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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: March, 2017
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. 

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