Case Studies in Success: Best Practices from Busy Season

This webinar was held on June 14, 2022.
Sponsor: Wolters Kluwer
Duration: 1 Hour

Our resident Lean Six Sigma black belt Mark McAndrew and CPA Erin Leicke discuss what innovative firms did this past tax season to overcome staffing challenges and over-deliver for their clients. Mark and Erin will dig into how firms implemented processes and leveraged technology to survive another turbulent tax season.
In this session you’ll learn:

Best practices that highly successful firms followed during busy season
Actions your firm can take to proactively handle the increasing complexity of tax season
Steps to adopting a more profitable advisory mindset, and the technology that can help

Program level: Basic (no prerequisites required).
Field of Study: Taxes

Presented by:

Mark McAndrew
Director of Project Management for Firm Management
Wolters Kluwer Tax & Accounting North America

As the Director of Project Management for Firm Management (FM) at Wolters Kluwer, Mark focuses on the vision and strategy of all FM products and delivering customer and shareholder outcomes within the FM solutions set. Mark has extensive experience within both the Fortune 1000 and large public accounting firm spaces. He is a frequent speaker on business process management and workflow advisory consulting, tax and accounting outsourcing, and productivity enablement software deployments.

Erin Leckie
Director of Product Management, Tax
Wolters Kluwer Tax & Accounting North America

Erin Leckie is Director of Product Management – US Tax at Wolters Kluwer Tax & Accounting, North America. In this role, Erin leads the strategy and development of innovative solutions for tax professionals. Prior to joining Wolters Kluwer in 2022, Erin led teams in the development of global and local solutions for accounting and audit professionals, focused on bringing tools to market that enhance the profession.Erin has more than 10 years of experience in the tax and accounting profession in product management roles as well as several years in public accounting working for a National firm in Canada.Erin holds a Bachelor of Commerce from Dalhousie University and is a CPA, CA with CPA Canada.

Gail Perry
Editor-in-Chief
CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsors for supporting this educational session:

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110