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How CPAs Can Transition to Proactive Tax Strategists with Ian Welham

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

Other ways to listen

Working together with an advisor that's using a tried and trusted system, then you're able to deliver many more solutions.

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.

If you're an accountant dedicated to serving your client's best interests, there's always room to evolve and become even more relevant.

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