5 to 50: Financial Strategies for Growing Companies
18 - Change Management in the Trenches: A Conversation About Embracing Change to Facilitate Growth
October 21, 2025
In this episode of 5 to 50: Financial Strategies for Growing Companies, host Jeff Rudner sits down with Patrick Dichter, founder and owner of AppleTree Consulting, an accounting firm specializing in outsourced accounting and tax services for small to medium-sized businesses. Patrick shares his unique journey from business consultant to accounting firm owner, having grown his company from $1.2 million to $4.5 million in revenue through strategic acquisitions and organic growth. He offers candid insights on the challenges of change management, the reality of scaling a professional services firm, and the difficult decisions that come with rapid growth. From navigating client transitions to building accountability systems and expanding service lines, Patrick pulls back the curtain on what it really takes to build a modern accounting practice. Whether you're considering an acquisition, scaling your firm, or simply trying to build the right team, this episode is packed with real-world lessons from the trenches.

In this episode of 5 to 50: Financial Strategies for Growing Companies, host Jeff Rudner sits down with Patrick Dichter, founder and owner of AppleTree Consulting, an accounting firm specializing in outsourced accounting and tax services for small to medium-sized businesses. Patrick shares his unique journey from business consultant to accounting firm owner, having grown his company from $1.2 million to $4.5 million in revenue through strategic acquisitions and organic growth. He offers candid insights on the challenges of change management, the reality of scaling a professional services firm, and the difficult decisions that come with rapid growth. From navigating client transitions to building accountability systems and expanding service lines, Patrick pulls back the curtain on what it really takes to build a modern accounting practice. Whether you're considering an acquisition, scaling your firm, or simply trying to build the right team, this episode is packed with real-world lessons from the trenches.


Episode Chapters:


00:00 Introduction: Patrick's Unconventional Path to Accounting


05:00 Change Management: Why Team Transitions Are Harder Than Client Transitions


08:00 Acquisition Lessons: What Worked, What Failed, and Why


11:00 Building Multiple Revenue Streams and Service Lines


14:00 The Reality of Scaling: Growth Sweet Spots and Growing Pains


19:00 Creating a Culture of Accountability with Scorecards and KPIs


22:00 Strategic Planning: Reaching the $5 Million Milestone


26:00 Systems and Technology for Scale: EOS and Practice Management


30:00 Flying Solo: The Pros and Cons of Single Ownership


32:00 Rapid Fire: Books, Metrics, and Essential Business Advice


Episode Resources:


Patrick Dichter on Twitter (X): https://twitter.com/PatrickDichter


Patrick Dichter on LinkedIn: https://linkedin.com/in/patrickdichter


AppleTree Business Website: https://appletreebusiness.com


Book: Unreasonable Hospitality by Will Guidara: https://amazon.com/Unreasonable-Hospitality-Remarkable-Restaurants-Business/dp/0593418573


Book: The E-Myth Revisited by Michael E. Gerber: https://amazon.com/Myth-Revisited-Small-Businesses-About/dp/0887307280


Canopy Practice Management: https://getcanopy.com


Traction (EOS - Entrepreneurial Operating System): https://eosworldwide.com


Jeff Rudner on LinkedIn: https://bit.ly/3DEGINH


Proseer Website: https://proseer.co/


Book a Consultation Contact Us: https://proseer.co/contact/


Download Our eBook Transforming Accounting Solutions: https://proseer.co/rules-ebook/




Previous guests include: Sabrina Valle and Jessica Quon, co-founders of the Jam Stand and Mighty Picnic, Tom Hunt, Founder and CEO of Fame, Kenny Dettman, Founder and CEO of TaxNow, Rick Zullo, founder and managing partner of Equal Ventures, Adam Schwartz, founder and CEO of Parable and former co-founder of TeePublic.

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