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The Chick-fil-A of payroll providers with Tim Petrey of HD Davis CPAs

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Manage episode 358082494 series 2991380
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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


Chapters
  • (00:00) - Preview: We want to be the Chick-fil-A of payroll providers
  • (01:07) - Welcome and Tim's introduction
  • (06:26) - What was your job when the 2008 financial crisis hit?
  • (11:18) - What did things look like from a tech perspective when you started and what did you do to change it?
  • (19:22) - Tim's thoughts on time sheets
  • (30:57) - How do you price CFO or advisory services?
  • (45:51) - Some of Tim's accolades
  • (46:40) - How to create a better workplace
  • (51:44) - How to connect with Tim
Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com

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/

  continue reading

81 episoade

Artwork
iconDistribuie
 
Manage episode 358082494 series 2991380
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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


Chapters
  • (00:00) - Preview: We want to be the Chick-fil-A of payroll providers
  • (01:07) - Welcome and Tim's introduction
  • (06:26) - What was your job when the 2008 financial crisis hit?
  • (11:18) - What did things look like from a tech perspective when you started and what did you do to change it?
  • (19:22) - Tim's thoughts on time sheets
  • (30:57) - How do you price CFO or advisory services?
  • (45:51) - Some of Tim's accolades
  • (46:40) - How to create a better workplace
  • (51:44) - How to connect with Tim
Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com

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/

  continue reading

81 episoade

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