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Client Advisory Services

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

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



Leadership

  • Staff Liaison

    Melissa Nystedt

    Massachusetts Society of CPAs - Boston

  • Chairperson

    Jeffrey S. Walch, CPA

    Senior Manager, CAS

    EisnerAmper LLP - Boston

  • Chairperson

    Jean L. Zick, CPA, CGMA

    Partner

    Juna Financial Solutions - Boston

Members

  • Mark A. Audi, CPA

    Baker Newman Noyes - Boston

  • Karen A. Barnard, CPA

    LGA, LLP - Woburn

  • Janine M. Danielson, CPA

    Partner

    LGA, LLP - Woburn

  • Kathleen Delaney

    CAAS

    CRR, LLP - Wakefield

  • Jill E. Foley

    Massachusetts Society of CPAs - Boston

  • Steven Heintzelman, CPA

    Fractional CFO

    Odyssey Financial & Accounting Solutions, LLC - Boston

  • Amy E. Morrison, CPA

    Client Service Manager

    Your Part-Time Controller - Boston

  • Daniel G. Pare, CPA

    Senior Manager, Outsourced Management

    LGA, LLP - Woburn

  • James Redmond, CPA

    Partner

    Nash CPAs LLC - Norwood

  • Kimberly Stewart

    Supervisor

    Johnson O'Connor - Wakefield

  • Ryan M. Sturma, CPA

    Deloitte LLP - Boston