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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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The Accounting Success Podcast
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Now displaying: August, 2017
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.

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