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Advice and Best Practices on Delivering Strategic Advisory Services

ADVICE AND BEST PRACTICES ON DELIVERING STRATEGIC ADVISORY SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 19, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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:


  • Recognize how delivering strategic advisory services can help your firm overcome industry challenges

  • Determine how strategic advisory services can strengthen client relationships

  • Identify how strategic advisory services can support firm growth

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mark McAndrew

Wolters Kluwer Tax & Accounting
Director of Product Management
mark.mcandrew@wolterskluwer.com
(847) 580-5000

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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.

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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. 

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James Toto

SAX LLP
Partner
jtoto@saxllp.com
(973) 472-6250 ext. 6137

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Jim has over 30 years of experience specializing in tax planning and compliance to high-net-worth individuals and families, including estate and retirement planning.  In addition, Jim provides services related to equity-based compensation, after-tax cash flow analysis, and tax analysis of complex investment strategies. 

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Adams brown

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.

Michelle Walsh

Edelstein & Company LLP
Chief Operating Officer

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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.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.