231 Partnerships in High Gear from Cutting Teeth to Cutting Edge Tech (feat. Kyle Geers, CPA)
Listen now
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. 📣 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 Teaser  02:27 Kyle's Journey into Accounting  04:46 Experiences at Grant Thornton  09:46 Transition to Technical Accounting Advisory  16:54 Building and Growing Zeroed In  20:52 Using ChatGPT vs. Copilot  21:37 Integrating Accounting Systems  23:31 Client Onboarding and Ideal Profiles  25:48 Roles and Responsibilities in the Firm  29:37 Internal Communication and Team Meetings  33:03 Final Tips for Students  34:07 Partnership Dynamics and Challenges  36:16 Networking and Professional Communities 🔗 Connect With Us On LinkedIn! 🔗 Kyle Geers, CPA 📎 https://www.linkedin.com/in/kylegeers/ Zeroed-In Consulting 📎 https://www.linkedin.com/company/zeroed-in-consulting/ 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, partnerships, remote work, technical accounting, entrepreneurship, business growth, advisory services, Microsoft tools, client management
More Episodes
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
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