231 Partnerships in High Gear from Cutting Teeth to Cutting Edge Tech (feat. Kyle Geers, CPA)
Description
Episode 231
FACULTY: Kyle Geers, CPA
CLASS: #Shoperations
In this episode, join Scotty and Kyle Geers as they talk about his unique path from college water skiing enthusiast to managing a fully remote firm with $2 million in revenue. Hear how the founders of Zeroed In leveraged their skills to create profitable accounting practices, navigated communication and collaboration challenges, and utilized tools like Power BI and ClickUp. Discover insights on capacity planning, client service management, and fostering team growth through clear career paths.
đź“Ł Shout Outs: Bridging the Gap, Grant Thornton, Xero, Zeroed In, QBO, NetSuite, Sage, Microsoft Dynamics, Power BI, Power Query, Power Automate, Microsoft Copilot, ChatGPT, Microsoft 365, ClickUp. Zapier, Microsoft SharePoint, Microsoft Teams, Roman Villard, Digital CPA
Chapters:
00:00 TeaserÂ
02:27 Kyle's Journey into AccountingÂ
04:46 Experiences at Grant ThorntonÂ
09:46 Transition to Technical Accounting AdvisoryÂ
16:54 Building and Growing Zeroed InÂ
20:52 Using ChatGPT vs. CopilotÂ
21:37 Integrating Accounting SystemsÂ
23:31 Client Onboarding and Ideal ProfilesÂ
25:48 Roles and Responsibilities in the FirmÂ
29:37 Internal Communication and Team MeetingsÂ
33:03 Final Tips for StudentsÂ
34:07 Partnership Dynamics and ChallengesÂ
36:16 Networking and Professional Communities
đź”— Connect With Us On LinkedIn! đź”—
Kyle Geers, CPA
đź“Ž https://www.linkedin.com/in/kylegeers/
Zeroed-In Consulting
đź“Ž https://www.linkedin.com/company/zeroed-in-consulting/
Scotty OKR Scarano
đź“Ž https://www.linkedin.com/in/scottscarano/
Accounting High
đź“Ž https://www.linkedin.com/company/accounting-high/
đź“Ž https://www.accountinghigh.com/
Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, partnerships, remote work, technical accounting, entrepreneurship, business growth, advisory services, Microsoft tools, client management
Episode 232
FACULTY: Becca Smith, MAAT
In this episode, Scotty interviews Becca Smith, MAAT an Education Leader at Xero. Learn about the global nuances of accounting practices, Xero’s educational initiatives, and community events like Xerocon and Xero roadshows. Hear updates about Xero’s...
Published 11/03/24
Episode 230
FACULTY: Ashley Francis, CPA
CLASS: #TheGuide
In this episode, Scotty and Ashley Francis, CPA explore personal development strategies, including habit formation, overcoming people-pleasing, managing self-doubt and anxiety, especially in high-pressure situations like public speaking...
Published 10/20/24