One of the most important issues facing CPA firms is growing client expectations. It’s no longer acceptable for a CPA to simply react to a client's requests. Clients expect their CPA to be proactive and provide value-added services, especially with how rapidly legislation is changing. So is it any surprise the surge of firms that are shifting towards higher-value advisory services in lieu of compliance-based practices?
Does your firm recognize the importance of providing clients with proactive, strategic advice, but is unsure how to successfully pivot? Join us as Lisa Erickson and Mark McAndrew are joined by Wolters Kluwer customers, Michelle Ryan, Partner at Adams Brown, Michelle Walsh, Chief Operating Office at Edelstein, and Jim Toto, Tax Partner at Sax, LLP, as they share their best practices for delivering strategic advisory services and the benefits they can bring to your firm.
Learning Objectives:
Wolters Kluwer Tax & Accounting
Director of Product Management
[email protected]
(847) 580-5000
Mark has spent his career working within SaaS company environments to successfully establish and execute business strategies for both early growth companies and global organizations.
He speaks frequently to professional and industry groups on topics that include digital transformation, technology trends, outsourcing strategy, and workflow advisory consulting, performance management, and productivity enablement within the public accounting and corporate tax, finance, and accounting industries.
Wolters Kluwer Tax & Accounting
Product Line Manager
[email protected]
Lisa Erickson, CPA, is the Product Line Manager at Wolters Kluwer responsible for driving product strategy, development, innovation, sales, and retention of firm management solutions for Tax and Accounting Professionals. She has over 20 years of experience of delivering innovative tax and accounting software solutions around the globe.
Adams Brown
Partner
Michelle is passionate about helping businesses navigate the unknowns in the accounting space and helping them become more efficient and effective. She is particularly good at looking at complex issues, prioritizing the steps her clients need to take to solve them and helping them execute those steps.
Edelstein & Company LLP
Chief Operating Officer
Michelle has 22+ years of experience in public accounting, financial services, audit and compliance. Michelle brings a broad-based industry exposure, global perspective and creative approach that achieve business goals, increase capability and effectiveness. She is a strong strategic thinker with a passion for leveraging people, process, and technology to scale and grow.