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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: December, 2016
Dec 28, 2016

BIO: Craig Ballantyne has been the Editor of Early to Rise since 2011. He’s also a Strength & Conditioning coach in Toronto, author of Turbulence Training, a contributing author to Men’s Health magazine, and a member of the Training Advisory Board for Maximum Fitness and Oxygen magazines. TurbulenceTraining.com features Craig’s best-selling Turbulence Training for Fat Loss program and TTmembers.com offers access to all of his Turbulence Training workouts and video clips (for men, women, mass-building, athletes, and bodyweight-only workouts). Craig also has an advanced research background, completing a Master of Science Degree in Exercise Physiology from McMaster University in Hamilton, Ontario, Canada. He continues to study the latest training, supplementation, and nutrition research to help clients improve health and wellness, as well as their physical and mental performance.  

 

 

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.

Dec 21, 2016

Michael Rozbruch is a nationally recognized entrepreneur and is the founder of Michael Rozbruch's Tax and Business Solutions Academy™, a training and consulting services company that trains and helps other CPAs, Attorneys and Enrolled Agents (as well as other professionals) to build highly profitable practices through proven marketing systems and strategies. But he doesn't stop there. He also trains on how to "close" the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated.

An unconventional CPA (licensed in Maryland) himself, Michael helped pioneer the tax resolution industry 16 years ago. He founded and built one of the most reputable tax resolution firms in the country. On the verge of a personal bankruptcy in 1998, he started Tax Resolution Services, Co. on his dining room table with zero clients and grew it into a nationally marketed powerhouse registering $23 million in sales, 4,000 clients and 125 employees. He is an author, a 2011 semi-finalist in Ernst & Young's Entrepreneur of the Year Award, made INC's. 500/5000 list in 2010 and 2011, is the president of the prestigious National Association of Tax Resolution Companies. Michael is a member of the CPE committee of ASTPS. Michael has been featured numerous times as the guest expert on the Fox News Network, KCAL and KABC. His interviews and expertise have been published in Inc. Magazine, Tax Analysts® "Tax Notes Today", U.S. News & World Report, The Wall Street Journal, and Entrepreneur Magazine, to name a few.

As a Certified Tax Resolution Specialist (CTRS) and CPA, he has represented thousands of taxpayers who owe the IRS, but simply cannot afford to pay. Michael has been a guest speaker at conferences and has been interviewed on numerous TV news programs as a nationally recognized expert guest speaker. In 2009, CPA Magazine honored Michael with the prestigious national recognition of Top Tax Advisor to Know during Recession. He was also named an Executive of the Year Finalist in the 2009 American Business Awards. Additionally, Michael is the recipient of ASTPS's prestigious "Top Practitioner" fall 2005 Award, which recognizes distinguished members for their exemplary professional accomplishments, dedication, and contributions to the organization and the profession. He is also a member of the American Institute of Certified Public Accountants (AICPA), the Maryland Association of CPA's (MACPA), International Academy of Collaborative Professionals, charter member of the American Society of IRS Problem Solvers (ASIPS), member of the Disciplinary Committee of the American Society of Tax Problem Solvers (ASTPS), and a recognized inductee into the "Who's Who" in finance and Industry.

In 2011, Michael and Tax Resolution Services, Co. were recognized for the second year in a row on the Inc. 5000 list of America's Fastest Growing Companies, joining the ranks of past honorees such as Apple, Patagonia, Intuit, Microsoft and Oracle. Also, in 2011, he was a semi-finalist in Ernst & Young's "Entrepreneur of the year". In 2012, Michael became the host of a weekly TV show, "TAXMAN", on the BIZ TV Network. Michael accepted a Bronze Stevie Award for the "2012 Maverick of the Year" title on behalf of the American Business Awards which recognized his work as an expert in the tax resolution industry for the past 16 years. He has been interviewed by hundreds of radio stations and has appeared numerous times as a guest expert on national TV, including Fox News.

Michael lives in Los Angeles, Ca. He has been married to the love of his life for 30 years who also works alongside him in managing the company. He has two daughters and loves going on family vacations. Michael enjoys good cigars and can usually be found cruising around in his supercharged 1968 Olds 4-4-2 and attending classic car shows on weekends.

Follow Michael Rozbruch on Twitter for expert tips on how to build highly profitable practices. You can also connect with him on his personal LinkedIn page.

 

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.

 

Dec 14, 2016

Thomas J. Filomeno, CPA

Tom loves spending time with family, boating, fishing, racquetball, playing the guitar, Cape Cod and his summer lake house.

As President of Filomeno & Company, Tom’s professional passion is to never stop improving our business. Tom was inspired by his father, Joseph Filomeno, the founder of the firm, to always look ahead and make the firm better. Better service to the clients, better knowledge, advice and resources for the clients and better alignment of team and firm goals. One of his proudest moments was accepting the Business Champion Award for Workforce Development from the Metro Hartford Alliance and the Hartford Business Journal, as it is a testimony to the extraordinary culture. But it’s never over and Tom is excited every day to lead the team toward the continued pursuit of these goals.

Tom also spends considerable time serving clients, particularly in manufacturing and Wealth Management, to help them achieve their aspirations. He collaborates with manufacturing clients on their specialized issues, including inventory, job costing, overhead allocation, and financial analysis. He also consults regularly on Wealth Management, financial planning, tax planning, succession and estate planning issues. Tom also serves as trustee for many individual clients, helping them manage their financial affairs. He also has much experience and expertise in the individual tax area and serves many clients in that capacity as well.

Tom lives in West Hartford with his wife Madelyn. They have 3 children – Mark, Joe and Madelyn Mary and love to spend time together (usually laughing).

  • Bachelor of Science in Accounting from University of Connecticut
  • Member of West Hartford Exchange Club
  • Farmington Chapter UNICO National
  • Legislative Affairs Committee Member of the MetroHartford Alliance
  • Board Member and Treasurer of the CT Tooling and Machining Association
  • The West Hartford Chamber of Commerce (Former President and Treasurer)
  • The Foundation for West Hartford Schools (Former Board Member and Treasurer)
  • Northwest Catholic High School (Former Board Member and Finance Chair)
  • St Timothy Middle School (Former Board Member and Finance Chair)
  • Jodi Rell, Governor Exploratory Committee (Former Treasurer)
  • Oz Griebel for Governor (Former Treasurer)

Contact:

             (860)760-7031

             http://www.filomeno.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.

 

Dec 6, 2016

Background

Previous to joining LVBW Chris accumulated over twenty years of experience in both public accounting and private industry; nearly nine years as a tax director for an SEC-registered international IT services company and twelve years in public accounting, including nine years with a Big Four national accounting firms. With his broad experience, in both private and public accounting, Chris is well suited to work with a variety of industries and business clients.

Practice Areas

  • Tax preparation, compliance,  and planning for partnerships, corporations and individuals.
  • Multi-state tax issues, including income and sales & use tax.
  • State and Federal audit management.

Education

  • Alfred University, B.S., Accounting

Professional & Community Activities

  • Hunters Hope Foundation, Board of Directors
  • American Institute of Certified Public Accountants
  • New York Society of Certified Public Accountants

More About Chris

  • Words to live by: "Sometimes the questions are complicated and the answers are simple" by Dr. Seuss
  • All-time favorite movies - Contact, Pulp Fiction, The Dark Knight, The Crow
  • Favorite restaurant - Tempo
  • Lesson from dad he still live's by: "I could complain, but who would listen?

http://www.lvbwcpa.com/Firm-Overview/Our-People/Christian-Billman

 

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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