How CPAs Can Transition to Proactive Tax Strategists with Ian Welham (Ep. 2)
Is your CPA practice ready for a transformation? What if you could elevate your role without sacrificing your current income?
Join your host Ken New and Ian Welham, a Chartered Accountant, once more as they dive into how Certified Public Accountants (CPAs) can transition from tax preparation to proactive tax strategy and financial planning. They stress the importance of understanding clients’ needs, collaborating with financial advisors, and using a team-based model.
Ken and Ian discuss:
- Why is collaboration with financial advisors and using a team-based model important
- What challenges do accounting firms face when transitioning their business model
- Why should accountants consider partnering with team-based advisors
- Why CPAs and accounts must consider the needs of their clients when considering growth transitions
- And more
Connect with Ken New:
- (321) 454-3623
- LinkedIn: Ken New
- Pinnacle Financial Wealth Management
Connect with Ian Welham:
About our Guest:
After qualifying as a Chartered Accountant with Ernst & Young, Ian Welham moved out of public practice and became CFO of a Barcelona-based publicly traded company. He also held CEO and COO positions in Hong Kong, The Netherlands, Belgium and the US. His team at HaydenRock works hands-on with CPA firms to maximize their profit potential – adding value, introducing new revenue streams and helping CPAs move into high-value advisory services.
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