Instructor
Charles Wismer
Instructor
Charles Wismer is a recognized leader in the FinCEN compliance landscape. Charles, as the CEO of FincenFetch, has guided the platform to become a premier solution for BOI filing, trusted by hundreds of leading firms throughout the U.S. Anticipating the needs of the market, FincenFetch began crafting CTA filing solutions two years prior to the introduction of Corporate Transparency Act filings.
During this developmental phase, Charles and his team engaged in thousands of conversations with professionals from accounting and law firms, collecting critical insights that have shaped industry standards and best practices. Charles previously served as a managing partner at Diode Capital, a venture capital fund focused on emerging technologies, which continues to inform his work; he remains an active member of their investment board.
The accounting profession is rapidly evolving, and Client Advisory Services (CAS) is at the forefront of this transformation. This course will equip CPAs and accounting professionals with the knowledge and tools to leverage AI-driven insights for CAS, helping firms transition from transactional services to high-value, recurring advisory engagements. Participants will explore the benefits of automation, industry benchmarking, and data-driven decision-making to enhance client relationships and significantly increase firm revenue.
By the end of this course, attendees will:
This course is ideal for CPAs, accounting firm owners, and financial professionals looking to expand their service offerings and increase profitability through AI-driven CAS solutions.