Inspired Stories Podcast | Business Leaders &CEOs Conversation Starter @inspiredstoriespodca
Big Sandy Superstore does not make purchasing decisions from a corporate office. Every night, the floor tells them exactly what customers are looking for.
Subscribe for weekly conversations with CEOs, founders & entrepreneurs on Inspired Stories Podcast.
#businessshorts #retailbusiness #founderstories #entrepreneurmindset #inspiredstoriespodcast #anthonycodispoti #benchase
Inspired Stories Podcast | Business Leaders &CEOs Conversation Starter @inspiredstoriespodca
🎙️ From Arthur Andersen to Charlotte, David Tunstall Built the Tunstall Organization One Referral at a Time
David Tunstall found his first client on a street corner: the restaurant owner who became the start of the Tunstall Organization. David is founder and president of the firm, a CPA and fractional CFO who started out at Arthur Andersen and launched his own practice after being laid off from AIG. He shares what he learned as finance director for the American Friends of the Louvre and how he rebuilt his business after moving from New York to Charlotte. He also opens up about a failed options fund, losing clients to growth, and the faith that helps him see the good in hard moments.
✨ Key Insights You’ll Learn:
Turned a layoff into a CPA firm
Found a first client on the street corner
Used auditor referrals as a growth engine
Rebuilt a client base after moving to a new city
Honed a 30-second message through BNI
Handled fund accounting for a cultural nonprofit
Learned lessons from a failed options fund
Built accounting tools with AI
Uses the 13-week cash forecast with clients
Found the good in losing clients to growth
🌟 David’s Key Mentors:
A Fellow BNI Member and Former CFO: A weekly sounding board
His Father and Brother: Partners in Red Fox Capital
A Nonprofit Auditor: The referral source behind his early growth
His First Restaurant Client: Proof that asking opens doors
👉 Don’t miss this conversation about building a firm on relationships and finding the good in losing a client.
🔗 Connect with David Tunstall:
Website: tunstallorg.com
📤 Transcript Available: The Restaurant Owner on His Corner Became the First Client of David Tunstall and the Tunstall Organization
📺 Watch on YouTube: Inspired Stories Podcast
🌐 Our Website: The Inspired Stories Podcast
📤 Special Thanks to Anthony Codispoti & AddBack Benefits Agency — Providing innovative employee benefits solutions that improve employee well-being while optimizing your bottom line. Website: addbackbenefits.com
⏱️ Chapters:
0:00 David’s Journey: From Auditor to Entrepreneur
8:15 Building a Client Base: The Power of Networking
14:34 Navigating the Hedge Fund Landscape
19:09 Fund Accounting and Nonprofit Work
23:01 OMG Pop: Accounting for a Mobile Game Studio
28:19 Navigating the SaaS Landscape
31:26 Leveraging AI for Efficiency
35:16 Understanding Cash Flow Forecasting
44:22 Lessons from Hard Experiences
52:21 Legacy and Impact
#FractionalCFO #CPA #TunstallOrganization #SmallBusinessAccounting #Networking #InspiredStoriesPodcast
#tunstallorganization #fractionalcfo #cpafirm #taxplanning #taxrepresentation #bookkeeping #13weekcashforecast #nonprofitfundaccounting #americanfriendsofthelouvre #ecommerceaccounting #saasaccounting #bninetworking
Inspired Stories Podcast | Business Leaders &CEOs Conversation Starter @inspiredstoriespodca
🎙️ From Arthur Andersen to Charlotte, David Tunstall Built the Tunstall Organization One Referral at a Time
David Tunstall, founder and president of the Tunstall Organization, is a CPA and fractional CFO who started his own firm after being laid off from AIG. He shares how a restaurant owner on his corner became his first client, what he learned as finance director for the American Friends of the Louvre, and how he rebuilt his business after moving from New York to Charlotte. He also opens up about a failed options fund, losing clients to growth, and the faith that helps him see the good in hard moments.
