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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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Sep 13, 2017
  BIO: Vince is a Partner in the Audit and Business Advisory Services Group. He has more than 30 years experience serving some of the area's largest companies, and joined Insero as a Partner in 2002 from Arthur Andersen. He advises clients on technical accounting matters; private placements; public offerings; and mergers, acquisitions, and divestitures.  His areas of focus include accounting and auditing… Sarbanes–Oxley… enterprise risk management…  and Employee Benefit Plans.  Insero & Company is a growing regional firm with five offices, 125 team members, and clients in 30 states. The firm is regularly voted “One of the Best Accounting Firms to Work for in the U.S.” by _Accounting Today_.  Firm specialties include government, not-for-profit, family businesses, employee benefit plans, and outsourced accounting.  

 

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 16, 2017
Bio: Ken has one of those great American success stories, literally starting his practice in a garage – with a table, 2 folding chairs & a computer – and growing it into the dynamic, innovative firm that it is today.
 
Besides being Managing Partner, Ken is responsible for the firm’s not-for-profit and educational providers practice group. In addition to his extensive audit experience both at Ernst & Young, LLP, and Cerini & Associates, Ken has been involved in providing consulting services for nonprofits and educational facilities of all sizes throughout New York State. He is an expert in preschool special education. His specialties also include Forensic audits and fraud investigations.

Ken has won numerous awards, and has been quoted in publications such as the New York Times, Newsday, Long Island Business News, and the Long Island Press.

Cerini & Associates is a full service accounting firm with a staff of nearly 50, four partners, and a foundation built on value-added ideas and integrity. The firm serves many industries, including healthcare, nonprofit, technology, special education, startups, school districts, and construction, among others.

 

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 9, 2017
Bio: Happy Tax is a relatively new but potentially very disruptive player in the tax preparation space. Mario is leveraging technology and innovation to provide a convenient, transparent and reliable service for taxpayers while changing the roles and ownership structure for franchisees. The concept is quickly proving itself. Happy Tax was named Entrepreneur magazine’s 2017 fastest growing tax business, and the company is growing faster than over 3,000 other franchisors in the United States.
 
Judging by traditional measures, one may not have predicted business success for Mario Costanz. Long before becoming a successful businessman, Mario was a high school dropout and New York City garbage collector. An entrepreneur at heart, he tried a number of other businesses, and eventually ventured into the tax business at SmartServ. Next he bought a Liberty Tax franchisee, and became the #1 ranked franchisee in the country.

He rather quickly built an ownership interest in 99 tax offices in 5 states, then divested from Liberty in 2014. He started Happy Tax based on an innovative and patent pending business model that’s already shaking up the tax prep industry. The company combines convenient come-to-your-door service, along with accurate, reliable and professional tax returns prepared by CPAs with a minimum of 5 years of training and experience.

In two short years, Happy Tax has over 600 franchisees, independent contractors and area representatives. 

 

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 3, 2017
Bio: Jody Padar is CEO and Principal of the New Vision CPA Group, based in the Chicago area, and specializes in shaking up the accounting profession. 

Within her own firm, Jody has embraced cloud services and social media to shift the way she serves clients. Jody and her team provide proactive financial insight and practical strategies to their clients in real-time, not just at tax season.   

Jody is also a highly sought after speaker and thought leader in the tax and accounting profession. She is the author of The Radical CPA: New Rules for the Future-Ready Firm, a book that sparked a movement within the accounting profession.  Jody is also a regular contributor to a number of industry publications, including CPA Trendlines and Accounting Today, where she offers practical tips and advice on running a next-generation firm. For the last 5 years, Jody has been named by Accounting Today as among the "Top 100 Most Influential to the Profession.” She has written for Forbes and is a regular contributor to Intuit's QuickBooks' Blog. She has been interviewed by Inc.International Business Times, and CNNMoney. Jody also has her own radio show called “Let’s Get Radical,” and works in partnership with several leading technology companies to spread the word about “digital CPAs.”

In her spare time she is an adjunct professor at Oakton Community College and a contributing member of the Intuit Trainer Writer Network. 

 

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.

Jul 26, 2017
Bio: Chris Hooper is an Accounting Futurist and CEO of Accodex, located in Adelaide in South Australia. Accodex is a hi-tech accounting firm providing compliance, administration and advisory services to startups and tech enabled businesses. The firm specializes in Cloud Technology and helping clients become more technologically literate. It’s an interesting model because Accodex has both business owners and accountants as clients.

