Client Advisory Services - New England Society of CPAs

NECPAs' Client Advisory Services Community meets quarterly to discuss best practices in working with various Client Advisory Services (CAS).

The CAS Community is chaired by Jeffrey Walch, CPA, of Nash CPA, and Jean Zick, CPA, CGMA, of Juna Financial Solutions. If you have any questions, contact the Staff Liaison, Melissa Nystedt.

View all upcoming community meetings

Join the Group

By clicking the link above you will be redirected to the HUB online community where you can request to join the group.

Join the Discussion

By clicking the link above you will be redirected to the HUB online community where you can view existing discussion topics, and post new discussions to the community's thread.

Leadership

Chairperson
Jeffrey S. Walch, CPA
Nash CPAs and Advisors - Norwood
Chairperson
Jean L. Zick, CPA
CEO

Juna Financial Solutions - Boston
Staff Liaison
Melissa Nystedt
Massachusetts Society of CPAs - Boston
Planning Council
Lauren M. Duplin, CPA
Partner

AAFCPAs - Westborough
Planning Council
Anna E. Howard, CPA, CMA
Director of Learning Strategy

LCvista - Seattle

Members

Sanjay Aggarwal, CPA, CGMA, MBA
SVP, Head of Corporate Strategy

Finhive LLC - Lexington
Mark A. Audi, CPA
Partner-in-Charge, Massachusetts

Baker Newman Noyes - Boston
Karen Barnard, CPA
Sr Manager, Outsourced Accounting

LGA, LLP - Woburn
Shirley Cheng, CPA
Janine M. Danielson, CPA
Partner

LGA, LLP - Woburn
Kathleen Delaney
CAAS

CRR Advisors - Wakefield
Jill E. Foley
Massachusetts Society of CPAs - Boston
Kelly D. Gilbert, CPA
Outsourced CFO Partner

LCW CPA's Inc. - Lawrence
Christopher J. Giovino, CPA
Accounting, Tax

Castro Thresher & Oliveira PC - Attleboro
Yevgeniya I. Gorlovsky-Schepp, CPA
Self Employed - Unspecified
Steven Heintzelman, CPA
Owner

Odyssey Financial & Accounting Solutions, LLC - Boston
Samai M. Jusu, CPA
Principal Consultant

JUSU CPA, LLC - Randolph
Amy E. Morrison, CPA
Client Service Manager

Your Part-Time Controller - Boston
Brigitte W. Muehlmann, CPA, CGMA
Professor

Babson College - Babson Park
Thomas Pappas, MSA
Consulting Nonprofit CFO

CliftonLarsonAllen LLP - Andover
Daniel G. Pare, CPA
Outsourced Management

LGA, LLP - Woburn
Elizabeth F. Payne, CPA
Founder of Payne & Associates

Self Employed - Unspecified
Mary-Joan P. Potvin, CPA
Lecturer, Welensky Chair, Accounting

Bentley University - Waltham
Nicholas J. Sampson
Managing Director

Baker Newman Noyes - Boston
Craig Sander, MBA
Director, Client Accounting Services

FTK Equity, LLC - Plymouth
Kimberly Stewart
Supervisor

Johnson O'Connor - Wakefield
Ryan M. Sturma, CPA
Audit Partner

CohnReznick - Boston
Kathy L. Tighe
Client Accounting Services

LGA, LLP - Woburn
Jennifer C. Williams, CPA, MBA
CPA

AAFCPAs - Westborough