237 Growing $3.5M in 10 Years on the Islands of Hawaii (feat. Dustin Verity, CPA)
DEC 4, 202441 MIN
237 Growing $3.5M in 10 Years on the Islands of Hawaii (feat. Dustin Verity, CPA)
DEC 4, 202441 MIN
Description
<p>Episode 237</p>
<p>FACULTY: Dustin Verity, CPA</p>
<p>CLASS: #Shoperations</p>
<p>In this episode, we sit down with Dustin Verity from Verity CPA, who joins us live from Hawaii. Dustin shares his experiences from founding Verity CPA in 2012, starting with small beginnings working out of a kitchen table to managing a multi-million dollar firm with 25 employees and three offices. The episode offers deep insights into the steps and hurdles of growing a CPA firm from scratch, emphasizing flexibility, continual reinvestment, and the dynamics of business growth.</p>
<p>π£ Shout Outs: Grant Thornton, EY, 4 City Hawaii, Xero, Wesley, Zapier, Airrtable, Ultratax, CCH, Thomson and Reuters, QuickBooks Desktop</p>
<p>Chapters:</p>
<p>00:00 Teaser</p>
<p>02:26 Founding Verity CPAs</p>
<p>03:42 Journey to Hawaii</p>
<p>04:15 Starting the Practice</p>
<p>05:25 Early Challenges and Growth</p>
<p>13:56 Navigating the Pandemic</p>
<p>16:16 Firm Expansion and Acquisitions</p>
<p>18:18 Current Operations and Future Plans</p>
<p>23:59 Integrating Systems and Processes</p>
<p>25:30 Journey to Hawaii</p>
<p>26:08 Building a Modern CPA Firm</p>
<p>28:27 Marketing and Client Acquisition</p>
<p>33:10 Lessons from Acquisition</p>
<p>36:31 Final Advice and Reflections</p>
<p>π Connect With Us On LinkedIn! π</p>
<p>Dustin Verity, CPA</p>
<p>π<a href="https://www.linkedin.com/in/dustinverity/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/dustinverity/</a></p>
<p>Verity CPAs</p>
<p>π<a href="https://www.linkedin.com/company/verity-cpas/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/verity-cpas/</a></p>
<p>π<a href="http://www.veritycpas.com/" rel="ugc noopener noreferrer" target="_blank"> http://www.veritycpas.com/</a></p>
<p>Scotty OKR Scarano</p>
<p>π<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>π<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>π<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, Hawaii CPA, Firm Growth, Scaling</p>
