Accounting High 223 $7.5M Small Town Big Fish Swimming with PE Sharks (feat. Tim Petrey, CPA)
Episode 223
Botkeeper Presents AI UNCHAINED
On October 8-10 2024, in Santa Rosa California
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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.
π£ 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
π Connect With Us On LinkedIn! π
Tim Petrey
π https://www.linkedin.com/in/petreycpa/
HD Growth Partners
π https://www.linkedin.com/company/hdgrowthpartners/
π http://www.hdgrowthpartners.com
White Glove Payroll
π https://www.linkedin.com/company/white-glove-payroll/
π https://whiteglovepayroll.com/
Scotty OKR Scarano
π https://www.linkedin.com/in/scottscarano/
Accounting High
π https://www.linkedin.com/company/accounting-high/
π 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