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How CPAs Can Transform Their Practice and Thrive with Ian Welham

In an era where technology’s rapid advancements are reshaping industries, CPAs find themselves at a pivotal crossroads. They’re not just adapting; they’re racing to transform their practices, focusing keenly on the future needs of their clients. This shift is more than a necessity—it’s a journey into the heart of innovation and relevance, where the only constant is change itself.

In this episode, host Ken New speaks with Ian Welham, a Chartered Accountant renowned for guiding CPA firms toward peak profitability and enhanced client relevance. Welham, also the host of The Accounting Success Podcast, discusses the imperative for CPAs to transition from a compliance-centric approach to a value-oriented business model. Their discussion centers on catering to high-net-worth clients by providing proactive and comprehensive advisory services. Ian emphasizes the significance of deeply grasping client needs through targeted diagnostic questionnaires and the strategic involvement of experts as necessary.

Ian discusses:

  • The challenges CPAs face in a world dominated by technology
  • The importance of proactive tax planning and developing long-term strategies
  • How the role of accountants is evolving with new planning approaches
  • The need for accountants to recognize the value of advisory services
  • And much more.

Other ways to listen

You can think of reactive being the tax preparation and proactive being the tax planning.

Ian WelhamHayden Rock Solutions


Our Speakers

The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

Hayden Rock Solutions

Ian Welham

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.

Financial Advisor

Ken New

Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey and granddaughter, Adalyn.

Ever wondered about the crucial difference between reactive and proactive strategies in finance and tax planning? It's time to explore deeper.

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