Carolyn_Hall

Carolyn Hall

Partner, Wiss

Carolyn is a partner at Wiss. She is supporting the operations of the firm in her current role. Her background in Client Accounting and Advisory Services has positioned her well to support the firm on internal processes and procedures. By utilizing her strong organizational skills and the experience she gained as the leader of Outsourced Accounting, she leverages her knowledge to manage projects and implement new processes and technology across the firm.

Appearances

  • Thumbnail for How to Build a Business Case for Starting an Accounting Service Practice
    Identification
    PST2043
    Date
    June 11, 2020
    A strong business case contains sustainable growth models including viable market entry strategies, bottom-line impact, and highlights for the increased clients' needs for a part-time CFO and/or on-demand services…

    Speakers

    Speaker Image for Yasmine el-Ramly
    Senior Technical Manager, AICPA
    Speaker Image for Carolyn Hall
    Partner, Wiss
  • Thumbnail for Creative Marketing and Sales Initiatives/ Next Generation Marketing
    Identification
    23
    Date
    June 6, 2016
    Creative marketing opportunities are all around. The NextGen CPA's are equipped with new tools and creative ideas that will leave the old-school ways of getting customers in the dust. Your excitement and passion for what you do is just a few steps away from being delivered to your target audience…

    Speaker

    Speaker Image for Carolyn Hall
    Partner, Wiss
    $29
    Standard Price
  • Thumbnail for Keep Your Firm In Motion
    Identification
    67
    Date
    June 7, 2016
    Find your way through the latest trends on the horizon, current practice challenges and embrace solutions that bridge the gap. Identify areas where your firm may need to reframe its culture and strategy. Learn transition tips and tools to keep your firm in motion and remain relevant into the future…

    Speakers

    Speaker Image for Natasha Schamberger
    Associate Director - Firm Services, AICPA
    Speaker Image for Carolyn Hall
    Partner, Wiss
    $29
    Standard Price
  • Thumbnail for How to Build a Business Case for Starting a Client Accounting Service Practice
    Identification
    DCA1910
    Date
    December 10, 2019
    A strong business case contains sustainable growth models including viable market entry strategies, bottom-line impact, and highlights for the increased clients’ needs for a part-time CFO and/or on-demand services…

    Speakers

    Speaker Image for Carolyn Hall
    Partner, Wiss
    Speaker Image for Yasmine el-Ramly
    Senior Technical Manager, AICPA
    $49
    Standard Price
  • Thumbnail for Client Onboarding: Standardizing and Customizing
    Identification
    DCPA2118
    Date
    December 7, 2021
    The onboarding process can set the path for a successful relationship and reassure new clients they made the right choice in partnering with your firm…

    Speakers

    Speaker Image for Carolyn Hall
    Partner, Wiss
    Speaker Image for Elinor Litwack
    Partner, Outsourced Accounting & Advisory Services, GRF CPAs and Advisors
    $49
    Standard Price
  • Thumbnail for Leveraging Project Management Best Practices to Enhance Client Service
    Identification
    DCPA2233
    Date
    December 7, 2022
    Successful client service requires effective client and project management. Experienced professionals learn techniques and tricks to track the workflow and monitor the status. Applying project management is an art and science…

    Speakers

    Speaker Image for Samantha Mansfield
    Senior Consultant, ConvergenceCoaching, LLC
    Speaker Image for Carolyn Hall
    Partner, Wiss
    $49
    Standard Price
  • Thumbnail for Know the Top HR Trends – Be a More Valuable Consultant
    Identification
    DCPA2307
    Date
    June 8, 2023
    The new reality of work today would be unimaginable even five years ago. Everything is different. The workforce, the tools, the laws, the workplace. Companies that can’t keep up may find themselves quickly left behind…

    Speakers

    Speaker Image for Jarryd Rutter
    Jarryd Rutter, PHR, SHRM-CP
    Human Resources Coach, Paychex, Inc.
    Speaker Image for Carolyn Hall
    Partner, Wiss
    $49
    Standard Price
  • Thumbnail for Empowering Client Advisory by Building a Robust CAS Tech Stack
    Identification
    DCPA2316
    Date
    December 5, 2023
    A successful client advisory practice (CAS) is built on a foundation of technology that automates and streamlines core accounting functions, offering data that can be used to support advisory offerings. This session will explore the essential components of the tech-stack for Financial CAS…

    Speakers

    Speaker Image for Jayson Brannon
    VP of Sales and Partner Success, CPA.com
    Speaker Image for Matt Gardner
    CEO|Co-Founder, hiline
    Speaker Image for Carolyn Hall
    Partner, Wiss
    Speaker Image for John Pace
    Partner and Director, Outsourced Accounting and Advisory Services, GRF CPAs & Advisors
    $49
    Standard Price

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