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The Accounting Success Podcast

Ian Welham is a Chartered Accountant helping other CPA firms Maximize Their Business Potential and become the Most Relevant Advisor to clients. To learn more, simply go to www.haydenrock.com. On the podcast, Ian brings together successful accountants and industry thought leaders to share with you how they serve business owners, and how you can, too. Folks like Tom Hood, Daniel Burrus and Ron Baker
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Now displaying: August, 2016
Aug 30, 2016


Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and a radio talk-show host on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy.
As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored fifteen courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris); Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence; Everyday Economics; Everyday Ethics: Doing Well by Doing Good; The Best Business Books You Should Read; Pricing on Purpose: Creating and Capturing Value; Measure What Matters to Customers; and Innovating Your Business Model.


He is the author of seven best-selling books, including: Professional’s Guide to Value Pricing; The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Pricing on Purpose: Creating and Capturing Value; Measure What Matters to Customers: Using Key Predictive Indicators; and Mind Over Matter: Why Intellectual Capital is the Chief Source of Wealth; Implementing Value Pricing: A Radical Business Model for Professional Firms; and his latest book, The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless.


Ron has toured the world, spreading his value-pricing message to over 120,000 professionals. He has been appointed to the American Institute of Certified Public Accountant’s Group of One Hundred, a think tank of leaders to address the future of the profession; named on Accounting Today’s 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2011, 2012, 2013, and 2014 Top 100 Most Influential People in the profession; voted number six and nine of the Top ten Most Influential People in the profession in 2012, 2013, and 2014; selected as one of LinkedIn’s Influencer Bloggers; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation. He graduated in 1984, from San Francisco State University, with a Bachelor of Science in accounting and a minor in economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He resides in Petaluma, California.

 

Welcome to the accounting Success Podcast.  Ian Welham is a Chartered Accountant helping other CPA firms maximize their profit potential and become the Most Relevant Advisor to clients. To learn how you can add value, introduce new revenue streams, and move into high value advisory services, simply go to www.haydenrock.com. On the podcast, Ian brings together successful accountants and industry thought leaders to share with you how they serve business owners, and how you can, too.

Aug 23, 2016

Bruce Buchanan began his public accounting career as an entry-level accountant with Berlin Ramos in 1973. He has continued with the firm ever since, becoming a manager in 1981, a principal in 1985 and taking on his current role of managing principal in 1994.

Mr. Buchanan works with a diverse portfolio of clients in many types of businesses, with a heavy emphasis on sophisticated tax planning, retirement and estate planning, and business advisory services. He has extensive experience overseeing audits, reviews and compilations of financial statements for various businesses and industries, including real estate ventures, professional service groups, retail businesses, and not-for-profit organizations.

Education:

  • Bucknell University, Lewisburg, Pennsylvania
  • Bachelor of Science in Business Administration, Accounting Major

Organizational Memberships:

  • American Institute of Certified Public Accountants
  • Maryland Association of Certified Public Accountants
  • Maryland Society of Accountants

 

Welcome to the accounting Success Podcast.  Ian Welham is a Chartered Accountant helping other CPA firms maximize their profit potential and become the Most Relevant Advisor to clients. To learn how you can add value, introduce new revenue streams, and move into high value advisory services, simply go to www.haydenrock.com. On the podcast, Ian brings together successful accountants and industry thought leaders to share with you how they serve business owners, and how you can, too.

Aug 17, 2016

Tom is a leader of the Audit and Assurance Department, where he has been
advising both public and private clients in regards to their finances and
operations for nearly 20 years. His extensive background in costing separates
him from the typical auditor. Tom is the leader of the firm’s National
Manufacturing Practice. He is also a member of the National Transaction
Services Group, where he performs financial and operational due diligence, and
has led a significant number of transactions over the past several years


