SL Audit: Teamwork Makes the Dreamwork

About this episode

This episode discusses how collaboration between audit and tax enhances client service and builds strategic partnerships.

In this episode of The Balancing Act, we explore how collaboration between audit and tax transforms client service from routine compliance into strategic partnership. Kathy Lawson, Christopher Stone, and Jon Schubert bring decades of experience to the table, sharing stories that highlight the real meaning of A&A—Assurance and Advisory—and why it’s much more than just “audit.” From building long-term client relationships to solving complex challenges like succession planning and ERP conversions, the team reveals how SingerLewak’s depth of services and unified culture create lasting impact. You’ll hear about the “secret sauce” that keeps clients with the firm for decades, and how a forward-looking mindset helps businesses grow and evolve. 🔗 Explore more from our Audit Insights Series: ⁠⁠⁠⁠ ⁠Quarter 3 Theme - SingerLewak⁠ 🔗Follow us on LinkedIn for updates: ⁠ ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠ 🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠ 🔗Subscribe to our YouTube channel: ⁠ ⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

People in this episode

Guests: Kathy Lawson, Christopher Stone, Jon Schubert

Topics covered

• collaboration
• audit
• tax
• client service
• strategic partnership
• Assurance and Advisory
• business growth

Keywords

• audit
• tax
• client relationships
• Assurance and Advisory
• business growth
• ERP conversions
• succession planning

Mentioned in this episode

Organizations: SingerLewak

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