Overview: The Steps You Need to Take When Buying An Accounting Firm w/ Patrick Dichter
Ever thought about getting into the accounting business? Where would you start? One solution could be buying an already established business to save yourself the trouble of starting up.
This week Roger sits with Patrick Dichter, who is the new owner of Appletree Business Services bought in late 2021.
Patrick shares his journey and experience buying an accounting firm, having come from a non-accounting background. He talks about the steps he took as he was buying the firm and also how he went about valuing Appletree before buying.
Patrick also talks about how he was able to introduce CFO, advisor and coaching services, which was a game changer to his bottom line, bringing in tens of thousands more in profit. He also explains why Appletree bundles their bookkeeping and tax services as a way of offering more to it’s clients.
Guest Name: Patrick Dichter
About Our Guest: Patrick Dichter
Patrick has been helping small businesses grow for +10 years. He kept seeing the need for better bookkeeping and cash flow management. In late 2021 he purchased Appletree Business Services – a quality bookkeeping and tax firm focused on small business.
He enjoys partnering with owners to hit their goals and get their lives back. Patrick holds an MBA from University of Denver and is a self-proclaimed ‘business geek.’
He lives in New England with my amazing wife, Brie, and our three young sons. I’m a true business geek with a fly fishing addiction.
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
As part of the discussion Roger and Patrick brought up the community and they briefly mentioned PASBA, the Professional Association of Small Business Accountants.
Patrick is offering a free financial growth analysis – 1 hour to identify the 5 profit and growth metrics in your small business that aren’t in your current bookkeeping and financial reports. Go HERE to schedule a time that is convenient for you.
Also, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.
Remember this, Accounting Success IS Universal.
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For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777