**๐๏ธ 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.
**โจ 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
**๐ 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
๐ Don't miss this conversation about building a firm on relationships and finding the good in losing a client.
**๐ Connect with David Tunstall:**
Website: tunstallorg.com
๐ Transcript Available: **The Restaurant Owner on His Corner Became the First Client of David Tunstall and the Tunstall Organization**
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๐ 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