You Like Being Remote, But What About Your Clients?

2020 shed new light on diversity.

By Tamera Loerzel

Wow, we have learned so much from this pandemic. The toll of the illness, deaths and impact to our medical providers and so many more has been staggering; there are lasting lessons and change that can benefit us all.

MORE: Advisory Services: Real Commitment or Just Talk? | COVID-19 Shakes Up M&A Activity | We’re in the Fast Lane… Can Your Partners Keep Up? | 2021: You’ll Never See ‘Normal’ Again | SURVEY: We Adapted to Remote Work … Now What? | SURVEY: 2020’s Disruptions Are Only the Beginning | COVID Brought Us More and Better Client Communication
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Obviously, one of the most significant changes firms made is the swift move to remote back in March. This move to remote can be a competitive advantage for firms that truly embrace it now and aren’t waiting (or hoping) to “go back” to how it was.

Posted on January 26, 2021

Tamera Loerzel

About the Author

Tamera Loerzel is a partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping leaders achieve success.

She is a contributing author to Bridging the Gap: Strengthening the Connection between Current and Emerging Leaders in the CPA Profession

Click here for more by Tamera Loerzel

She is committed to help her clients capitalize on opportunities to transform their practices and businesses on a foundation of unity and trust in their leadership teams through retreat facilitation and strategic planning, in-person and virtual leadership training programs, and individual coaching. Prior to ConvergenceCoaching, Tamera managed the BDO USA Minneapolis consulting group and implemented their middle market financial software service methodology and the customer relationship management software her team used to manage their sales, marketing, and customer support processes.

In addition to her local responsibilities, she directed the national sales and marketing efforts of the package solutions group at BDO. Prior to BDO, Tamera acted as the National Sales Manager for State of the Art, Inc. (now known as Sage Software, Inc.), where she was responsible for financial systems sales, CPA programs, marketing communications and recruitment, and channel communications.

Tamera is committed to giving back to the accounting profession through volunteerism and is a founding member of The CPA Consultants’ Alliance. Tamera is a member of the Minnesota Chapter of Sales and Marketing Executives, Toastmasters, the national and local chapters of the Association for Accounting Marketing (AAM), and the Association for Accounting Administration (AAA). Tamera served on the planning committees for the AICPA Practitioners Symposium and AICPA TECH Conference and has served as Chair for Information Technology Alliance (ITA) Fall Collaboratives.

Click here for more by Tamera Loerzel

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