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Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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223 $7.5M Small Town Big Fish Swimming with PE Sharks (feat. Tim Petrey, CPA)
Manage episode 437425306 series 3280285
Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Episode 223
Botkeeper Presents AI UNCHAINED
On October 8-10 2024, in Santa Rosa California
LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799)
FACULTY: Tim Petrey, CPA
CLASS: #Shoperations
In this episode of Accounting High, Tim Petrey, CPA, shares his inspiring journey from a small CPA firm to becoming an innovative player in the accounting industry. Through exciting strategies, community involvement, and leveraging the power of Ascend's private equity model, Tim has transformed his firm into a $7.5 million revenue business with 75 employees. The discussion covers leadership, firm growth, internship programs, pricing strategies, and the impact of merging with Ascend. Join us as we delve into the tactics and mindset that have driven Timothy's incredible success.
đŁ Shout Outs: Karbon, Chik-fil-a, Brennan Hall, Chase Berkey, Ascend, The Penguin Collective, Youngstown State University, HD Growth Partners
Chapters:
00:00 Teaser
03:12 Introduction
04:15 Intro
09:43 Time Tracking
10:16 Deliverable Compensation Plans
12:05 Level Up Program, Gamification
16:46 Acquisitions & Pricing
20:02 Client Experience & NPS
22:21 Hybrid Office Environment
26:54 AI Unchained
28:44 Niches
30:40 Interns
36:57 Benefits of Working with Ascend
40:01 AI Unchained
42:53 Next Week on Accounting High
đ Connect With Us On LinkedIn! đ
Tim Petrey
đ https://www.linkedin.com/in/petreycpa/
HD Growth Partners
đ https://www.linkedin.com/company/hdgrowthpartners/
đ http://www.hdgrowthpartners.com
White Glove Payroll
đ https://www.linkedin.com/company/white-glove-payroll/
đ https://whiteglovepayroll.com/
Scotty OKR Scarano
đ https://www.linkedin.com/in/scottscarano/
Accounting High
đ https://www.linkedin.com/company/accounting-high/
đ https://www.accountinghigh.com/
Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, CPA, tax, partnership, acquisitions, private equity, HD Growth Partners, Ascend, Youngstown, internships, career pathway, service agreements, remote work, hybrid offices, professional development, client service, pricing strategy, community engagement, operational efficiency, staff advisory council
292 episodes
Share
Manage episode 437425306 series 3280285
Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Episode 223
Botkeeper Presents AI UNCHAINED
On October 8-10 2024, in Santa Rosa California
LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799)
FACULTY: Tim Petrey, CPA
CLASS: #Shoperations
In this episode of Accounting High, Tim Petrey, CPA, shares his inspiring journey from a small CPA firm to becoming an innovative player in the accounting industry. Through exciting strategies, community involvement, and leveraging the power of Ascend's private equity model, Tim has transformed his firm into a $7.5 million revenue business with 75 employees. The discussion covers leadership, firm growth, internship programs, pricing strategies, and the impact of merging with Ascend. Join us as we delve into the tactics and mindset that have driven Timothy's incredible success.
đŁ Shout Outs: Karbon, Chik-fil-a, Brennan Hall, Chase Berkey, Ascend, The Penguin Collective, Youngstown State University, HD Growth Partners
Chapters:
00:00 Teaser
03:12 Introduction
04:15 Intro
09:43 Time Tracking
10:16 Deliverable Compensation Plans
12:05 Level Up Program, Gamification
16:46 Acquisitions & Pricing
20:02 Client Experience & NPS
22:21 Hybrid Office Environment
26:54 AI Unchained
28:44 Niches
30:40 Interns
36:57 Benefits of Working with Ascend
40:01 AI Unchained
42:53 Next Week on Accounting High
đ Connect With Us On LinkedIn! đ
Tim Petrey
đ https://www.linkedin.com/in/petreycpa/
HD Growth Partners
đ https://www.linkedin.com/company/hdgrowthpartners/
đ http://www.hdgrowthpartners.com
White Glove Payroll
đ https://www.linkedin.com/company/white-glove-payroll/
đ https://whiteglovepayroll.com/
Scotty OKR Scarano
đ https://www.linkedin.com/in/scottscarano/
Accounting High
đ https://www.linkedin.com/company/accounting-high/
đ https://www.accountinghigh.com/
Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, CPA, tax, partnership, acquisitions, private equity, HD Growth Partners, Ascend, Youngstown, internships, career pathway, service agreements, remote work, hybrid offices, professional development, client service, pricing strategy, community engagement, operational efficiency, staff advisory council
292 episodes
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Similar to Accounting High
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the worldâturning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Letâs face it, Real estate education has lost the script. Everybody âclaimsâ to have the secret sauce. They get you to sign up, get you to bite on a âmagicâ formula, but thereâs no real tools to get there. Thereâs so much talk, no practical steps. Itâs not instructional, itâs hype. The ideas arenât focused on your success, itâs focused on theirs. Well, it doesnât have to be that way. If youâve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word âunicornâ has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, weâll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Kipp Bodnar (HubSpotâs CMO) and Kieran Flanagan (Zapierâs CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way youâll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
How can business help solve societyâs biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business canâand shouldâplay in solving them. This series, weâre welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie OâLeary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, theyâll explore timely ...
…
continue reading
Whatever you lead can only grow when you do. Experience real-life, real-time business and leadership coaching from Dave Ramsey, a successful CEO, popular radio personality, bestselling author, and now the host of The EntreLeadership Podcast. Dave takes your calls and draws on over 30 years of experience as the CEO of Ramsey Solutions to help you overcome the challenges you're facing. More at https://www.ramseysolutions.com/shows/the-entreleadership-podcast.
…
continue reading
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