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Choose the Technology That Will Help You Create Capacity for Advisory Services

CHOOSE THE TECHNOLOGY THAT WILL HELP YOU CREATE CAPACITY FOR ADVISORY SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 24, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Digital transformation and the COVID-19 pandemic have paved a new way for the accounting profession. Firms have been enabled to adopt technologies that encourage a distributed work environment while maintaining and improving productivity, visibility, and collaboration. With this adoption of technology, practice management, and workflow automation tools, firms are becoming more automated, shifting the accountant's role to that of a business advisor. 

A 2020 survey by CPA.com revealed that advisory and consulting are clients’ greatest unmet needs, with 29% of clients saying they need these services. It is no surprise that as technology adoption rises within the industry, so does advisory services growth. Not only do advisory services position your firm as a trusted advisor, but they also provide revenue growth opportunities. 

Ray Barlow and Mark McAndrew are joined by Wolters Kluwer customer, Jason Kadow, CEO at KMA Accountants and Advisors, to share the technologies they’ve adopted that contributed to the success and growth of their advisory services practices. 

Learning Objectives: 


  • Evaluate your existing capacity, and determine opportunities to gain time back 

  • Determine how to grow when your staff are operating at peak productivity 

  • Identify the technology that will help you grow

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ray Barlow

Wolters Kluwer Tax & Accounting
Director of Operations
[email protected]
(847) 580-5000

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Senior Sales and Business Development Executive consistently successful in driving new business, increasing market share, leading sales teams, creating programs, developing strategies, implementing changes, and managing key account relationships to generate long-term revenue growth. Successfully combines astute strategic, business, technology, and leadership competencies to deliver strong financial results and profitable growth throughout competitive markets. Mentor and leader of experienced salespeople; able to build new teams while personally cultivating key accounts. Strong public speaking skills and ability to motivate energize and lead to success. Recognized as an articulate and persuasive change agent whose recommendations, actions, and leadership enhance employee morale and client loyalty.

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Mark McAndrew

Wolters Kluwer Tax & Accounting
Director of Product Management
[email protected]
(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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Kma

Jason Kadow is the Chief Executive Officer of KMA Accountants and Advisors based in Madison, Wisconsin. Jason received a Bachelor of Business Administration degree from University of Wisconsin-Whitewater and holds a number of certifications and memberships, such as CGMA, AICPA, WICPA, NACVA.
 

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.