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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: November, 2016
Nov 29, 2016

ISN'T IT TIME FOR A CHANGE?

How many years can you go on with low value services, poor or no advise, a CPA with low integrity, working with Dad's CPA, or the same old reactive approach to your business or individual finances? Isn't it time for a change?

Berg Partners is the change you've been searching for. Give us a chance and see that sometimes change is good!

As managing partner of Berg Partners LLC a CPA firm. I have been providing CPA services for over 23 years.

Our CPA firm specializes in Small Business Services including: bookkeeping, full service accounting needs, and tax planning/preparation. Our diverse services include a range from week-to-week bookkeeping services to outsource CFO services. Our firm can provide one-stop services for any business.

We educate our clients on their business and personal needs. Using the latest technologies and holding our clients hands, we're there for our clients 24/7. Because everyone has a busy life, we deliver our product/services to you when you need them most.

We also provide standard accounting and tax services such as reviewed or compiled financials statements and business tax returns.

With our BOSS platform, Berg Partners provides customized bookkeeping solutions for businesses and individuals. Berg Partners utilizes cutting edge technology to support clients who are looking for a solution available 24/7. These services are available to clients who want reliable and relevant data provided on a regular basis. These services are complementary to our business management services. Setup and training of our BOSS system is available as well.

I am a member of the American Institute of Certified Public Accountants (AICPA), Pennsylvania Institute of Certified Public Accountants (PICPA), and an Academy Firm for Rootworks (Next Generation Accounting Firm).

Check out our website by clicking the logo below to link to www.bergpartners.com

 

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.

 

Nov 15, 2016

Maria T. Rollins, CPA, MST manages the firm’s tax practice and spearheads the handling of regulatory and compliance matters arising from state, federal and industry oversight. With 20+ years of public accounting experience, Maria brings her clients extensive knowledge in the complex art of tax planning and compliance, plus an arsenal of proven strategies.

Maria has represented her clients before the most demanding regulatory bodies, including all manner of state and federal tax agencies. She has won significant tax abatements, penalty concessions and favorable audit outcomes for dozens of clients across industries.

Specializing in family-owned and international companies, and start-ups, Maria credits her ability to quickly learn her clients’ businesses as a key to her success.

Clients value Maria’s ability to think out of the box and council them on complex matters including multi-state, tax nexus issues and 401K ERISA compliance requirements. Growth-minded business owners rely on Maria to develop the optimum mix of specialized business entities, debt and equity positions, and tax minimization strategies to help them achieve their short and long-term ownership goals.

Maria graduated from William Paterson University with a Bachelor of Arts in Accounting and received her Masters of Science in Taxation from Fairleigh Dickinson University. She is a member of the American Institute of Certified Public Accountants and the New York and New Jersey Societies of Certified Public Accountants. She is a member of the NJSCPA State Tax, IRS Cooperation, and Estate Tax Committees. Maria has also served on the Board of Directors for various business organizations.

Contact Maria at mrollins@krscpas.com.

 

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

Nov 8, 2016

Eric Majchrzak is a shareholder and chief marketing officer of BeachFleischman PC. He joined BeachFleischman in 2012 and is responsible for the firm’s overall marketing initiatives, including institutional firm branding, innovation, service line development, client satisfaction, firm growth initiatives, niche marketing and digital marketing. He is a nationally renowned professional services marketer and has over 20 years of executive marketing and business development experience. He has been acknowledged as one of the accounting profession’s pioneers in digital marketing and social media and has helped, through transparency of his own practices, to guide the profession towards progressive marketing strategies.

In 2015, he won the prestigious “Marketer of the Year” award, presented by Inside Public Accounting at the Association for Accounting Marketing’s Annual Summit and AICPA Practitioners Symposium & Tech Plus conference in Orlando, FL. In 2011 and 2010, he was named by the editorial team of Accounting Today magazine as one of the “Top 100 Most Influential People” in the accounting profession. He was acknowledged alongside others making an impact on the profession, including: regulators, agency heads, congressional leaders, consultants and top CEOs. Eric is a past two-term board member-at-large of the Association for Accounting Marketing. He is an Advisory Board member with Thomson Reuters’ Checkpoint Marketing For Firms. He is an instructor at the Accounting Today Institute and a contributing blogger/author for Intuit’s Accountants Blog. He is also a faculty member of iShade, the nation’s leading online community for accountants and a faculty member of the 2013 Hildebrandt Institute/Thomson Reuters Social Media for Law Firms Conference.