The firm was named Australia’s Most Innovative Accounting Firm in 2015 – beating out PwC and KPMG in the process – and has achieved Platinum Partner status with Xero, the cloud-based accounting software.

 

Chris is an evangelist for the accounting profession and writes and speaks extensively about accounting industry trends. He’s a TEDx speaker and presenter at XeroCon on the future of the accounting profession. Chris has made it his mission to change the accounting game forever. He’s creating the next generation of leaders at Future Accountants Network, an online academy teaching soft skills and technical skills. And he’s educating and mentoring accounting and business students, teaching them that they have the ability to change the world, they just don't realize it yet.

 

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.

 

Jul 19, 2017

Bio: Josh Lance is the Founder and Managing Director at Lance CPA Group, a virtual CPA firm based in Chicago.  Josh has many years of experience helping startups grow and develop through customized, value-added accounting, tax prep and coaching services. He spent most of his career at a top-10 national public accounting firm and then worked with high-net-worth individuals, managing cash flow and investments. 

 

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.

 

Jul 12, 2017

 

Bio: Gleaning lessons from neuroscience, technology, and behavioral economics, “Accountaneur” shows tax and accounting professionals what it takes to succeed in today’s dynamic competitive environment. In my opinion, if you are an accountant and you are breathing, “Accountaneur” is a must read. It’s especially timely given the changing accounting landscape and presents eye-opening insights into today’s emerging opportunities for accounting and tax professionals.

Hitendra holds advanced degrees in business and science, and has spent decades working in technology-driven businesses, mostly in the financial services industry. He has been in the trenches with accountants and CPAs for over 10 years as the leader of a company producing work for accountants – giving him rare insight and perspective on our industry’s challenges and opportunities

 

 

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.

 

Jun 28, 2017

BIO: Kyle is an up-and-coming leader in the industry. Although a relatively young firm, Market Street Partners has experienced success almost from Day 1. We’ll explore their unique path to growth. And we’ll talk a bit about all the exciting things happening in Chattanooga, also known as “Gig City” because it has the fastest Internet in the Western Hemisphere. Chattanooga has become a high-tech center, attracting top talent and birthing new startups at an impressive clip.

 

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.

 

Jun 14, 2017
Bio: 
With roots dating back over half a century, Spire Group, PC is a full-service CPA and Consulting firm specializing in accounting, assurance, tax, business advisory and technology services. Clients include startups, closely held family businesses, nonprofits and governmental entities, and high-net-worth individuals. The firm provides a breadth of services from business valuations and litigation assistance to Cloud computing to Outsourced CFO consulting.

Spire Group was named by Commerce Magazine as one of their “Companies That Care” for Spire’s generosity as a firm and their good work. Spire Group was also named an honoree for Inc.’s "Best Workplaces” Award.

Spire IT, meanwhile, is an affiliate of Spire Group and provides management and support of vital IT infrastructure – with services such as:
- Managed Network Monitoring
- Cloud and Remote Access Solutions
- Offsite backup and disaster recovery &
- Hosted Cloud Solutions

Tom has over 20 years of experience working with clients in the not-for-profit sector, including membership, health and welfare, and trade associations. In addition, he has worked with a variety of for-profit industries including manufacturing, retail, distribution & trucking, and professional services.

 

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.

 

May 31, 2017

BIO:  In addition to being a CPA, Edward Bortnick is a Certified Valuation Analyst, a Master Analyst In Financial Forensics, a Certified Fraud Deterrence Analyst, and carries the designation Certified In Financial Forensics. Ed has appeared in Circuit, U.S. Bankruptcy, and other Federal courts to serve as an expert in

business disputes, divorce and tax matters. In addition, he has issued business valuation reports on more than 100 entities.
 
Edward is a frequent guest speaker, and has presented programs for the Attorney CPA Association, the National Association of Certified Valuators and Analysts, the Society of Financial Professionals, and numerous law firms.
 
He is an instructor for the National Association of Certified Valuation Analysts and is the former president of the Maryland/DC Chapter of the National Association of Certified Valuators and Analysts.

 

 

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. 

May 24, 2017

BIO: 

John Bly, the founding partner, CEO and leading visionary of LBA Haynes Strand in Charlotte, North Carolina.

LBA Haynes Strand has been built through a series of mergers and acquisitions. The firm made Inc. 5000’s list of the nation’s fastest growing privately held companies for 3 consecutive years, and ranks as one of the Top 25 CPA Firms in the Charlotte Region with three locations and over 70 professionals on staff.

