In this episode of Leaders of the Ledger, host Rob Brown sits down with Tim Petrey, CEO of HD Davis CPAs and one of the founding partners at Ascend, a private equity–backed platform transforming regional accounting firms across the U.S.

Tim’s journey from answering phones at a small firm to leading an $8 million practice is nothing short of inspiring. He opens up about mentorship, overcoming complacency in the industry, and how accountants can find purpose, fulfillment, and impact in their careers.

What You’ll Hear:

• How Tim went from receptionist to managing partner at 25
• The power of mentorship and why it changed everything for him
• Why accounting needs a brand makeover
• How AI, technology, and generational shifts are reshaping the CPA world
• What “influence” really means in the accounting space
• Tim’s advice for young accountants and firm leaders: “Embrace the change and keep an open mind.”

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

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