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:
Wolters Kluwer Tax & Accounting
Director of Operations
[email protected]
(847) 580-5000
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.
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.
KMA Accountants and Advisors
CEO & Co-Founder
[email protected]
(608) 664-1040
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.