John is a graduate of the Entrepreneurial Masters Program at MIT, a past recipient of the “Managing Partner Elite” Award from Accounting Today, and sits on the Global Board of Directors for the Entrepreneurs’ Organization. John is also the co-founder and Managing Director of LBA Haynes Strand Capital Advisors, which focuses on the capital needs of small to mid-sized companies. 

And in his spare time he is an author. John wrote the acclaimed book, Cracking the Code: An Entrepreneur's Guide to Growing Your Business Through Mergers and Acquisitions for Pennies on the Dollar.

 

 

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. 

May 17, 2017

BIO: Founded in 1945, ABBB has 150 employees, 14 partners and 14 office locations throughout the state of Kansas. Brian was born and raised in Garden City, Kansas, and joined the firm in 1988, right out of university. As managing partner, he oversees all aspects of firm management while also servicing clients. His areas of focus are in the agricultural industry, small business taxes, and estate planning. ABBB firm specialties include Agriculture… Construction… Manufacturing… and Oil & Gas, among others.

 

 

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. 

 

May 10, 2017

BIO: Andrew began his accounting career at PwC, started racing up the corporate ladder, making senior partner at a ridiculously young age, then made a complete 180-degree pivot and career change when he found his true calling. Today he’s the founder of AndrewArgue.com and runs a successful training program teaching CPAs, bookkeepers and Enrolled Agents how to develop and strengthen their sales and marketing skills so they can start to have a successful and growing practice.

In the last 6 months alone, Andrew has helped 112 accounting firms in 5 different countries learn the fundamentals of sales, while also understanding how it relates to today’s modern economy with social media and the digital world. Many of his clients see rapid improvement in new client fees and are able to confidently shed clients that are a drag on the firm.

 

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.  

 

May 3, 2017

BIO: Mark Zinman is the owner, CEO and managing partner of Ziman & Company, outside of Philadelphia. Mark is an AICPA Continuing Education Instructor, an NBC Tax Panel leader, and the Online Tax Expert for Philly.com. He’s also a Certified Information Technology Professional, whose passion is leveraging technology to improve business.

Mark uses his expertise to keep Zinman & Company on the forefront of technology while leading team members in business management, consulting and tax planning for clients. Marks’s unique team approach to helping clients is another demonstration of how Zinman & Company is “thinking beyond the numbers.”
The firm focuses on small and mid-sized businesses, Internet & technology, and construction, among other niches.

 

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. 

 

Apr 26, 2017

BIO: Lindsay N. Patterson is the Senior Manager-- Communications and Public Relations at the AICPA. Previously the Communications Manager, State Regulatory and Legislative Affairs at the AICPA 

 

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. 

Apr 19, 2017

BIO: 

Shelley started in public accounting in 1990 after a few years as assistant controller for a real
estate/hotel development company. Named one of the Top 50 Cloud Accountants two years in a row,  Shelley hails from a long line of “number crunchers,” as both her mother and grandmother had long careers in banking. She is also an avid puzzle solver; thinking through solutions is Shelley’s forte.  Therefore, a career in accounting seemed to be her calling.
 
Shelley is a member of the AICPA, the Indiana CPA Society, and the past chapter president of the Indiana State Board of Accountancy, as well as the American Society of Women Accountants. She also wrote a book on Obamacare, certainly a hot topic these days.

 

 

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. 

Apr 12, 2017

BIO: 

Henry Rinder is a partner at Smolin Lupin in Fairfield, NJ. Henry has been with Smolin since 1980, when he started as an intern. 

Henry served on the Technical Issues Committee of the AICPA and is the past President of the New Jersey Society of CPAs. At Smolin Lupin, he serves on the Executive Committee.

Smolin Lupin has been helping clients for 70 years and is one of the NJ BIZ Top 20 Public Accounting Firms in New Jersey.

Henry services clients in the construction, distribution, manufacturing, and legal services industries, providing clients with audit, forensic accounting, fraud investigation, litigation, business valuation, matrimonial accounting, and consulting support.

 

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. 

