Join us as we dive into the sales process for effectively selling accounting services. Marie Greene from Connected Accounting LLC and Dan Gertrudes from GrowthLab Financial Services, Inc. will share their expertise.
Speakers
Dan Gertrudes
CEO and co-founder of GrowthLab
Dan Gertrudes is CEO and co-founder of GrowthLab, a Finance-as-a-Service (FaaS) company that serves founders and management teams with financial planning, accounting, and CFO support. GrowthLab specializes in helping startups, emerging growth companies, and companies in turnaround mode by providing leadership and execution with their financial management, accounting, and strategic planning functions.
Marie Greene is an innovative cloud accounting industry leader. She founded Connected Accounting to reach beyond the norms expected of a financial services firm. With over a decade of experience in accounting services, Marie has a deep passion for problem-solving and love of efficient processes. Her sincere support for clients is built into Connected Accounting’s DNA—above all, she aims to liberate business owners from the everyday stresses that too often lead to burnout and frustration.
Host
Reid Schretlen
Senior Key Account Manager | Ignition
Loves helping people use tech to make their lives easier. When he’s not busy automating things, Reid can be found skiing, climbing, and hiking in the mountains trying not to become bear food.