I'm joined by David Tunstall, CPA and head of The Tunstall Organization, and he is making finances approachable! David shares the incredible (and hilarious) origin story of how he named his business after a successful New York organization when he started in 2002!

What we discuss:

The Core Services: David breaks down the fundamentals of his work: taxes, bookkeeping, and payroll.

Going Deeper: Moving beyond the basics, David explains how he helps business owners use financial analysis—looking at P&L statements and balance sheets—to understand the drivers behind their revenue and make smart decisions.

Client Focus: While he primarily works with businesses (ideally over $1 million in revenue), he also provides personal tax preparation services for high-income W-2 earners.

Expertise: David is experienced and licensed to file taxes in all 50 states!

BONUS: We play the game, "Write Off or Rip Off"!

Jump into the chat and ask David your burning finance questions!