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Free cpe webinars
Increase Your Value as a Client Advisor

INCREASE YOUR VALUE AS A CLIENT ADVISOR

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 22, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAuditing
Course LevelBasic
Course Description

Fact: It costs an accounting firm 5 times more to acquire a new client than to keep an existing one. That makes maximizing your firm’s value in the eyes of your clients essential to ensure they remain your client for years to come. Aside from delivering an opinion, the audit presents opportunities to provide observations, expert recommendations, and strategies that will help your clients achieve their financial and operational goals. Data analytics maximize the opportunities to uncover those valuable client insights that are often missed, putting auditors in a unique position to provide huge value as client advisors.

Join industry thought leaders, Michael Holmstrom of Sax LLP, and Stefan Davis of Wolters Kluwer, to find out how data analytics can supercharge the value you provide as part of your audits.  

Any CPA firm partner, manager, or staff that performs audit engagements on public or non-public entities—and is interested in learning more about how to increase the value of their audit work—will benefit by attending this session.

Learning Objectives:


  • Determine how to collect and analyze data to uncover insights and present them to your clients

  • Give real-life examples of how TeamMate Analytics is turning auditors into valued client advisors

  • Identify technology that makes the process easy for the entire audit team



 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Michael Holmstrom

SAX LLP
Senior Audit Manager
mholmstrom@saxllp.com
(973) 472-6250 ext. 6137

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Michael Holmstrom, senior audit manager at Sax LLP, is a New York CPA and has received his M.S in Accounting from SUNY Old Westbury. Michael has an extensive auditing background in real-estate, construction, manufacturing and distribution, healthcare, food and beverage and architecture and engineering. Additionally, he enjoys researching audit technology and gaining an understanding of how data analytics can help firms become more efficient. For example, with the use of Excel and other software, he has helped develop efficiencies and automation in the audit practice.

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Stefan is one of the co-founders and now Senior Product Owner for TeamMate Analytics. He began his career as an Auditor at KPMG. During nine years there, he also spent time in Internal Audit, Forensics, Transaction Services, and Management Consulting, working with a wide range of clients from small owner-managed businesses to FTSE 100 companies. Stefan has a huge passion for Data Analytics and increasing its use in auditing.

About Our Sponsor

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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.