CPA LEADERS: PRIORITIZING THE EMPLOYEE AND CLIENT EXPERIENCE
Learn how CPA leaders can prioritize the employee and client experience. In this webinar we focused on:
- Understanding the similarities and differences between employee and client experience
- Learning why retention is crucial for CPA firms
- Gaining insights on why the future of your firm requires technology
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Vice President of National Accounts
Heather Mesquita, Vice President of National Accounts at Aiwyn, manages strategic relationships with the Top 100 firms. Previously, Heather was Senior Director of Strategic Accounts at XCM, with similar roles at Wolters Kluwer and Thomson Reuters. Heather has dedicated the last 15 years of her career to working with public accounting firms on ways to leverage technology to increase efficiency, reduce costs and minimize risk. With a focus on continuous business process improvements, Heather works with firms to provide the optimal client experience and implement the right technology to improve overall financial health and support future growth.
Shareholder & Consultant
Arianna Campbell is a Shareholder & Consultant at Boomer Consulting, Inc., where she helps accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. Arianna is adept at blending concepts from Lean Six Sigma and leadership development to drive innovation and continuous improvement. Arianna facilitates the development and cultivation of future firm leaders in the Boomer Leadership Academy™. She also enjoys the opportunity to share knowledge through regular contributions to the Boomer Bulletin, CPA Practice Advisor and other industry-wide publications, as well as public speaking at industry conferences. She’s been honored several times as one of CPA Practice Advisor’s Top 25 Most Powerful Women in Accounting.
As Finance Leader, Leslie continually looks for ways to enhance firm operations and client offerings. Examples include: Collaborating with the tax department lead to implement a tax pool system for consistent workflow during tax filing season, so projects can be completed faster and with more accuracy. Researching and negotiating with software vendors to ensure clients and staff have access to the most proven and sophisticated workflow tools. Participating on the firm’s hiring committee to help maintain recruitment and retention of top-notch professionals. Unifying offices across the country and improving internal communications so employees’ talents are leveraged and clients are best served. Leslie yearned for a career, which offered variety and challenged her analytical abilities. With accounting, every client’s experience is different and innovation is essential to stay on top of the ever-changing business environment.