Ep.77: Deliver Results—No Matter Your Role

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

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.

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