Artwork

内容由Accounting High提供。所有播客内容(包括剧集、图形和播客描述)均由 Accounting High 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Player FM -播客应用
使用Player FM应用程序离线!

223 $7.5M Small Town Big Fish Swimming with PE Sharks (feat. Tim Petrey, CPA)

43:47
 
分享
 

Manage episode 437425306 series 3280285
内容由Accounting High提供。所有播客内容(包括剧集、图形和播客描述)均由 Accounting High 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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)

https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc

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.

📣 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

🔗 Connect With Us On LinkedIn! 🔗

Tim Petrey

📎 https://www.linkedin.com/in/petreycpa/

HD Growth Partners

📎 https://www.linkedin.com/company/hdgrowthpartners/

📎 http://www.hdgrowthpartners.com

White Glove Payroll

📎 https://www.linkedin.com/company/white-glove-payroll/

📎 https://whiteglovepayroll.com/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 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

  continue reading

289集单集

Artwork
icon分享
 
Manage episode 437425306 series 3280285
内容由Accounting High提供。所有播客内容(包括剧集、图形和播客描述)均由 Accounting High 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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)

https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc

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.

📣 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

🔗 Connect With Us On LinkedIn! 🔗

Tim Petrey

📎 https://www.linkedin.com/in/petreycpa/

HD Growth Partners

📎 https://www.linkedin.com/company/hdgrowthpartners/

📎 http://www.hdgrowthpartners.com

White Glove Payroll

📎 https://www.linkedin.com/company/white-glove-payroll/

📎 https://whiteglovepayroll.com/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 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

  continue reading

289集单集

所有剧集

×
 
Loading …

欢迎使用Player FM

Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。

 

快速参考指南