The Fun CPA Podcast
It is no secret that the accounting profession needs a fresh perspective after years of status quo.
The Fun CPA podcast aims to bring exactly that. Fun, refreshing and unique perspective on a profession that needs it the most.
The conversations I will bring to you will bring you and your firm value. We discuss pricing, firm management, technology, social media and mental health. The guests on the show range from small accounting firm owners to big firm partners to incredible mental health coaches to our profession and much much more.
Give it a listen, the fresh perspective you been waiting on is here!
The Fun CPA Podcast
Tim Petrey - Taking Back Your Time
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Tim Petrey!
Tim is the CEO of HD Growth Partners and White Glove Payroll, where he leads with a mission to redefine the accounting industry through empathy, innovation, and community impact.
Starting his journey at HD Growth Partners (formerly HD Davis CPAs) in 2008, Tim took the helm as Managing Partner at just 25 years old. Under his leadership, the firm expanded from a small team to over 70 employees, earning accolades such as Accounting Today's #1 Firm in the Country for Women in 2021 and Karbon’s Breakthrough Firm of the Year in 2024.
In this episode, Tim shares his journey from humble beginnings to leading a transformative firm, offering valuable lessons on leadership, innovation, and the importance of putting people first in business – as well as more technical topics like his experience with merging and what to look for in a partner.
Episode Highlights:
0:00 - Teaser
1:21 - Episode beginning
2:37 - Intro to Tim Petrey
5:58 - How Tim got started
7:17 - Transitioning to running a firm
11:22 - Diving deeper into when Tim took over the firm
14:57 - Making changes right away, scaling
23:30 - Adding partners, growth and the income split
26:58 - Tim’s secret, “merging up”
33:55 - How do you find the right partner?
41:45 - Steps you can take to get your time back
47:14 - At what point should you hire someone?
51:20 - Tim’s advice for the profession as a whole
54:20 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH
LinkedIn: https://www.linkedin.com/in/ykapilovich/
Website: https://www.thefuncpa.co/
CONNECT WITH TIM PETREY
LinkedIn: https://www.linkedin.com/in/petreycpa/
Website: https://hdgrowthpartners.com/tim-petrey/