✨ Key Insights You'll Learn:
•
Turning a layoff into a CPA firm
•
Finding a first client on the street corner
•
Auditor referrals as a growth engine
•
Rebuilding a client base in a new city
•
BNI and honing a 30-second message
•
Fund accounting for a cultural nonprofit
•
Lessons from a failed options fund
•
Building accounting tools with AI
•
The 13-week cash forecast
•
Losing clients to growth
🌟 David's Key Mentors:
•
A fellow BNI member and former CFO: a weekly sounding board
•
His father and brother: partners in Red Fox Capital
•
A nonprofit auditor: the referral source behind his early growth
•
His first restaurant client: proof that asking opens doors
👉 Don't miss this conversation about building a firm on relationships and finding the good in losing a client.
🔗 Connect with David Tunstall:
Website: tunstallorg.com
📄 Transcript Available: The Restaurant Owner on His Corner Became the First Client of David Tunstall and the Tunstall Organization
📺 Watch on YouTube: Inspired Stories Podcast
🌐 Our Website: The Inspired Stories Podcast
📄 Special Thanks to Anthony Codispoti & AddBack Benefits Agency: AddBack Benefits Agency - Providing innovative employee benefits solutions that improve employee well-being while optimizing your bottom line
Website: addbackbenefits.com
Inspired Stories Podcast | Business Leaders &CEOs Conversation Starter @inspiredstoriespodca
Jeremy Nichols answered the legacy question in four seconds. Good father. Good human. And he wants it to be genuinely true, not something people stretch to say.
Subscribe for weekly conversations with CEOs, founders & entrepreneurs on Inspired Stories Podcast.
#businessshorts #leadershiptips #founderstories #entrepreneurmindset #inspiredstoriespodcast #anthonycodispoti #jeremynichols
Inspired Stories Podcast | Business Leaders &CEOs Conversation Starter @inspiredstoriespodca
🎙️ From Mainframe Programmer to Insurtech Founder, Mark Seghers Built Inspire Health Tech to Put Consumers First
Mark Seghers, CEO and co-founder of Inspire Health Tech, has spent three decades in insurance technology, from building an insurer's first internet strategy to helping grow the company that became GoHealth. He shares why he believes consumers should find the right plan before they talk to an agent, how Inspire Health Tech's MetaPro projects out-of-pocket costs for Medicare and ACA shoppers, and why trust is the one thing that can't be automated. He also opens up about being let go, learning from broken trust, and teaching kids chess.
✨ Key Insights You'll Learn:
•
An outside-in approach to early internet strategy
•
Agent quote engines and the fear of missing out
•
How the ACA reshaped health insurance sales
•
The noise of shared leads
•
Plan before agent
•
Projecting out-of-pocket costs with claims-based profiles
•
Transparency of cost and quality in healthcare
•
Hiring people who challenge your ideas
•
Warm introductions over cold calls
•
Ethical capitalism and win-win business
🌟 Mark's Key Influences:
•
The founders of Norvax: young builders who brought him into a fast-growing startup
•
Milliman: the product that sparked the idea to flip plan matching toward consumers
•
A fellow panelist: the reminder that trust doesn't scale
•
His sons: the chess players who showed him what the game can teach
👉 Don't miss this conversation about building technology that serves consumers, agents, and carriers at once, and why honesty is the best long-term strategy.
🔗 Connect with Mark Seghers:
Website: inspireht.com Email: mark@inspireht.com
📄 Transcript Available: From Mainframe Programmer to Insurtech Founder, Mark Seghers Built Inspire Health Tech to Put Consumers First
📺 Watch on YouTube: Inspired Stories Podcast
🌐 Our Website: The Inspired Stories Podcast
📄 Special Thanks to Anthony Codispoti & AddBack Benefits Agency: AddBack Benefits Agency - Providing innovative employee benefits solutions that improve employee well-being while optimizing your bottom line Website: addbackbenefits.com
