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Tim Petrey shares his journey from starting as a receptionist to becoming a partner in his CPA firm and founder of a payroll service. He discusses how his firm, HD Davis CPAs, evolved from a tax business to a full-service advisory firm and how they acquired small practices to grow. Tim also emphasizes the importance of adopting technology to streamline processes. Tune in to hear more about Tim's journey and the lessons he learned along the way.
Many thanks to our sponsor, LiveFlow!
To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guest, Tim Petrey
LinkedIn: https://www.linkedin.com/in/petreycpa/
Learn more about HD Davis CPAs
Website: http://hddaviscpas.pro
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
4.9
2525 ratings
Tim Petrey shares his journey from starting as a receptionist to becoming a partner in his CPA firm and founder of a payroll service. He discusses how his firm, HD Davis CPAs, evolved from a tax business to a full-service advisory firm and how they acquired small practices to grow. Tim also emphasizes the importance of adopting technology to streamline processes. Tune in to hear more about Tim's journey and the lessons he learned along the way.
Many thanks to our sponsor, LiveFlow!
To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guest, Tim Petrey
LinkedIn: https://www.linkedin.com/in/petreycpa/
Learn more about HD Davis CPAs
Website: http://hddaviscpas.pro
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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