Client Advisory Services Committee - Massachusetts Society of CPAs

MassCPAs Client Advocacy Services Committee is led by Jeffrey Walch, CPA, of Edelstein & Company and Jean Zick, CPA, CGMA of Juna Financial Solutions. The committee meets quarterly to discuss best practices in working with various Client Advocacy Services. If you have any questions contact Melissa Nystedt at mnystedt@masscpas.org

Join the Committee

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

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 committee's thread.

View all upcoming committee meetings

Members

Mark Audi
Baker Newman Noyes - Boston
Karen Barnard
LGA, LLP - Woburn
Janine Danielson
Partner

LGA, LLP - Woburn
Kathleen Delaney
CRR, LLP - Wakefield
Steven Heintzelman
Fractional CFO

Odyssey Financial & Accounting Solutions, LLC - Boston
Christine Howard
Outsourced Management Accounting
Karen Johnston
Client Accounting / Advisory Services

tonneson + co - Wakefield
Brendan Lawrence
Melissa Nystedt
Massachusetts Society of CPAs - Boston
Daniel Pare
Senior Manager, Outsourced Management

LGA, LLP - Woburn
James Redmond
Partner

Nash CPAs LLC - Norwood
Kimberly Stewart
Senior Associate

Johnson O'Connor - Wakefield
Jeffrey Walch
Senior Manager, CAS

Edelstein & Company LLP - Boston
Jean Zick
Partner

Juna Financial Solutions - Boston