Ep.77: Deliver Results—No Matter Your Role

Опубликовано: 20 Июнь 2026
на канале: CPA Career Paths
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✅ Ep.77: Deliver Results—No Matter Your Role 👇👇‪@CPACareerPaths‬

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💠 Hey everyone, Rosey Flaherty here!

🎧 In this episode, I sit down with Jeff Wilson II, CPA, founder of The W2 Group and a dynamic voice in the accounting world. Jeff shares how his diverse experiences—from auditing prisons to economic analysis—shaped his leadership style and entrepreneurial journey.

💠 Whether you're in public accounting, exploring leadership roles, or just starting out, Jeff’s story will inspire you to deliver results, lead with purpose, and stay authentic in your career.

✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa (http://chapman.edu/msa)

💠 00:00 – Introduction to Jeff Wilson II and His Journey: Introduction to Jeff Wilson II, where his background and career journey are discussed.

💠 06:04 – Career Aspirations: From CFO to CEO: Jeff talks about his career aspirations, transitioning from CFO to CEO.

💠 11:51 – Leading Projects in College: A Unique Experience: Jeff shares his experience leading projects during college, providing early leadership insights.

💠 18:09 – KPMG Experience: Auditing Prisons: Jeff discusses his unique experience auditing prisons during his time at KPMG.

💠 24:06 – Transitioning from Audit to Economic Analysis: Jeff explains his transition from auditing to economic analysis and how his skills translated.

💠 34:14 – Transitioning to the Bureau of Economic Analysis: Jeff talks about his move to the Bureau of Economic Analysis and his role there.

💠 39:49 – Building a Network in the CPA Community: Jeff discusses the importance of networking within the CPA community and shares tips on how to build connections.

💠 45:28 – Challenges in Entrepreneurship: Jeff highlights the challenges faced in entrepreneurship and the lessons learned along the way.

💠 51:57 – Balancing Work and Personal Life: Jeff offers advice on maintaining a healthy balance between work and personal life.

🎧 Subscribe for more powerful conversations around growth, leadership, and building a meaningful career in finance.

 💬 Drop a comment if Jeff’s story resonated with you—we’d love to hear your thoughts.
 👍 Like & Share this episode with someone who's ready to grow into leadership.

 👉    / @cpacareerpaths  

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