231 $2M Fully Remote Partnership High on Technology (feat. Kyle Geers, CPA)

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