EPISODE · Oct 7, 2025 · 1H
Tony Proctor: Turn Dumb Ideas into Brilliant Solutions | The Disruptors
from CPA Trendlines Podcasts · host CPA Trendlines
Reward curiosity, encourage experimentation, and involve the team in every step of firm transformation.The DisruptorsWith Liz FarrLike many guests on The Disruptors, Tony Proctor didn’t start out as an accountant. His firm, Proctor and Associates, started as a side hustle in 2007 when he was working in IT management. As a testament to the client service focus of his tech-forward firm, his very first paid client remains his customer. “They are actually still on the roster, and so I’m very excited about that, and I’m excited that they are still willing to pay what today’s price is, and they are not stuck on what the price was in 2007, so I love that,” Proctor says. MORE STREAMING: Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years | Telka: Transform Fear into Fuel | Woodard: Move Past Reports; Deliver Results | Baker: Find True Purpose to End Burnout | Brolin: The W.I.N. Leadership Formula | Gertrudes: How EOS & “Unreasonable Hospitality” Reshaped GrowthLab | Vilms: The Power of People in a Tech-Driven World | Dickerson: From Diagnosis to Disruption | Kapilovich: Treat People Like People | Martha Yasso: From Wall Street to Main Street | Jackie Meyer: Tax Plans in 90 Seconds? Believe It | Erica Goode: Build a $200K Firm in 15hrs/Week Proctor, like many of today’s forward-thinking accountants, thinks like an entrepreneur. As he explains, accountants are “usually very risk averse and very honed in on the details, and it’s like compliance first,” while entrepreneurs are “what I would call risk tolerant, and so they usually are seeking the risk and figuring out what opportunities are presented from that.” Thinking solely like an accountant, Proctor says, can lead to paralysis.
What this episode covers
Reward curiosity, encourage experimentation, and involve the team in every step of firm transformation.The DisruptorsWith Liz FarrLike many guests on The Disruptors, Tony Proctor didn’t start out as an accountant. His firm, Proctor and Associates, started as a side hustle in 2007 when he was working in IT management. As a testament to the client service focus of his tech-forward firm, his very first paid client remains his customer. “They are actually still on the roster, and so I’m very excited about that, and I’m excited that they are still willing to pay what today’s price is, and they are not stuck on what the price was in 2007, so I love that,” Proctor says. MORE STREAMING: Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years | Telka: Transform Fear into Fuel | Woodard: Move Past Reports; Deliver Results | Baker: Find True Purpose to End Burnout | Brolin: The W.I.N. Leadership Formula | Gertrudes: How EOS & “Unreasonable Hospitality” Reshaped GrowthLab | Vilms: The Power of People in a Tech-Driven World | Dickerson: From Diagnosis to Disruption | Kapilovich: Treat People Like People | Martha Yasso: From Wall Street to Main Street | Jackie Meyer: Tax Plans in 90 Seconds? Believe It | Erica Goode: Build a $200K Firm in 15hrs/Week Proctor, like many of today’s forward-thinking accountants, thinks like an entrepreneur. As he explains, accountants are “usually very risk averse and very honed in on the details, and it’s like compliance first,” while entrepreneurs are “what I would call risk tolerant, and so they usually are seeking the risk and figuring out what opportunities are presented from that.” Thinking solely like an accountant, Proctor says, can lead to paralysis.
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Tony Proctor: Turn Dumb Ideas into Brilliant Solutions | The Disruptors
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