PROFESSIONAL EXPERIENCE:
• Primary focus on companies looking to maximize shareholder value through
acquisitions, profit enhancement, restructuring, and ultimately exiting their
investment
• Lead partner overseeing audits of public and private companies
• Experience extending from deal negotiation to implementation of post
transaction strategic planning
• Provides consultation, evaluation and implementation of part and product
line costing models
• Developed and implemented computer costing models that enable
companies to better understand their cost structure and price their products
for profitability
• Responsibilities include all stages of the costing process starting with an in
depth understanding of operational and financial issues followed by a
recommendations report and business model for improving the bottom line
• Special interests include strategic cost management and special consulting
engagements; product and part profitability, business profitability modeling,
and cash flow forecasting


BACKGROUND:
• Licensed CPA in the state of Michigan
• Licensed CMA (Certified Management Accountant)
• Provisional Lead Assessor Certification from EXCEL Partnership
• Joined the firm in 1995
• B.S. in Accounting, Walsh College
THOUGHT LEADERSHIP:
• Host and Chairperson, UHY LLP Annual Manufacturing Outlook
• Co-Chairperson, UHY LLP Annual Accounting and Business Conference
• Executive Editor and Contributor, UHY LLP Manufacturing Insider Quarterly
Newsletter
• “Advisory Boards and Corporate Governance” UHY LLP 2015 Accounting and
Business Conference
• “Tax and Accounting Workshop”, ICLE First Annual Entrepreneurial Law
Institute Conference, 2015
• “Racing To Gain A Competitive Edge”, UHY LLP Manufacturing Outlook 2014,
November 2013
• “Succession Planning”, UHY LLP 2012 Accounting and Regulatory Update
• “What’s Driving American Manufacturing?”, UHY LLP Manufacturing Outlook
2013, November 2012
• “Accounting for Leases”, UHY LLP 2011 Accounting and Regulatory Update

 

Welcome to the Accounting Success Podcast.  Ian Welham is a Chartered Accountant helping other CPA firms maximize their profit potential and become the Most Relevant Advisor to clients. To learn how you can add value, introduce new revenue streams, and move into high value advisory services, simply go to www.haydenrock.com. On the podcast, Ian brings together successful accountants and industry thought leaders to share with you how they serve business owners, and how you can, too.

Aug 10, 2016

Sales leader, financial professional and Commodity Trading Advisor; specialty in systematic FX and early-stage corporate accounting & tax. Currently leading inDinero's sales team/sales operations/outside demand generation, and managing funds for private investors. Recently moved to Portland OR from my ancestral home in San Francisco.

 

Welcome to the Accounting Success Podcast.  Ian Welham is a Chartered Accountant helping other CPA firms maximize their profit potential and become the Most Relevant Advisor to clients. To learn how you can add value, introduce new revenue streams, and move into high value advisory services, simply go to www.haydenrock.com. On the podcast, Ian brings together successful accountants and industry thought leaders to share with you how they serve business owners, and how you can, too.

Aug 2, 2016

With the firm over 25 years, Jeff represents clients on a local, national and international level. He has extensive knowledge from accounting functions to complex regualtory issues. He has worked with both the private sector and governemental agencies.

He has been a featured speaker at numerous Seminars, Conferences and Industry Symposiums, and has been published in trade and industry publications.

Jeff has also designed Internal Control Programs as well fraud detection and prevention systems.

In addition to being a CPA, he is Certified in Financial Forensics (CFF) a Chartered Global Management Accountant, (CGMA), a Certified Anti-Money Laundering Specialist (CAMS) and a Certified Fraud Specialist (CFS).

Jeff is a member of the American Institute of CPA's,the New York State CPA Society and serves on the Anti-Money Laundering & CFT Committee of the Society.

In addition he is a member of the Association of Certified Financial Crime Specialists, Asscociation of Certified Anti-Money Laundering Specialists, Asscociation of Fraud Specialists and the Association of Money Services Compliance Officers, of which he serves on the Advisroy Board. 

 

Welcome to the Accounting Success Podcast. 

Ian Welham is a Chartered Accountant helping other CPA firms maximize their profit potential and become the Most Relevant Advisor to clients. To learn how you can add value, introduce new revenue streams, and move into high value advisory services, simply go to www.haydenrock.com. On the podcast, Ian brings together successful accountants and industry thought leaders to share with you how they serve business owners, and how you can, too.

 

 

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