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.