Solidify your status as your clients’ most valuable asset by becoming their most trusted advisor. In this session, we’ll discuss what advisory actually involves, and how you can leverage the technology of today (and tomorrow) to bring the most value to your clients.
Tate has always been obsessed with problem-solving. It led him to major in mathematics at the University of Georgia, which led him to Polay+Clark and now co-founding Arc Management. Whether it’s helping design a proprietary royalty database, integrating a cloud-based merchandise fulfillment system for a Grammy-Winner, or running a Net Present Value calculation on a contract proposal for a NBA All-Star, he’s yet to come across a problem he can’t solve. He brings this love of efficiency to the cloud accounting landscape via custom-curated ecosystem’s for his clients. This results in additional free time for his passion in music and quality time with his wife and two young daughters.
Michael Soby is the Partner Account Manager for the Mid-Atlantic region at Xero. Michael graduated from Wake Forest University with a degree in Economics and has been selling cloud software for 5+ years in Denver. He truly believes in the power of making data accessible from anywhere while remaining secure, and also believes this applies to financial data and reporting. Outside of work, Michael enjoys skiing, golfing, and cycling. He is extremely excited to be working with Xero Partners and MACPA members to modernize their accounting practice and technology!