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Kris Moran
Tax Senior
Professional Background
Kris Moran is a highly skilled tax professional with significant experience in the accounting industry. Starting his career as a Tax Intern at Andersen Tax, Kris began to cultivate a strong foundation in tax advisory services, gaining invaluable insights into tax compliance and strategic planning. His tenure at Andersen laid the groundwork for his professional growth, where he honed his analytical skills and developed a keen understanding of tax regulations and customer service.
From there, Kris advanced his career as a Tax Associate at CBIZ MHM, LLC, where he further expanded his expertise in tax preparation and problem-solving. In this role, he demonstrated his capability in effectively managing client relationships while providing high-quality service. His ability to navigate complex tax issues and deliver comprehensive tax solutions made him a respected member of the team.
Today, Kris serves as a Tax Senior at BDO USA, LLP, where he leads tax engagements for a diverse range of clients. His current position allows him to leverage his extensive knowledge and skills in accounting and tax strategy to provide insightful counsel that helps clients achieve their financial goals. Kris's commitment to excellence and his attention to detail have significantly contributed to the success of the teams he has been a part of.
Education and Achievements
Kris's educational background forms a solid foundation for his successful career in accounting. He earned his Bachelor of Business Administration (BBA) with a dual focus in Accounting and Studio Art from the prestigious Mendoza College of Business at the University of Notre Dame. This unique combination of disciplines not only enhances his analytical capabilities but also allows him to engage creatively in problem-solving.
Continuing his education, Kris pursued a Master of Science (MS) in Accounting at Northeastern University, further refining his technical expertise and expanding his knowledge of accounting practices. This advanced degree equips Kris with the tools necessary to navigate the evolving landscape of accounting and taxation, ultimately benefiting the clients he serves.
Kris’s commitment to lifelong learning is evident through his pursuit of higher education in fields that enhance his professional competency. His strong academic performance has set the stage for notable achievements in his career, highlighting his adaptability and proficient grasp of accounting principles.
Achievements
Kris's journey is marked by significant achievements that reflect his dedication to the accounting profession. Throughout his career, he has consistently demonstrated a commitment to professional excellence. His work as a Tax Senior at BDO USA, LLP has positioned him as an essential resource for clients navigating complex tax situations. Kris is recognized for his proactive approach to providing tax advisory services, ensuring clients are informed about their tax obligations and potential tax liabilities.
His contributions to tax planning strategies have helped many clients optimize their tax positions, leading to significant savings and enhanced financial stability. Clients appreciate Kris's ability to break down complex concepts into manageable advice, allowing them to make informed decisions about their financial future.
Kris is also regarded for his collaborative spirit, often working alongside cross-functional teams to deliver comprehensive solutions to clients. His ability to build rapport with clients and team members is invaluable in fostering a positive work environment and achieving successful outcomes. As a professional who values integrity and transparency, Kris embodies the qualities that are essential in the accounting industry.
Kris Moran’s expertise in tax law, along with his educational credentials and professional experiences, positions him as a driving force in the accounting field. His journey showcases his remarkable achievements and unwavering dedication to providing outstanding service and solutions for his clients.
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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:
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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.
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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.