We all know what tax season is about and the role it plays in your firm’s operations. But is it when your service matters the most? Historically we have placed a large proportion of our attention on tax season – where the deadline lives. But is that where we can make the most impact for the clients? Or is it that tax season is simply the part of the year that bears the most risk to the firm?
While firms are busy in tax season, the following months are even more crucial as it relates to helping your clients achieve their goals and clear the hurdles in their way.
Join us as we explore with an advisory firm to look at how they approach servicing their clients when it truly matters most.
Will has been with Thomson Reuters since 2001 and is currently a product manager in the Tax Professionals segment of Thomson Reuters. In his role, he focuses on helping firms make the transition to being advisory-focused through the development and growth of Practice Forward. He’s also responsible for the development of the AuditWatch and TaxWatch services.
Will’s varied background includes working with firms of all sizes and specialties and provides a solid foundation for business process-oriented training and consulting. In 2006, Will was recognized as the CSM Implementation Specialist of the Year. He was also part of the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018.
In his time at Thomson Reuters, Will has developed many different educational classes and consulting offerings, including the Practice Forward service offering. Will is also a periodic blog contributor on our website. He holds an MBA with a concentration in Leadership Studies from Baker College and a BA, majoring in both Business Administration and Economics, from Alma College.
Glenn Harper started his Tax and Consulting career in December of 1989, while enrolled at The Ohio State University. Upon graduating from OSU in 1991, he continued his pursuit of bringing the intangibles to the accounting and consulting industry. After attaining his CPA in 1994, he continued to evolve and change the way he wanted CPAs to be perceived/used for their clients. The fundamental premise for his motivation is simply to help people. Being able to bring the insight needed to address client’s questions, issues, and problems; the ability to bring clarity, different perspectives, and to support clients is what makes Glenn and his team stand out among other CPA’s.
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