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From Auditor to Fractional CFO with Tony Wilson, CPA, CMA
Manage episode 398457543 series 3529284
Το περιεχόμενο παρέχεται από το Kelly Rohrs and Bilal Mehanna, Kelly Rohrs, and Bilal Mehanna. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Kelly Rohrs and Bilal Mehanna, Kelly Rohrs, and Bilal Mehanna ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Thinking of making the switch from public accounting to launching your own fractional CFO service? Tony Wilson has done just that and is here to share his experience with us! Tony's journey is a testament to the power of entrepreneurship and the need for financial guidance in the business world. He began his career as an auditor at Grant Thornton but found his true passion in tax consulting after struggling with the compliance-heavy nature of audit work. He shares his career progression, highlighting valuable experiences gained in rotational programs and financial reporting.
What's truly inspiring is how Tony, despite initial reservations, decided to start his own firm after having children, driven by the desire to set an example for them and provide for their future. Our conversation delves into fractional CFO services and accounting education. Tony's flexible and client-centric approach stands out, emphasizing the importance of tailoring services to meet the unique needs of different businesses. He even founded the Tax Minded Group, an invite-only platform for firm owners to learn from each other and foster mentorship.
Tony's dedication to education and his vision for building a firm centered around knowledge sharing and meaningful client impact are truly admirable. His focus on work-life balance and family availability, rather than solely pursuing massive growth, offers a refreshing perspective. Overall, this episode is a treasure trove of insights for accounting professionals and entrepreneurs alike, highlighting the importance of taking risks and setting a strong example in the world of business. Tune in!
What you'll hear in this episode:
[0:00] Entrepreneurship and financial guidance for business owners.
[1:30] Accounting career journey from public to private sector.
[5:10] Entrepreneurship, risk-taking, and setting an example for kids.
[11:30] Fractional CFO services and accounting education.
[19:00] Building a flexible and intentional accounting firm.
[26:00] Building a successful accounting and finance business.
Connect with Tony https://www.linkedin.com/in/tony-wilson-cpa/
Connect with Kelly https://www.linkedin.com/in/kellyrohrs/
Connect with Bilal https://www.linkedin.com/in/bmehanna/
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