Accounting Influencers Roundtable


What Stops Accountants from Stepping Up for Clients

Steven Hoffman discusses accounting's transformation with cloud tech, advisory roles, controllership, and the value of credentials.

Steven Hoffman delves into the dynamic changes taking place in the accounting industry driven by cloud-based technology and advisory services.

He emphasizes the significance of controllership, providing real-time financial information, and becoming a business coach to clients through advisory roles. The pandemic has accelerated the adoption of cloud-based solutions, transforming the way businesses operate and how accountants offer their services. Steven discusses the increasing importance of controllership, understanding economic realities, and translating them into actionable insights for clients. The debate over the necessity of credentials in accounting is also explored, with a focus on the value accountants bring through advisory expertise and modern tech tools. As the industry continues to evolve, accountants are moving towards value-based pricing and providing customized services that address the specific needs of businesses, ushering in a new era of financial consulting and forward-looking strategic planning.

Steven Hoffman is the entrepreneurial mind behind multiple successful ventures. From founding a non-profit at 15 to co-founding a software company in India, he has been driving innovation throughout his career.

As the COO of Woodard, Steven empowers accounting professionals nationwide to modernize and standardize their practices for business success. Additionally, he runs Mavergy, providing executive advisory services for growing businesses.

Passionate about leadership, Steven believes we need self-aware, empathetic, and courageous leaders now more than ever, unafraid of change. With expertise in various topics, including CAAS, he captivates audiences with his insights and inspiration.

Connect with Steven on LinkedIn: and witness his impactful journey of leadership and innovation.


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