25 Years of 40-Hour Work Weeks: How This CPA Built a Virtual Firm Across 22 States

Written By Jen Montoya

Interview with
Cold 2 Close and Said Chowdhury

Key Takeaways:

  • Turned a health scare into purpose: Launched his own firm 25 years ago with 3 clients after experiencing burnout.

  • Built a thriving virtual firm: Now serves clients in 22 states and 2 countries.

  • Focus on work-life balance: Emphasizes aligning business success with personal well-being.

  • Mission-driven leadership: Highlights the importance of clear values and a strong leadership team.

  • Shifted from operator to visionary: Learned to work on the business, not just in it.

  • Supports growth through clarity: Offers fractional CFO services to help other businesses increase profits.

  • Believes in collaboration: Stresses the value of not going it alone as an entrepreneur.

  • Personal growth matters: Leverages communication styles, client personas, and the power of affirmation.

  • Global impact mindset: Volunteers in Ethiopia and Kenya, empowering single mothers through entrepreneurship.

Jen Montoya https://www.brandrxco.com
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