231 Partnerships in High Gear from Cutting Teeth to Cutting Edge Tech (feat. Kyle Geers, CPA)
OCT 27, 202437 MIN
231 Partnerships in High Gear from Cutting Teeth to Cutting Edge Tech (feat. Kyle Geers, CPA)
OCT 27, 202437 MIN
Description
<p>Episode 231</p>
<p>FACULTY: Kyle Geers, CPA</p>
<p>CLASS: #Shoperations</p>
<p>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.</p>
<p>📣 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</p>
<p>Chapters:</p>
<p>00:00 Teaser </p>
<p>02:27 Kyle's Journey into Accounting </p>
<p>04:46 Experiences at Grant Thornton </p>
<p>09:46 Transition to Technical Accounting Advisory </p>
<p>16:54 Building and Growing Zeroed In </p>
<p>20:52 Using ChatGPT vs. Copilot </p>
<p>21:37 Integrating Accounting Systems </p>
<p>23:31 Client Onboarding and Ideal Profiles </p>
<p>25:48 Roles and Responsibilities in the Firm </p>
<p>29:37 Internal Communication and Team Meetings </p>
<p>33:03 Final Tips for Students </p>
<p>34:07 Partnership Dynamics and Challenges </p>
<p>36:16 Networking and Professional Communities</p>
<p>🔗 Connect With Us On LinkedIn! 🔗</p>
<p>Kyle Geers, CPA</p>
<p>📎<a href="https://www.linkedin.com/in/kylegeers/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/kylegeers/</a></p>
<p>Zeroed-In Consulting</p>
<p>📎<a href="https://www.linkedin.com/company/zeroed-in-consulting/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/zeroed-in-consulting/</a></p>
<p>Scotty OKR Scarano</p>
<p>📎<a href="https://www.linkedin.com/in/scottscarano/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/scottscarano/</a></p>
<p>Accounting High</p>
<p>📎<a href="https://www.linkedin.com/company/accounting-high/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/accounting-high/</a></p>
<p>📎<a href="https://www.accountinghigh.com/" rel="ugc noopener noreferrer" target="_blank"> https://www.accountinghigh.com/</a></p>
<p>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</p>
