Bilal Mehanna, CPA, MST

Questioner
DISC Type : c

Founder at FortunAI

Detroit Metropolitan Area, United States

Overview

Bilal Mehanna is a CPA and the founder of FortunAI and Mehanna Advisors, specializing in tax advisory for healthcare and e-commerce. With a Masters in Taxation from Wayne State University, he focuses on leveraging technology to enhance tax services for privately-held businesses. He also founded Dental Intel CPA and previously worked at Deloitte.

Bilal is a thought leader in the accounting space, co-hosting the "From Zero to Millions: Accounting Edition" podcast to share insights on running a successful firm. He is an author and has appeared on several podcasts, discussing financial strategies and the future of the accounting profession.

He is a strong advocate for improving accountants tech stacks, believing that firms are underserved by current tools like Excel for their most profitable advisory services.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Tax Advisory Tech
Founded FortunAI to address the technology gap in tax advisory services, moving firms beyond traditional tools like Excel for their most profitable offerings.
Scaling Accounting Firms
Co-hosts a podcast, "From Zero to Millions, " dedicated to sharing knowledge and practical advice on growing and managing a public accounting firm.
Intrapreneurship
Believes that focused, structure-oriented "intrapreneurs" are more valuable than chaotic entrepreneurs for scaling a business past its initial stages.

Media Appearances

Deep Dive Interview with Bilal Mehanna of Mehanna Advisors. Featured in YouTube

See Now

Work History

5-2025
Founder at FortunAI
2-2019
President at Mehanna Advisors
2-2019
Founder at Dental Intel CPA
2-2018 - 1-2019
BTS Consultant at Deloitte
8-2017 - 2-2018
Senior Accountant - SME Department at Clayton & McKervey

Education

2015 - 2018
Master of Science in Taxation (M.S.T) from Wayne State University
2008 - 2012
Bachelor of Business Administration (BBA) from University of Michigan-Dearborn

More Information

Social Presence :

Prographics :

Exp : 8 Location : Detroit Metropolitan Area, United States Job Level : Leadership Designation : Founder at FortunAI
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Insights For Selling To Bilal

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bilal is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Bilal

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Bilal move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Bilal take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Bilal

Personality Compatibility


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