S2 Ep 9 - Turning Down a Big4 Director Role and Growing His Own Firm with Tyler Caskey

The Lifestyle Accountant Show

Sep 14 2023 • 36 mins

In this episode I’m talking with Tyler Caskey from the Bean Counters.

Tyler is an experienced CFO and Accounting Partner with a demonstrated track record improving or maintaining high performance Finance and IT functions.

He’s known for installing the Day 1 month-end reporting methodology.

We’re discussing why Tyler turned down a director role at a Big4 Firm and a partnership opportunity at a mid-tier firm and ultimately started his own firm.



We cover:

  • [8:39] How Senior CFO roles compared to director roles at the Big4
  • [10:02] A partnership opportunity at a mid-tier firm and weighing up the pros and cons
  • [16:31] Why Tyler doesn’t use fixed fee or value based pricing and prefers billing based on time
  • [19:51] The lifestyle benefits from running his own firm
  • [22:31] Tips for building high performing teams
  • [24:02] Why Tyler doesn’t want to grow revenue

Here are a few parts of the conversation that stood out to me.

  • Tyler doesn’t believe in regret, but he does think about whether he made the jump from Big4 to commerce too early. Becoming a partner at a Big4 firm could have been amazing. As someone who was not interested in that path at all, it was interesting hearing that perspective from Tyler.
  • I enjoyed hearing about Tyler’s schedule and how he prioritises mornings, but he’s also fine working hours to accommodate his international clients.
  • I also enjoyed the story of his boss who wouldn’t allow him to go part-time

You can connect with him on LinkedIn or via the Bean Counters Website



This episode of the podcast is brought to you by sponsors

TaxValet: Sales Tax Done For You

Electrafi:  Blockchain Training and Consulting for Accountants

Teamup: Hire top Filipino accountants without ongoing BPO fees.

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living heal