Client Advisory Services - Massachusetts Society of CPAs

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.

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

Leadership

Staff Liaison
Melissa Nystedt
Massachusetts Society of CPAs - Boston
Chairperson
Jeffrey Walch
Senior Manager, CAS

EisnerAmper LLP - Boston
Chairperson
Jean Zick
Partner

Juna Financial Solutions - Boston

Members

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

LGA, LLP - Woburn
Kathleen Delaney
CRR, LLP - Wakefield
Jill Foley
Massachusetts Society of CPAs - Boston
Steven Heintzelman
Fractional CFO

Odyssey Financial & Accounting Solutions, LLC - Boston
Amy Morrison
Associate

Your Part-Time Controller - Boston
Daniel Pare
Senior Manager, Outsourced Management

LGA, LLP - Woburn
James Redmond
Partner

Nash CPAs LLC - Norwood
Kimberly Stewart
Supervisor

Johnson O'Connor - Wakefield
Ryan Sturma
Deloitte LLP - Boston