Introducing Advisory Services with Ian Welham

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Show Summary

There is a lot of confusion around advisory services and Ian Welham finally sets it straight. Ian explains how to introduce advisory services to your clients and deliver a new level of service to your client base. 

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 executive positions in Hong Kong, The Netherlands, Belgium and the US. Ian has been a regular guest on TV, radio and in the press, including the New York Times, the Newark Star-Ledger, The Daily Beast, Forbes.com and Home News Tribune. He’s the host of “The Accounting Success” podcast on iTunes. Ian and his wife Linda have been married for 30 years and have twin daughters. He is a devoted Manchester United “football” fan, and an avid golfer.

Show Links

Websites: www.HowToDoAdvisory.com

Receipt-Bank – Software and service to make the gathering, storage & processing of bills, receipts and invoices as easy and as cost effective as possible for businesses.

Nextiva – VOIP phone providers for small businesses.

Fundbox –  the simplest and fastest way to fix your cash flow by advancing payments for your outstanding invoices.

Right Networks – for forward-thinking CPA firms, accounting professionals, and SMBs who want to move to the cloud

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