Working with CPA market since 1997. Currently Product Marketing Manager at Wolters Kluwer supporting the audit workflow solutions.
Indialantic, FL
Joined September 2011
- Tweets1.2K
- Following96
- Followers178
- Likes191
In this video Andy Hines of Whitley Penn shares how TeamMate® Analytics helped him overcome a specific problem that many auditors will relate to. sprou.tt/1YPEjWjYNLL
Make your plans for #CCHUC23! Register today & secure early bird pricing. Learn more about this upcoming event by clicking here. sprou.tt/1PUstU7g88J
Newly proposed guidance standard by the PCAOB seeks to support the auditor's use of innovative tech in obtaining audit evidence from confirming parties. What does this mean for the future of audit teams? Our VP of Product Mgmt for Audit offers insight. sprou.tt/1ZYLZybbGKI
Morgan Martin at Rodl & Partner breaks down how audit data analytics technology is leveraged across multiple areas of their client engagements. Informative video that highlights how audit quality is improved with the tool. sprou.tt/1RR40SeCIVD
As popularity of leveraging Audit Data Analytics grows, firms choosing not to implement analytics technology will be at a distinct disadvantage. Watch Stefan Davis explain how & why this new technology is an auditor's best friend. sprou.tt/1VIMOTXycoZ
Andy Hines of Whitley Penn offers some sound insights into how audit data analytics will impact audit quality for the better, at your firm. sprou.tt/1CgCtZCbT43
Wolters Kluwer is not waiting for the future. We're successfully delivering the most advanced, yet practical, audit technologies to our clients today! Watch as Morgan Martin of Rodl & Partner describes the benefits of our audit data analytics solution. sprou.tt/12wMZdLC1n7
Client advisory services, a hot area that many tax & accounting firms are focused on, offers value-add to their customers. But what steps must one take to succeed in this area? Our Oct. 18th webinar offers answers. Register to join us. sprou.tt/1FtcGA7iWdc
Upgrading the firm's technology could be the only thing limiting your current client advisory services business model. Learn more by watching our on-demand recording of our most recent Strategic Advisory Services webinar, covering the subject. sprou.tt/19wQXMoJ9uY
Our latest issue of CCH® Accounting Research Manager®'s GAAP Update Service is now available. In this issue, read about the effects of climate change disclosure proposals on your financial reporting activities. sprou.tt/1BYBOG9nDKE
According to a series of peer reviews, noted audit experts have found that a majority of firms are in need of improvements to their risk assessment processes. In this informative blog, we discuss tips to help firms in this important area. sprou.tt/14P0Ac3xeYm
Tax & accounting businesses that operate a strong client referral program work under less stress & have higher customer retention rates. What's not to like about that? Our latest blog offers pointers on how to use tech to grow your referral business. sprou.tt/1yNKv3Rpwzg
The growth lifecycle of small tax & accounting firms is very unique. And with this lifecycle comes the need to be able to analyze which technologies best match firm needs at the appropriate time. Our new white paper helps in this process. sprou.tt/1QVIqTqrLGv
Wolters Kluwer understands the importance of small tax & accounting firms to communities they serve. That's why we've chosen the month of Sept as a time to promote our small firm solutions, resources & practice aids. Vist our resource center today! sprou.tt/1kDdtRCEoTk
Howell Straczek, of Howell Straczek CPA, believes investing in robust firm resources is key to firm growth. Watch as he speaks to how the right resources help with new staff onboarding & productivity, which translates to higher quality audit work. sprou.tt/1ta6ohy8dyl
Has your small firm outgrown its existing technology? Looking for a trusted cloud-based solution with a proven 10 year track record? We have what you're looking for in our CCH Axcess™ for Small Firms package. Don't miss our live demo on 8/30! sprou.tt/1Ak1BzFTFF8
Exciting news to report on #CCHUC22 event! Duncan Wardle has been confirmed as our keynote speaker this November. Yet another reason to book your ticket for what will be a memorable & inspiring conference. sprou.tt/1Gzxv76dSw0
Part 1 of our Strategic Advisory Services Series was a hit, as attendees learned about steps to develop a successful advisory practice. In Part 2 of this series, participants will recieve guidance on the top technologies needed for success. Join us! sprou.tt/153kicdHIQ4
Current CPA exam may undergo some significant changes according to proposales made by the AICPA. What will these changes look like? Read our latest blog for the details. sprou.tt/18uNR97W5Rb
The AICPA's 2018 Enhancing Audit Quality Initiative sought to guide auditors with steps to strengthen every audit. Unfortunately, a significant number of auditors are not adequately familiar about this initiative. Our blog provides a refresher read. sprou.tt/1Waz33T0ZNQ