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Scaling client advisory services
As businesses evolve, the necessity of a trusted advisor becomes more crucial to long-term success. In this webinar, our partners from three firms, Cherry Hill Advisory, Hiline, and Ballast Consulting Group, discuss their approach and recommendations for providing high-value advisory services.
Join us to learn about:
- How to elevate your strategic offerings
- Leveraging financial data to offer clients deeper insights and robust solutions
- How to position your accounting firm at the forefront of innovation and client satisfaction
Gain CPE credit for this webinar through Earmark!
Claim your CPE credit by following these quick steps:
- Download and log into the Earmark app.
- Search for the course under “Scaling client advisory services”
- Enroll, pass the quiz with at least a 70% score, and select “Email CPE” to get your certificate.
For assistance, reach out to [email protected] or visit their contact page.
About the speakers
Mike Levy
CEO and Managing Principal, Cherry Hill Advisory
Mike Levy leads Cherry Hill Advisory with extensive experience in finance, internal audit, and risk management. As a former Chief Audit Executive and Deloitte consultant, he specializes in providing customized service offerings to a wide variety of companies from seed to publically listed companies. He is the past chairman of the North American Board of Directors and serves on the Global Board for the Institute of Internal Auditors, overseeing governance for over 245,000 auditors in more than 117 countries. Recognized with awards such as NJBIZ Leader in Finance, Mike is also a passionate leader, frequently speaking and writing on industry topics to keep Cherry Hill Advisory at the forefront of emerging trends and best practices.
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Amanda Brower
CPA, Head of Customer Success, Hiline
Amanda is a visionary accountant who excels in fostering the growth and success of small to medium-sized enterprises, with a special emphasis on enhancing customer experiences. As a Certified Public Accountant with over a decade of experience in service delivery, Amanda has been pivotal in reshaping the landscape of outsourced accounting services to be more aligned with customer needs. Her approach at Hiline is to meticulously understand the unique requirements of each customer, ensuring that the services provided are perfectly suited to their needs. Amanda is dedicated to maintaining a customer-centric approach throughout every phase of the customer journey, guaranteeing an exceptional and consistent experience.
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Jack Allen
Co-Founder and COO, Ballast Consulting Group
Jack is a leader of process implementation and improvement, because he’s a firm believer that simple and durable processes build the foundation for sustainable growth. He uses that belief to drive the finance and accounting function for Ballast’s small business clients as well as the firm internally. Prior to Ballast, Jack was an investment banker at BB&T Capital Markets (now called Truist Securities). Jack is a competitive tennis player and enjoys hiking Virginia’s trail-systems with his wife Lexie and his dog Tuck.
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Blake Rudolph
Enterprise Channel Partner Manager, Ramp
Blake works on the enterprise accounting partnerships team at Ramp and is passionate about helping CPA firms create efficiency, drive revenue and increase capacity. He brings over ten years of SaaS sales and business development experience at established finance companies like Bill.com and Trintech, specifically working with accounting firms. Originally from North Dakota, Blake currently resides in Texas, but remains a big fan of North Dakota State football.
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