Podcast Episode

The secret to finding the perfect "work life blend"

Transforming: Tales of Business Evolution·AICPA & CIMA·23 July 2026·25 min

About this episode

Jeff Wilson II, CPA, PFS, CFE, CGMA, CDFA® started his career at a Big 4 firm and now has his own firm with seven people on staff. He talks about his path to becoming a firm owner, the struggles he overcame and the advice he'd give to himself if he were starting over. Learn more about Jeff's firm at wiicpas.com.