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/liveflowChapters
(00:00) - Preview: We want to be the Chick-fil-A of payroll providers
(01:10) - Welcome and Tim's introduction
(06:29) - What was your job when the 2008 financial crisis hit?
(11:21) - What did things look like from a tech perspective when you started and what did you do to change it?
(19:25) - Tim's thoughts on time sheets
(31:11) - How do you price CFO or advisory services?
(46:05) - Some of Tim's accolades
(46:54) - How to create a better workplace
(51:58) - How to connect with Tim
Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Tim Petrey LinkedIn: https://www.linkedin.com/in/petreycpa/Learn more about HD Davis CPAsWebsite: http://hddaviscpas.proConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/