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Erin Shields
Tax Senior at Halverson & Company, Certified Public Accountants
Professional Background
Erin Shields is a seasoned accounting professional with a robust background in tax services, currently serving as a Tax Senior at Halverson & Company, Certified Public Accountants. With several years of experience in the field, Erin has developed an impressive skill set that includes tax compliance, strategy, and consultation. Her journey in the accounting world has been marked by her dedication to her clients and her commitment to staying informed of the latest developments in tax law and accounting best practices.
Prior to her current role, Erin honed her skills as a Tax Associate at Halverson & Company and EY, where she worked closely with diverse clients ranging from individuals to corporations. Her understanding of complex tax regulations has made her a trusted advisor, helping clients navigate their tax obligations and optimize their financial strategies. Erin’s experience at EY, coupled with her tax internship, provided her with invaluable insights into the workings of both public and private accounting environments, allowing her to approach problem-solving with a well-rounded perspective.
Education and Achievements
Erin Shields began her academic journey at Brigham Young University, where she earned her Bachelor's Degree in Accounting. This foundational education equipped her with essential knowledge in financial accounting, managerial accounting, and taxation. Driven by a desire to deepen her understanding of the field, Erin pursued her Master’s Degree in Accounting at the prestigious University of California, Irvine. This advanced education not only refined her technical skills but also provided her with opportunities to engage in various projects and internships that significantly enriched her learning experience.
Throughout her career, Erin has taken an active role in professional development. She engages in continuous education to stay abreast of changes in tax legislation and best practices. Her commitment to excellence has been recognized by her peers and supervisors alike, highlighting her as a standout performer in her roles.
Notable Achievements
Erin's impressive trajectory in the accounting profession is marked by numerous achievements and contributions to the field of tax services. As a Tax Senior at Halverson & Company, Erin has played a critical role in managing diverse tax portfolios, ensuring her clients benefit from effective tax planning and compliance. Her ability to distill complex tax information into actionable advice has resulted in significant cost savings for her client base, demonstrating her value as a Tax Senior.
In her earlier positions as a Tax Associate and during her internship experiences, Erin embraced opportunities to contribute to team projects and collaborate with other accounting professionals. During her time at EY, she was part of teams focused on both domestic and international tax matters, allowing her to work on a range of challenging projects that further developed her expertise. Erin's proactive approach in these roles has consistently led to improved processes and enhanced client services.
Erin's emphasis on building relationships with her clients has not only fostered trust but also led to long-term partnerships that are beneficial for both parties. Her interpersonal skills enable her to understand her clients' unique circumstances and tailor solutions that address their specific needs.
Conclusion
In conclusion, Erin Shields is an accomplished Accounting professional with a strong educational background and career history distinguished by her roles at Halverson & Company and EY. With her Bachelor’s and Master’s degrees in Accounting, Erin has built a solid foundation for her career, leading to her current position as a Tax Senior where she excels in delivering exceptional service. Her impressive expertise in tax compliance and strategic consulting demonstrates her commitment to her profession and her clients. As Erin continues to engage in her professional growth, she is sure to make significant contributions to the field of accounting and tax services for years to come.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Timeline: Shows your relationship history with each contact
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.