Apr 5, 2017

BIO:  I'm proud to be a Co-Founder and CEO at Accountingfly, which is the first true inbound recruiting platform where employers can put their accounting recruitment on autopilot. Hiring accountants is costly, frustrating, and risky. Accountingfly completely changes that with Inbound Recruiting. We create quality content that connects accounting job seekers to employers' opportunities. Our technology automates many of the back-end tasks of recruitment, speeding up time to fill. We operate the largest network of CPA job seekers between college and 10 years of experience. Our wonderful team loves helping companies hire accountants, lowering cost per hire, and decreasing time to fill. 


In 2014 through 2016, I was named one of the 100 Most Influential People by Accounting Today for our team's work in revolutionizing the way accountants are hired. 

 

Accountingfly is the career center to the accounting profession. Job seekers can easily apply to jobs from across the profession. For employers, Accountingfly automates recruitment branding, candidate sourcing and talent management. They also use accountingfly's award winning software to organize the recruiting process, make faster hiring decisions, and build pools of talent from which they can recruit in the future.

Accounting employers can use Accountingfly to post jobs and recruit accountants at every step in their career.

 

Jeff lives in his hometown of Pensacola, FL., and is an alumnus of Trilogy Software, Scient, American Express and Monster.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. 

 

Mar 29, 2017

BIO: Paul Costantino is the Managing Shareholder at PDR CPAs + Advisors. His responsibilities include: firm administration, assisting with business development and the shareholder group. He has authored and co-authored several books, is a member of the BDO Alliance and very active on the AICPA Council. He uses his experience as Past-Chair of the Massachusetts Society of CPAs (MSCPA), running the New England Practice Management Conference for 10 years as well as founding and managing a CPA firm for 20 years.

Paul has over 25 years of experience in accounting, assurance and tax, working with organizations in the construction, real estate, insurance, health care and service industries. Paul specializes in providing clients with strategic tax planning and consulting services such as business planning, mergers & acquisitions, entity selection, budgeting, financial projections and bank financing.

Paul has a Master of Science degree in Taxation from Bentley College and a Bachelor of Science degree in Business Administration from Suffolk University. Paul is a council member of the American Institute of Certified Public Accountants (AICPA) and is the Past Chairman of the Massachusetts Society of Certified Public Accountants (MSCPA). In addition, Paul has authored books and chaired several seminars on topics of accounting, tax and business planning

 

 

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. 

Mar 22, 2017

BIO:

Josh’s broad experience includes working for a Big 4 Accounting firm in New York City, an international consulting firm, and national litigation support & accounting firms. His specialties include forensic accounting, anti-fraud controls, workplace investigations, and risk mitigation. He has spoken nationally on the topic of fraud prevention and detection, data analytics, risk management and financial planning & analysis. Josh has also been an adjunct professor in the field of accounting and fraud examination at Florida Atlantic University and St. Leo University.

 

Villela & Shilts has offices in Jacksonville, Miami, and Ocala. The firm specializes in tourism and travel… farming… medical industries… hospitality services… and real estate. Their client focus is small to medium-sized businesses as well as entrepreneurs. 

 

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. 

 

Mar 1, 2017

BIO: Garrett Wagner is a CPA and Business Therapist with Thaney & Associates in Rochester, NY. Thaney & Associates has been in existence for 50 years, with offices in New York and Florida. He prepares individual, corporate and partnership tax and also works with CPA firms across the country to help them implement lasting change.

Garrett is an emerging leader on the CPA landscape and an expert at understanding the new millennial generation, which is of increasing importance to CPA firms today. He focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods. 

Garrett started the LinkedIn group “Innovating Trailblazers” to provide support for the next generation of leaders by allowing them to share ideas, frustrations, and support each other’s growth.

His ability to think outside the box, develop procedures, and train staff has allowed Garrett to have tremendous success in bringing about lasting change. He believes that by focusing on developing the next generation of leaders and understanding the shift in the profession to provide value-added consulting services, that Firms can obtain long lasting success.

 

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. 

Feb 23, 2017

BIO: With over 20 years of experience, Audit & Consulting Partner, Frank Balestreri, specializes in serving private and public clients in the retail, consumer products, manufacturing, distribution, energy and alternative energy industries.

Frank has significant experience with both primary and secondary equity offerings, debt offerings, private placements, consolidations, internal controls, and SEC reporting. He has consulted on business combinations, divestitures, impairments and revenue recognition. His clients have included development stage venture backed entities to Fortune 50 companies.
 
Prior to joining Sensiba San Filippo, Frank spent over 17 years with Deloitte & Touche LLP 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. 

