Inspired Stories Podcast | Business Leaders &CEOs
Inspired Stories Podcast | Business Leaders &CEOs @inspiredstoriespodca

Jeremy Nichols runs a hospitality-focused executive search firm covering every leadership level in the industry. His recruiters handle directors. He handles C-suite personally.

Subscribe for weekly conversations with CEOs, founders & entrepreneurs on Inspired Stories Podcast.

#businessshorts #hospitalitybusiness #founderstories #executivesearch #inspiredstoriespodcast #anthonycodispoti #jeremynichols

Inspired Stories Podcast | Business Leaders &CEOs
Inspired Stories Podcast | Business Leaders &CEOs @inspiredstoriespodca

Rob Ismoilov says honesty is the main factor for every business owner. His platform DealOS is built to give them exactly that at scale.

Subscribe for weekly conversations with CEOs, founders & entrepreneurs on Inspired Stories Podcast.

#businessshorts #founderstories #entrepreneurmindset #businessexit #inspiredstoriespodcast #anthonycodispoti #robismoilov

Inspired Stories Podcast | Business Leaders &CEOs
Inspired Stories Podcast | Business Leaders &CEOs @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
Inspired Stories Podcast | Business Leaders &CEOs @inspiredstoriespodca

πŸŽ™οΈ 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

πŸ‘‰ Don’t miss this conversation about building a firm on relationships and finding the good in losing a client.

πŸ”— Connect with David Tunstall:
Website: tunstallorg.com

πŸ“€ Transcript Available: The Restaurant Owner on His Corner Became the First Client of David Tunstall and the Tunstall Organization
πŸ“Ί Watch on YouTube: Inspired Stories Podcast
🌐 Our Website: The Inspired Stories Podcast
πŸ“€ Special Thanks to Anthony Codispoti & AddBack Benefits Agency β€” 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
Inspired Stories Podcast | Business Leaders &CEOs @inspiredstoriespodca

πŸŽ™οΈ 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:

β€’

Turning a layoff into a CPA firm

β€’

Finding a first client on the street corner

β€’

Auditor referrals as a growth engine

β€’

Rebuilding a client base in a new city

β€’

BNI and honing a 30-second message

β€’

Fund accounting for a cultural nonprofit

β€’

Lessons from a failed options fund

β€’

Building accounting tools with AI

β€’

The 13-week cash forecast

β€’

Losing clients to growth

🌟 David's Key Mentors:

β€’

A fellow BNI member and former CFO: a weekly sounding board

β€’

His father and brother: partners in Red Fox Capital

β€’

A nonprofit auditor: the referral source behind his early growth

β€’

His first restaurant client: proof that asking opens doors

πŸ‘‰ Don't miss this conversation about building a firm on relationships and finding the good in losing a client.

πŸ”— Connect with David Tunstall:

Website: tunstallorg.com

πŸ“„ Transcript Available: The Restaurant Owner on His Corner Became the First Client of David Tunstall and the Tunstall Organization

πŸ“Ί Watch on YouTube: Inspired Stories Podcast

🌐 Our Website: The Inspired Stories Podcast

πŸ“„ 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