HD Growth Partners: Company Profile

Background

HD Growth Partners, formerly known as HD Davis CPAs, was established in 2007 in Liberty Township, Ohio. The firm specializes in providing comprehensive accounting, tax advisory, bookkeeping, payroll, and fractional CFO services to businesses across various industries. Their mission is to positively impact clients' and team members' lives by fostering success through dedicated service and innovative solutions. The firm's vision is to become true partners with each client, instilling a growth mindset that enables them to build their own futures in a way that creates economic and community impact.

Key Strategic Focus

HD Growth Partners focuses on delivering personalized business coaching and long-term planning to help clients achieve their business and financial goals. The firm emphasizes a client-centric approach, offering practical and efficient solutions to challenges in the competitive business environment. Their strategic objectives include expanding service offerings, enhancing technological capabilities, and fostering a positive work culture. The firm has a strong presence in Ohio, with offices in Liberty Township, Newbury, Cleveland, Milford, and Bardstown, Kentucky.

Financials and Funding

As a privately held firm, HD Growth Partners does not publicly disclose detailed financial information. However, the firm has demonstrated significant growth, expanding its staff from four employees in 2007 to over 70 employees across multiple locations. In 2023, the firm reported a 35% revenue growth over the previous fiscal year.

Pipeline Development

HD Growth Partners offers a range of services, including tax advisory, audit and attestation, virtual accounting, payroll, and fractional CFO services. The firm has not publicly disclosed specific pipeline candidates or product development stages. However, in 2023, the firm merged with Onpointe Advisors, an award-winning advisory firm based in Shaker Heights, Ohio, to enhance its service offerings and market presence.

Technological Platform and Innovation

HD Growth Partners has invested in state-of-the-art technology to enhance its service delivery. The firm utilizes cloud services, content delivery networks (CDN), MySQL databases, and e-commerce platforms like Shopify. These technological investments support the firm's commitment to providing innovative solutions to clients.

Leadership Team

The leadership team at HD Growth Partners includes:

Tim Petrey, CPA, CGMA: CEO and Managing Partner. Tim has been instrumental in the firm's growth and strategic direction. Under his leadership, the firm has expanded its service offerings and geographic presence.

Megan Roberts: Chief Operating Officer. Megan is recognized for her expertise in change management and her focus on people, processes, and efficiency.

Donald L. Trummer, CPA: Director of Tax Advisory Services. Donald brings over 12 years of experience in tax compliance and planning for family businesses.

Competitor Profile

Market Insights and Dynamics

The accounting and business advisory services market is characterized by a diverse range of firms offering various services, including tax advisory, audit, bookkeeping, and consulting. The industry is experiencing growth due to increasing demand for outsourced financial services and the need for businesses to navigate complex regulatory environments.

Competitor Analysis

HD Growth Partners operates in a competitive landscape with several notable firms:

Moss Adams: A leading accounting and consulting firm offering a wide range of services to various industries.

Deloitte: A global professional services firm providing audit, consulting, tax, and advisory services.

RSM: A global network of independent audit and consulting firms serving middle-market businesses.

Plante & Moran CRESA: A real estate advisory firm specializing in corporate real estate services.

CliftonLarsonAllen (CLA): A professional services firm offering audit, tax, and consulting services.

KPMG: A global network of professional services firms providing audit, tax, and advisory services.

These competitors vary in size and service offerings but share a focus on delivering comprehensive financial and advisory services to businesses.

Strategic Collaborations and Partnerships

In December 2025, HD Growth Partners merged with Onpointe Advisors, an award-winning advisory firm based in Shaker Heights, Ohio. This strategic collaboration aims to enhance the firm's service offerings and market presence, particularly in the Cleveland area.

Operational Insights

HD Growth Partners differentiates itself through a client-centric approach, offering personalized business coaching and long-term planning to help clients achieve their business and financial goals. The firm's commitment to employee satisfaction and community involvement further strengthens its market position. In 2024, the firm was recognized as one of the Best Employers in Ohio, ranking No. 4 for small/medium-size businesses.

Strategic Opportunities and Future Directions

The merger with Onpointe Advisors positions HD Growth Partners for strategic expansion into new markets, particularly in the Cleveland and Cincinnati areas. The firm continues to invest in technology and employee development to enhance service delivery and maintain a positive work culture. Future opportunities include expanding service offerings, exploring new market segments, and leveraging technological advancements to provide innovative solutions to clients.