The Accounting Success Podcast

Randy is a seasoned entrepreneur who works with senior leaders of mid-size professional service firms to grow revenues, acquire clients, open new markets, and effectively position their brands. One of his specialties is digital marketing. Over the years Randy has helped many CPA firms to higher levels of success. He takes firms that are already successful – and shows them how to accelerate growth by empowering them to connect with ideal clients. His team has studied and cataloged the best ideas, practices, strategies and tactics that professional service firms are using today to produce meaningful improvements in revenue and EBITDA.

Murray Beaulieu spent almost 30 years as a Cost Accountant – saving millions of dollars for various Fortune 500 companies including Analog Devices, the giant semiconductor company. Before that, he was a Captain in the US Army. Today, Murray works with CEOs and CFOs of small and medium sized companies to reduce costs in 10 core areas of business where he guarantees results and works on a pay-for-performance basis. Murray Beaulieu can be reached via email at murray@boostedprofits.com or by phone at 508.687.2965

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.   

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.    

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.  

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.

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.  

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.  

  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.  

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.  

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.  

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. 

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. 

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.   

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.    

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.   

BIO: Lindsay N. Patterson is the Senior Manager-- Communications and Public Relations at the AICPA  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. 

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. 

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. 

BIO:  Henry Rinder is a partner at Smolin Lupin in Fairfield, NJ. He’s been with the firm since 1980. Henry Rinder is a Member of the Firm. He is a licensed Certified Public Accountant in New Jersey and New York with more than 30 years of public accounting experience. Henry is also certified in Financial Forensics as a Fraud Examiner and is accredited in Business Valuations. He has been accepted as an expert in these fields by the state and federal courts in New Jersey, New York and Florida and has testified before those courts. Henry services clients in the construction, distribution, manufacturing, and legal services industries. He has provided these companies and their clients with audit, forensic accounting, fraud investigation, litigation, business valuation, matrimonial accounting, and consulting support. Henry is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. He is also a member of the Association of Certified Fraud Examiners and a Diplomat of the American Board of Forensic Accountants. Henry served on the Technical Issues Committee of the AICPA at the time the COSO framework was being finalized. He is the past President of the NJSCPA and a current Member of Council of the AICPA. He often gives presentations to professional groups and authors articles in the field of accountancy. Henry serves on Smolin Lupin’s Executive Committee. The Executive Committee oversees day-to-day operations of the Firm, provides management, and the members of this committee must be elected. He also serves on Smolin Lupin’s Accounting and Auditing, Acquisition and Mergers, Client Evaluation and Risk Assessment, and Wealth Management Committees. He is the head of the Forensic Services and Valuations, Information Technology, Litigation Management, and Strategic Planning Committees at Smolin Lupin. Henry is a graduate of Kean University with a B.S. in Accounting. He practices out of our Fairfield, New Jersey office and resides in New Vernon, New Jersey. “I believe that our purpose as a firm is to enable success. I believe that helping others become successful makes me successful.”     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.