Feb 2, 2017

Bio: 

Craig Smalley has been admitted to practice before the Internal Revenue Service as an Enrolled Agent, has a “Master's in Taxation” Certificate from UCLA, and is a Certified Tax Resolution Specialist. Craig has been in practice for 23 years. He is well versed in US Tax Law, and U.S. Tax Court Cases. 

He specializes in taxation, entity structuring and restructuring, corporations, partnerships and individual taxation, as well as representation before the IRS regarding negotiations, audits and appeals. 
In his many years of practice, he has been exposed to a variety of businesses and has an excellent knowledge of most industries. 
 
He is the Co-Founder & CEO of CWSEAPA®, PLLC, and Tax Crisis Center®, LLC. CWSEAPA is a think tank of IRS Enrolled Agents, CPAs, Certified Tax Resolution Specialists, Certified Estate Planners, and paraprofessionals all under one roof, with offices in 3 locations, including Florida, Nevada and Delaware.
 
Craig is the current Google Small Business Accounting Advisor for the Google Small Business Community. He is a contributor to AccountingWEB and Accounting Today, and has had twelve books published on various topics in taxation. His articles have also been featured in the Chicago Tribune, New York Times, Yahoo Finance, Nasdaq, and several other newspapers, periodicals, and magazines. 
 
He has been interviewed and been a featured guest on many radio shows and podcasts. Finally, he is the Co-host of Tax Avoidance is Legal, which is a nationally broadcast weekly Internet radio show.

 

 

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.

 

 

Jan 25, 2017

Bio: Bill Sheridan is a knowledge hunter, content curator, lifelong learner, and the Maryland Association of CPAs’ chief communications officer, editor, and resident social media cheerleader. He is the creator and co-author of the association’s acclaimed blog, CPA Success. Bill also produces the MACPA’s podcast, CPA Spotlight, and oversees the association’s numerous social channels.

Bill speaks regularly to CPAs and association groups on what the future holds for learning, leadership and the profession, and on the strategic uses of social media and the future of communication. He has been featured at the National Association of State Boards of Accountancy’s CPE Conference and its International Conference, the AICPA’s Digital CPA Conference, the first-ever CCH Small Firms Conference, the CCH User Conference, SleeterCon, and XeroCon. He delivers frequent presentations on behalf of the Business Learning Institute and is a certified Insights to Action facilitator.

Bill also is the author of “Look, Lead, Love, Learn: Four Steps to Better Business, a Better Life — and Conquering Complexity in the Process.” The book is a compilation of popular posts from the MACPA’s blog, CPA Success, and is the basis of a presentation and webcast by the same name.

A journalist by trade, Bill oversees the MACPA’s online and print content. His articles about the MACPA and the CPA profession have appeared in the Journal of Accountancy, Associations Now and SmartCEO.

He is a graduate of the State University of New York at Buffalo. In 2010, he earned the Certified Association Executive designation from the American Society of Association Executives.

Mr. Sheridan is inspired by and in awe of his wife, Alison, and their daughter, Molly. They live in St. Louis, Mo.

 

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.

Jan 18, 2017

BIO: Jim is a Partner, Director of Firm Technology and is the Firm’s Technology Niche Practice Leader.  Jim has been a frequent speaker to many State CPA Societies, the AICPA and other organizations on topics specifically related to technologies used by the business community today. He has been consulted by numerous Firms throughout the United States on appropriateness of technologies being employed within the Firm and has also been a frequent speaker on related topics for the New Jersey Technology Council, NJ Biz Magazine and other organizations. Jim has authored many articles dealing with firm technology issues and was featured on the cover of past issues of Accounting Technology Magazine and Practical Accountant Magazine.

In Jim’s role as Technology Niche Practice Leader, Jim heads-up the Firm’s business development, audit, tax and consulting services areas for companies engaged in the technology sector. Jim works with technology companies from start-up to those ready to realize their exit plan and helps them every step of the way from navigating through capital infusion, traditional financing, equity transactions, tax incentives, etc.

He is Past President for the New Jersey Society of Certified Public Accountants.

In addition, Jim is past Chair the AICPA’s CITP Credential Committee and of the AICPA’s Tech+ Conference, a past member of the AICPA’s Board of Directors and  AICPA Council. Jim is also a member of the board of directors for the New Jersey Technology Council.

Jim has been continually named by Accounting Today as one of the Top 100 Most Influential people in Accounting and has been named by The CPA Technology Advisor as a Top Thought Leader in Public Accounting Technology.

 

 

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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