Episode 224

Botkeeper Presents AI UNCHAINED

On October 8-10 2024, in Santa Rosa California

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FACULTY: Tim Petrey, CPA

CLASS: #TheGuide

In this episode of the podcast, Scotty interviews Tim Petrey, CPA about his approach to firm growth with gratitude. Tim shares his journey from washing semi trucks to building a successful CPA firm and several other ventures. Tim emphasizes paying it forward, work-life balance, and the necessity of hiring great people. He also offers valuable advice to Accounting High students.

📣 Shout Outs: Lauren Baptiste, David Bergstein, Chase Birky, CPA, Nick Boscia, CPA, Rafael Casas, Travis Cherry, Nina Chmura, Korey Cournoyer, CEO Gale Crosley, CPA, CGMA, Deneen Dias, Sharrin Fuller, Chris Gallo, Matthew Geary, Angie Grissom, Calvin Harris Jr., CPA, Will Hill, W. Michael Hsu, Kenji Kuramoto, Mike Maksymiw, APRIO Blake Meester, Gaynor Meilke, Patrick Morrell, Enrico Palmerino, Tim Petrey, Megan Ricketts, Scotty "OKR" Scarano, Scott Soucy, Rachael Smith, Nishanth Vimalesh, Shannon Vincent, Lee Walker, Dustin Wheeler, Geni Whitehouse, BotKeeper, Ascend, The Penguin Collective, NIL Collective, Youngstown State University, HD Growth Partners

⬇️Videos Referenced⬇️

$7.5M Small Town Big Fish Swimming with PE Sharks | Tim Petrey, CPA

(https://youtu.be/yqekz3qv7oQ)

Chapters:

00:00 Introduction 

00:39 AI Unchained 

02:58 Introducing Tim 

03:01 Building a Successful Firm 

06:08 Supporting Community 

11:54 Growth and Overcoming Challenges 

13:28 Navigating Acquisitions 

18:15 Balancing Firm Growth and Employee Goals 

18:57 Creating a Supportive Work Environment 

21:31 AI Unchained 

23:04 Quality of Life 

27:52 Advice from Tim 

31:20 The Power of Saying No 

33:32 More AI Unchained

🔗 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: The Guide, Accounting High, Accounting, Podcast, Guidance, Vision, Firm Owners, Advice, growth, gratitude, accounting firm, entrepreneurship, business growth, firm acquisitions, employee retention, work-life balance, community support, burnout, leadership, service-based business, career advice, quality of life