Thomson Reuters Presents: It’s your life, is it your firm?

On-demand event

Duration: 1 hour

Summary

Whether you are the owner of a firm today or an aspiring owner of a firm for tomorrow, your expectation is that it is truly your firm. But even with that being the case, why is it that so many firms seem to run the owner instead of the owner running the firm? Join us for this webinar as we look at 3 keys to running, or creating, the firm that fits your life and is setup to achieve your goals. In this session we will get multiple perspectives on these keys, and hear from Angie Wood who launched her new firm Wood CPA in 2019. Come and listen to actionable insight, with the reality perspective, and set your firm’s next path in your desired direction.

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Speakers:

Angie Wood

Wood CPA

While pursuing my accounting degree I learned how involved tax preparation is. Taxes are complicated! Preparing taxes is like seeing a 10,000 piece puzzle through to completion. Did you know that the U.S. Tax Code is tens of thousands of pages long?! Certainly not everyone has the time or ambition to read through that! Fortunately, my clients can rely on my knowledge of the code so they don’t have to read it themselves.

Clients connect with me. I’m a good listener and clients leave our meetings knowing that I really care about them. I enjoy helping my clients understand the ins and outs of their taxes. I also enjoy hosting “lunch and learns.” I use these sessions to foster a personal connection with my clients and educate them about changes in tax laws.

Heather Walker

General Manager of Emerging Accounts

Thomson Reuters

Heather is the General Manager of Emerging Accounts within the Tax & Accounting Professionals segment. In this role, Heather is responsible for driving sales, revenue and new customer acquisition as well as creating an end-to-end Digital channel that will delight customers and deliver new opportunities for growth in the business. Prior to this new role, Heather was Vice President of Product Management for Indirect Tax and Transfer Pricing in Corporate Tax & Accounting where she lead the global product strategy, planning, development and go-to-market activities for these portfolios within the ONESOURCE™ product suite.

Previously, Heather worked in various Product Management roles in Legal, designing and managing the development of online research solutions for customers in the legal industry, and also served in US Legal Technology leading the program management office for WestlawNext. From January 2012 to February 2014, Heather served as Sr. Director of Super Lawyers, an acquired business within FindLaw where she managed sales and revenue performance, business operations and strategic growth planning for the premiere attorney rating service.

Prior to joining Thomson Reuters in 2001, Heather worked in the Information Technology industry as a developer working to create highly functional websites for consumers and businesses in multiple industries: insurance, retail and government.

Heather has a Bachelor’s Degree in MIS and Finance and an MBA in Strategic Management, both from the Carlson School of Management at the University of Minnesota.

Will Hill, MBA

Senior Product Manager

Thomson Reuters

Currently serving as Senior Product Manager – Tax Professionals Advisory at Thomson Reuters, Will has been with Thomson Reuters since 2001. Presently, he focuses on helping firms make the transition to being advisory focused through the development and growth of Practice Forward. His varied background with firms of all sizes and specialties provide a solid foundation for business process-oriented training and consulting. Will was named to the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018.