Designed for owners, managing partners, and supervising members of progressive firms, this course is a deep dive into leadership principles and practices designed to help your firm create an environment for staff and clients that places the client firmly in the center of the firm. You’ll learn how to maximize every touchpoint your firm has with clients and bring staff along on the journey so they are invested in creating the best possible experience for your valued clients.
Andrew Wall is a Chartered Professional Accountant and Certified Management Accountant with over 19 years in accounting and IT development. He is the managing partner at CPA4it.ca; a cloud-based accounting firm focused on helping small businesses. Andrew is a global thought leader and has been recognized as the top 100 Accounting influencers (Avalara.com).
Andrew is passionate about the cloud. His firm CPA4it.ca has been ranked as one of the top 100 cloud brands in the world (onalytica.com), and Andrew has been recognized as one of the top 50 cloud accountants in North America four years in a row (hubdoc.com).
Andrew’s first experience with cloud accounting was as a developer on a cloud-based accounting application. In 1999 Andrew and a team of developers applied for a patent on web-based software that enabled accountants to work with offshore resources. As a result of his work on this software, Andrew has appeared on the CBC television show “Venture” and was invited to speak at the International Trade Centers executive forum on global outsourcing.