He was previously the Director of Marketing for Freed Maxick CPAs (a Top 100 Largest Firm in the U.S.) and through Freed’s alternative practice structure with RSM McGladrey, he was one of RSM McGladrey’s Great Lakes regional marketing directors.

Professional Associations and Activities


Advisory Board Member, Thomson Reuters – Checkpoint Marketing for Firms
Contributing author, 2016 re-issue of the AICPA Social Media Handbook for PCPS members (original author, Michelle Golden)
Association for Accounting Marketing, Board Member at Large, 2009 – 2013
Accounting Today Institute – Social Media Series, Instructor, December 2010 – Present
iShade, Faculty Member, June 2011 – Present
Faculty member of the 2013 Hildebrandt Institute/Thomson Reuters Social Media for Law Firms Conference
Contributing Blogger/Author for Intuit Accountants
Leading Edge Alliance, Member since 2003
Upstream Academy Best Practices Conference, CPE Instructor/Speaker, 2011
AICPA Practitioners Tech & Symposium, CPE Instructor/Speaker, 2011 – 2013
Upstate New York Merger & Acquisition Council, Co-Founder
Energize Your Enterprise Entrepreneurial Forum, Planning Committee Member
Pathways to Entrepreneurial Success Forum, Past Planning Committee Member
Honors
2015 “Marketer of the Year,” presented by Inside Public Accounting and Association for Accounting Marketing.
Selected by Twitter, Inc. to collaborate in the development of a professional services social media case study regarding Twitter’s promoted products platform (promoted Tweets)
Named by Accounting Today Magazine as one of the ‘Top 100 Most Influential People’ in the accounting profession, 2011 and 2010.
In 2012, he was named a contributing author and blogger for Intuit’s Accountant’s Blog and Newsletter
Named one of Buffalo’s “Top 10 People to Watch in 2010” by the editors and reporters of Buffalo Business Journal.
2006 Marketer of the Year (Rookie Category)- Association for Accounting Marketing.
Recent Awards
2015

Marketer of the Year, Inside Public Accounting and Association for Accounting Marketing.

 

https://beachfleischman.com/about/leadership-team/eric-majchrzak/

 

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.

Nov 1, 2016

Tom is passionate about four areas, leadership, learning, technology and collaboration.

Tom was once again ranked #2 Most Influential People in Accounting in Accounting Today's Top 100 Most Influential People list (his eleventh time on the list). He was also named to the CPA Practice Advisor Accounting Hall of Fame in 2015.

"Hood's greatest attribute isn't that he consistently glimpses the future more quickly than the rest of us (though he does). It's that he's able to bring it back to the present and serve as its tireless, inspiring and effective champion." - Accounting Today 2015 Top 100 Most Influential People

Tom believes these four areas are critical ingredients to helping organizations “shape their future” and thrive in this period of rapid change and increasing complexity. He helps accounting and finance professionals be more 'future ready' through his work at the Maryland Association of CPAs and the Business Learning Institute, a center for the development of leadership, strategic thinking, and collaboration skills.

Tom's significant presence in social media prompted Linked-in to recruit him as one of their Top 150 Influencers and he was named to the Top 25 Influencers in Learning by HR Examiner.

Tom and his team have run structured collaboration for the AICPA Major Firms Group (Top 100 CPA firms), the AICPA Leadership Academy and the Maryland Competitiveness Coalition. Tom and his team have lead over 100 strategic planning sessions for the top CPA firms all over the US, along with corporations and non-profits.

One of his top strategic thinking and collaboration tools is i2a - Insights to Action a strategic thinking system that he co-authored with Gretchen Pisano. The i2a process was customized for Sage in their VIsion to Strategy workshops and the national CPA Horizons 2025 project where Tom and his team engaged thousands of participants in a conversation about the future of the CPA Profession.

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