitability or product line margins
How much time do I spend on billing, collections, & other non-value add drivers? * Implement
Take advantage of modern data programs (QBO, XERO, Intacct, Netsuite) that can import directly into your FP&A system
Set up your Chart of Accounts (COA) around your data reporting & analytics needs (not CPA / tax requirements, etc.) * Measure
Identify the important ratios and have them updated automatically
Review on regular basis weekly or, at minimum, monthly
Dan & Steven continue the conversation on The GrowthLab Four, going into Number 1. Understanding Your Cash Flow. This week's guest is Brian Suthoff, CEO & Cofounder at Tally Street.
Join us as we continue the conversation on identifying the challenges businesses are facing today through the unique shifts in our economy and everyday life while planning for long-term success. This week Dan and Steven talk all about the "GrowthLab Four" as well as a DIY PPP Loan Forgiveness Application.
Join us as we continue the conversation on identifying the challenges businesses are facing today through the unique shifts in our economy and everyday life while planning for long-term success. This week Dan and Steven talk all about the "GrowthLab Four". The four main fundamentals that GrowthLab uses to drive change and growth.
Join us as we continue the conversation on identifying the challenges businesses are facing today through the unique shifts in our economy and everyday life while planning for long-term success. This week's guest is Brent Keltner, President at Winalytics... we will be talking about his 4 principles and altruistic selling during post COVID-19.
Don't know what to Do?
Do you already have PPP money? If yes, then you need to re-think how your spending. Look to optimize business objectives amidst new information.
Don’t have it yet? If so, take another look at the program...it’s changed.
Check out the full video version of this podcast at: https://www.youtube.com/watch?v=on8GWBu9l_g&t=146s
In this episode, Weekly GL hosts, Dan Gertrudes and Steven Byler talk about the economy opening back up. Thinking around the Office Footprint 2.0 and the impact of Onboarding & Training of new college grads on #SMBs.
In this episode, Weekly GL hosts, Dan Gertrudes and Steven Byler talk shop around the SBRA Act with attorneys, Alex & Greg from Barton Gilman .