
Episode #37
Scaling an Accounting Firm with AI and Advisory Services with Dan Gertrudes
<p>Scaling a firm requires more than technical expertise. It calls for clear systems, strong leadership, and the ability to adapt as the market changes.</p><p>Dan Gertrudes, CEO of GrowthLab, has spent the last decade shaping an outsourced finance and accounting firm that emphasizes strategy alongside service. From acquiring a traditional bookkeeping practice to building an advisory-driven model, he has focused on standardization, innovation, and the future role of AI in the industry. </p><p>Dan shares how to move from bookkeeping into advisory, why standardization fuels growth, and what AI means for the economics of running a f...

