Accounting High 231 $2M Fully Remote Partnership High on Technology (feat. Kyle Geers, CPA)
Episode 231
FACULTY: Kyle Geers, CPA
CLASS: #Shoperations
In this episode, join Scotty and Kyle Geers as they talk about his unique path from college water skiing enthusiast to managing a fully remote firm with $2 million in revenue. Hear how the founders of Zeroed In leveraged their skills to create profitable accounting practices, navigated communication and collaboration challenges, and utilized tools like Power BI and ClickUp. Discover insights on capacity planning, client service management, and fostering team growth through clear career paths.
π£ Shout Outs: Bridging the Gap, Grant Thornton, Xero, Zeroed In, QBO, NetSuite, Sage, Microsoft Dynamics, Power BI, Power Query, Power Automate, Microsoft Copilot, ChatGPT, Microsoft 365, ClickUp. Zapier, Microsoft SharePoint, Microsoft Teams, Roman Villard, Digital CPA
Chapters:
00:00 Teaser
02:27 Kyle's Journey into Accounting
04:46 Experiences at Grant Thornton
09:46 Transition to Technical Accounting Advisory
16:54 Building and Growing Zeroed In
20:52 Using ChatGPT vs. Copilot
21:37 Integrating Accounting Systems
23:31 Client Onboarding and Ideal Profiles
25:48 Roles and Responsibilities in the Firm
29:37 Internal Communication and Team Meetings
33:03 Final Tips for Students
34:07 Partnership Dynamics and Challenges
36:16 Networking and Professional Communities
π Connect With Us On LinkedIn! π
Kyle Geers, CPA
π https://www.linkedin.com/in/kylegeers/
Zeroed-In Consulting
π https://www.linkedin.com/company/zeroed-in-consulting/
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, partnerships, remote work, technical accounting, entrepreneurship, business growth, advisory services, Microsoft tools, client management