From One Accountant to Another - Series Launch
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From One Accountant to Another Our Specialty Services and How They Can Benefit You
Transcript of From One Accountant to Another - Series Launch
From One Accountant to AnotherOur Specialty Services and How They Can Benefit You
Welch wants to:
• Help you & your clients succeed
• Be your trusted resource for filling in any
service/expertise/time gaps
• Present 3 speakers today – specializing in
business advisory, transactional tax
planning, & IFRS
• Pass on expertise through a series of
webinars
INTRO
BUSINESS ADVISORY
SERVICES
BUSINESS ADVISORY
What’s the #1 way that
WelchGroup can add
value to a small
business?
BUSINESS ADVISORY
Share an example of a
client scenario where
WelchGroup helped a
client of another public
accounting firm.
BUSINESS ADVISORY
What have you witnessed
to be the top 3 challenges
for business owners
wanting to improve?
BUSINESS ADVISORY
You’ve recently added a
new member to your team.
Can you tell us about
the new service?
TRANSACTIONAL TAX
PLANNING TIPS
TRANSACTIONAL TAX
PLANNING TIPS
What issues or planning
should business owners
contemplate if they want to
sell their business interest
at some time in the future?
TRANSACTIONAL TAX
PLANNING TIPS
How long in advance of a
potential sale should a
business owner
contemplate tax planning?
TRANSACTIONAL TAX
PLANNING TIPS
What determines if a
business sale is completed
as a sale of shares versus
a sale of assets?
TRANSACTIONAL TAX
PLANNING TIPS
Are the planning
considerations different if a
business owner plans to
transition a business to
family or key employees?
INTERNATIONAL
FINANCIAL REPORTING
STANDARDS (IFRS)
INTERNATIONAL FINANCIAL
REPORTING STANDARDS (IFRS)
What should companies
consider when evaluating the
accounting standards to
apply?
INTERNATIONAL FINANCIAL
REPORTING STANDARDS (IFRS)
What is involved when
converting to IFRS?
INTERNATIONAL FINANCIAL
REPORTING STANDARDS (IFRS)
What are some key
challenges when applying
IFRS?
INTERNATIONAL FINANCIAL
REPORTING STANDARDS (IFRS)
Is there any special
licensing or certification
required to audit an IFRS
environment?
INTERNATIONAL FINANCIAL
REPORTING STANDARDS (IFRS)
What in your background
makes you a specialist in
this area?
How do you stay current?
WEBINAR SERIES LAUNCH
“Interaction with the CRA”
“Top 10 HST Issues working with
other CPA Firms”
“Doing Business in the U.S.”
“Mergers & Acquisitions”
FOR MORE INFORMATION
Check out our collateral piece
for a comprehensive list of all
our specialty services.
CONTACT US!
www.welchllp.com
email: [email protected]
613.236.9191 (Ottawa)
123 Slater Street – 3rd Floor
