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