Protea Conversation - Episode 9 - Tony Wilson

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Meet Tony!
In this episode, host Zane Stevens interviews Tony Wilson, a distinguished CPA, CMA, and champion for software development agencies. Tony shares his journey from becoming an accountant to starting his own business, Equip, which focuses on empowering entrepreneurs through financial acumen and strategic guidance. They discuss the importance of education in business growth, the challenges faced by small businesses, and the value of building a network of professionals to support clients. He also talks about his role as a father and the flexibility that being a business owner provides for his family. In this conversation, Tony Wilson and Zane Stevens discuss the importance of work-life balance and the value of prioritizing personal time and family. They also delve into the topic of podcasting and the purpose behind Tony's podcast, as well as his short-term goals for his business and personal life. Tony shares valuable advice for individuals at different stages of their careers, emphasizing the importance of asking questions and giving people space to learn and grow. He also reflects on the role of wealth and gratitude in entrepreneurship.
Takeaways
- Education is crucial for entrepreneurs to succeed in business, and it goes beyond just accounting knowledge.
- Understanding sales and marketing is often a major deficit for small businesses.
- Building a network of professionals in complementary fields is essential for providing comprehensive support to clients.
- Being a business owner offers flexibility and the ability to prioritize family and personal commitments.
- Empowering entrepreneurs through financial acumen and strategic guidance can help them turn their dreams into reality. Work-life balance is crucial for personal happiness and satisfaction in a job.
- Entrepreneurs should prioritize personal time and family, as life is short and unpredictable.
- Podcasting can be a powerful tool for connecting with ideal clients and sharing their stories.
- As a leader, it is important to ask questions and give people space to learn and grow.
- Approaching entrepreneurship with gratitude and a focus on providing for one's family can lead to a more fulfilling journey.
- Valuable advice for individuals at different stages of their careers includes asking questions, providing answers, and giving people the opportunity to learn from their failures.
Sound Bites
"I remember holding my daughter and thinking to myself, little girl, you can do anything you set your mind to."
"Just because you see pain points or just because you see common issues doesn't necessarily mean that you need to be the one to solve it."
"It's about life, not just about work."
"I want to have conversations with my ideal clients."
Chapters
00:00 Introduction and Overview
02:43 Tony's Journey to Becoming an Accountant
06:06 Transitioning to Full-Time Employment and Gaining Experience
16:08 Starting His Own Business: Equip
27:02 Merging with Another Firm and Expanding Services
31:15 Balancing Business and Family Life
33:58 Work-Life Balance and Prioritizing Personal Time
38:30 The Purpose and Goals of Podcasting
42:29 Short-Term Goals for Business and Personal Life
46:52 Valuable Advice for Different Stages of a Career
53:58 The Role of Wealth and Gratitude in Entrepreneurship
Connect with Tony:
LinkedIn personal - / tony-wilson-cpa
LinkedIn company - / wilsontalbott-llp
Educational company - / accquip
Protea Conversations is an enlightening leadership podcast that delves into the dynamic world of business and accounting. In each episode, we engage with seasoned leaders to unravel their unique stories, uncovering pivotal advice that has shaped their success. Our guests generously share insights and practical guidance, offering listeners valuable lessons to propel their own career trajectories.
Our dialogues aim to spark ongoing discussions about the varied experiences, opportunities, and challenges confronting today's leaders.
Through these conversations, we aspire to cultivate a forum where ideas on building a more diverse, inclusive, and successful professional landscape can flourish. Whether you're an aspiring leader or an established executive, our podcast offers simple yet powerful advice to accelerate your growth and broaden your understanding of leadership in today's ever-evolving global environment.
Join us on Protea Conversations to be a part of this journey.
Follow Protea:
Website - proteafinancial.com/blog/
Facebook - / proteafinancial
LinkedIn - / 10833176
Instagram - / protea_financial
Twitter - / financialprotea
Follow Zane:
LinkedIn - / zane-stevens
Twitter - / zane_stevens_
Instagram - / zane_stevens_