Episode 237

FACULTY: Dustin Verity, CPA

CLASS: #Shoperations

In this episode, we sit down with Dustin Verity from Verity CPA, who joins us live from Hawaii. Dustin shares his experiences from founding Verity CPA in 2012, starting with small beginnings working out of a kitchen table to managing a multi-million dollar firm with 25 employees and three offices. The episode offers deep insights into the steps and hurdles of growing a CPA firm from scratch, emphasizing flexibility, continual reinvestment, and the dynamics of business growth.

📣 Shout Outs: Grant Thornton, EY, 4 City Hawaii, Xero, Wesley, Zapier, Airrtable, Ultratax, CCH, Thomson and Reuters, QuickBooks Desktop

Chapters:

00:00 Teaser

02:26 Founding Verity CPAs

03:42 Journey to Hawaii

04:15 Starting the Practice

05:25 Early Challenges and Growth

13:56 Navigating the Pandemic

16:16 Firm Expansion and Acquisitions

18:18 Current Operations and Future Plans

23:59 Integrating Systems and Processes

25:30 Journey to Hawaii

26:08 Building a Modern CPA Firm

28:27 Marketing and Client Acquisition

33:10 Lessons from Acquisition

36:31 Final Advice and Reflections

🔗 Connect With Us On LinkedIn! 🔗

Dustin Verity, CPA

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

Verity CPAs

📎 https://www.linkedin.com/company/verity-cpas/

📎 http://www.veritycpas.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, Hawaii CPA, Firm Growth, Scaling