On-Demand Web Seminar

Building your firm’s tech stack to deliver higher-value services

Past event date: May 18, 2022 Available on-demand 60 Minutes
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How to establish a product plan that will support your firm’s advisory growth now and into the future.

Making the move to advisory is one of the industry’s hottest topics. But how can accounting firms,  stretched thin by staffing challenges, ever-increasing complexity, and clients who want the “trusted advisor” experience, add advisory services to their existing core offerings?

In this webinar, we discuss:

  • What the market’s telling us right now about how accounting firms need to adapt and grow
  • How you – and your current team - can do more with your existing tech tools
  • What your firm should be investing in to be able to deliver the services that your customers – and prospects – will be interested in
Speakers
  • Lisa Erickson
    Manager, Technology Product Management
    Wolters Kluwer
    (Speaker)
  • Mark McAndrew
    Director of Product Management, Firm Management, Wolters Kluwer Tax and Accounting North America
    Wolters Kluwer
    (Speaker)
  • Nate-Brown_Headshot.jpg
    Nate Brown, CPA
    Vice President of Product Management for Firm Management, Tax & Accounting North America
    Wolters Kluwer
    (Speaker)
  • gaeatano.png
    Chris Gaetano
    Technology Editor
    Accounting Today
    (Moderator)