Climbing the Financial Ladder: Patrick Dichter's Blueprint for Small Business Triumph

In this episode of the Small Business Mentor podcast, Alan Pentz is joined by Patrick Dichter, Owner of Appletree Business Services. They explore how small businesses can upgrade their accounting practices as well as the challenges of company acquisition.

Patrick has been helping small businesses grow for over ten years, working at RevLocal and Cultivate Advisors before buying Appletree Business Services, a quality bookkeeping and tax firm focused on small businesses. He specializes in partnering with owners to hit their goals and get their lives back, holds an MBA from the University of Denver, and is an all-around small business growth expert.

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Quotes:

"Our model is like, ‘Hey, we do year-round accounting and tax. We're vulnerable, keeping the tax together so that you have a clear picture of where your business is at, and we can be more proactive with your taxes.’"
"There's a lot of commonalities with an accounting firm and a marketing agency, but an accounting firm has a lot of things I like better. The clients are stickier, I think the margin is a little bit better, and I'm competing with people who aren't as good at business."
"Previously, I'd worked with salespeople and entrepreneurs who are like, let's go climb a mountain, let's go break stuff, and then most accountants, they really don't like change at all, and they're already kind of overworked."

Episode Resources: