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In today’s digitally driven environment, integrating new technology is essential for maintaining and enhancing client relationships. However, successfully implementing these tools requires careful planning and understanding of your clients' unique needs.
We're thrilled to welcome Breakaway Advising CEO Shea Keats in conversation with Dext General Manager Rachel Fisch, CPB. Breakaway Advising is on a mission to bring joy to accounting, providing fractional CFO and bookkeeping services to small and medium sized businesses with an emphasis on excellent client service. CEO Shea Keats discusses how to come alongside your clients as a strategic ally to help them achieve their goals, including how to leverage the best fintech tools while maintaining a human-centric approach.
Don't miss this opportunity to learn how technology can transform your client relationships and build lasting trust. Register now to join the conversation!
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Session Speakers
Rachel Fisch, CPB
General Manager, North America, Dext
Rachel is the new GM in North America, and the CEO of RealtyTax.ca, a Tax and Accounting Firm focusing on Canadian Real Estate Agents and Brokers. Rachel has over 25 years of experience in bookkeeping and accounting. She previously served as National Bookkeeping Lead for Deloitte, was the Accountants Group Leader for Sage, and led growth at a US based firm, including the acquisition of two accounting firms. Rachel is known as an accounting technology expert and advocate in North America for predicting where the market is heading. She takes a strategic approach to accounting software and applications and understands how to position their features for a global market.
Shea Keats
Founder, Advisor, and CEO, Breakaway Bookkeeping and Advising
She holds masters degrees in business management and English literature from Case Western Reserve University and New York University respectively.
Shea previously worked as the Director of Brands and Production at kinder MODERN in New York City and is honored to serve as the CEO of Breakaway.
When she’s not working, Shea can most likely be found exploring Oregon with her best friend and very good dog, Benson.