On this episode of the Innovative Accountant Podcast we are joined by, a progressive tax accountant, entrepreneur, innovator, educator, speaker, author, master marketer, champion for change, colorful character, and founder of Moody’s Tax and Moody’s Private Client, Kim Moody.

Connect with Kim Moody: https://www.moodystax.com

Scott Orth is a Resiliency and Productivity Coach and founder of Mindful Wisdom Inc. Scott does plenty of work with accountants to help them become more mindful and more productive in their everyday lives. Scott joins Innovative Accountant host, Tim Coakwell, and shares some great tools to help CPAs manage their stress and remain productive during tax season.

Scott came to mindfulness in 2010 through a coach and mentor - Ray Williams. As a local expert in mindfulness, Ray has been both a mentor and a subject matter expert in designing the Mindful Wisdom 8-week mindfulness training program. Through continued learning, ongoing meditation training, and exploration of the mind, he's come to see mindful awareness more broadly, and is always incorporating the latest in neuroscience, behavior science, emotional intelligence, positive psychology and present moment activities into my teaching and coaching.

Further, Scott's passion for this practice runs deeper than something he believes in; as the parent of an anxious child, mindfulness has enabled him to stay present, open and non-judgmental when his body is often screaming to react.  It has become critical for him being the best parent he can be.

Most partners in accounting firms wonder how they are going to effectively exit their business when they are ready to retire. Brannon Poe, a CPA and Founder of Poe Group Advisors joins our host, Tim Coakwell, to share how you can best prepare to sell their firm when the time is right.

Brannon is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy™. Brannon is the author of the Accounting Practice Insights Blog and hosts the Accountant’s Flight Plan” podcast with other top thought-leaders in the accounting profession. Brannon is an E&Y alumnus. He has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. Brannon has authored multiple books, including “Accountant’s Flight Plan – Best Practices for Today’s Firms” (published by both the AICPA and CPA Canada) and “On Your Own: How to Start Your Own CPA Firm,” Second Edition (published by the AICPA). Brannon is passionate about entrepreneurship and is the president of EO Charleston (Entrepreneur’s Organization).

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share why the time is now for accounting firms in Canada to catch up to the rest of the world and begin offering an Integrated Advisory Experience.

To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the evolution of insureance and how it fits into the Integrated Advisory service offering. 

To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share WealthCo's Investment Philosophy, and why it's so different from any other investment firms.

To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the Financial Planning Philosophy for Integrated Advisory, and why it is so successful in CPA firms.

To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share how the relationship between the CPA firm, and their clients evolves with Integrated Advisory. With the CPA at the centre or their client's financial life, they are primed to help their clients achieve not only their financial goals, but their life goals as well.

To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the vision of Integrated Advisory and what the experience looks like for accounting firms.

To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the vision of the accounting industry, and the incredible opportunity that CPAs have to grow their firms, better serve their clients, and disrupt the wealth management industry.

To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca