We are a team of accounting and finance professionals who, for the past 25+ years, have successfully built, managed, and coached accounting firms on the 21st Century Advisor model. Our team has done it, lived it, and now makes it their mission to help other tax and accounting professionals create greater value for their clients and success for their teams.

Our Business Purpose is to help CPAs to move from being most trusted advisor to Most Relevant Advisor to their clients – central to their needs – and in so doing they will Maximize CPA Business Potential and create valuable clients for life. In addition to our coaching and tools, our internal thought leaders actively speak and write for a number of industry publications and organizations, helping educate CPAs, wealth managers, and other professionals on the 21st Century Advisor Model. As a result we have helped thousands of accountants learn and implement business advisory services and create sustainable, profitable accounting firms and lasting client relationships.

Our Leadership Team

Haydenrock Solutions is led by a team of experts recognized industry wide as thought leaders in accounting and wealth management. Together they have created a proven system and proprietary tools designed to help CPAs deliver superior value to their clients while creating an accounting firm that can thrive in a changing marketplace.

Paul is a serial entrepreneur who qualified as a Chartered Accountant with Latham Crossley and Davis (which eventually became Lathams Chartered Accountants), becoming a Partner in 1986 and Head of Business Services in 1993.

Whilst at Lathams, Paul started to develop the business planning process which is today at the core of The HaydenRock System™. Those processes were developed with the aim of helping business owners to clarify their direction and maximize their business potential. When Lathams was sold to Tenon Group Plc in 2001, Paul became National Head of Business Planning at Tenon.

He left Tenon to become Finance Director at Debt Free Direct Group Plc where he was a Founding Director. DFD (Fairpoint Group Plc) rapidly grew to become the market leader in debt advice in the UK. Paul emigrated to the USA in 2011 and has developed several business interests, including being a Founding Member of HaydenRock Solutions.

Dan’s career focus has been on efficiency, technology and team building. After graduating in 1987 with degrees in Economics and Business Management, he immersed himself in the manufacturing sector, leveraging technology and training for increase profitability and sustainability. For the past 30 years, he has been President and CEO of a Rhode Island based manufacturing company, a wholesale distribution company and several non-profits. As Chief Technology Officer for HaydenRock, Dan is responsible for the development of the BIZ-Diagnostic platform and the HRS custom CRM.

Dan is a rowing coach and world champion rower, he still trains every day and competes at what he might refer to as “a reasonably high level for an old guy”. He is married to Cindy and they have two teenagers.

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.

He’s 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. Ian is the host of The Accounting Success podcast, which is a nationally broadcast Internet radio show on iTunes.

Ian and his wife Linda have been married for 29 years and have twin daughters. He is a devoted Manchester United “football” fan, and an avid golfer.

Jena graduated from Rutgers University in New Brunswick with a bachelor’s degree in Communication.

Jane of all trades, Jena has a decade of experience in marketing, sales, event management, and hospitality.

Jena has been a HaydenRock team member since its inception and has been instrumental in developing meaningful relationships with Accountants and Advisors alike.

Partner Firms

In addition to our in-house team of experts, we have a network of partner firms and experts who work in tandem with us to help accountants deliver truly comprehensive, holistic tax, legal, financial, and business advisory services.