Episode 237
FACULTY: Dustin Verity, CPA
CLASS: #Shoperations
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.
📣 Shout Outs: Grant Thornton, EY, 4 City Hawaii, Xero, Wesley, Zapier, Airrtable, Ultratax, CCH, Thomson and Reuters, QuickBooks Desktop
Chapters:
00:00 Teaser
02:26 Founding Verity CPAs
03:42 Journey to Hawaii
04:15 Starting the Practice
05:25 Early Challenges and Growth
13:56 Navigating the Pandemic
16:16 Firm Expansion and Acquisitions
18:18 Current Operations and Future Plans
23:59 Integrating Systems and Processes
25:30 Journey to Hawaii
26:08 Building a Modern CPA Firm
28:27 Marketing and Client Acquisition
33:10 Lessons from Acquisition
36:31 Final Advice and Reflections
🔗 Connect With Us On LinkedIn! 🔗
Dustin Verity, CPA
📎 https://www.linkedin.com/in/dustinverity/
Verity CPAs
📎 https://www.linkedin.com/company/verity-cpas/
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, Hawaii CPA, Firm Growth, Scaling