MIRIAM KAPLAN
Partner, Client Advisory Services
Windes
Miriam Kaplan is a partner in Windes’ Client Advisory Services (CAS) practice. She specializes in financial management and reporting, budgeting, variance analysis, financial key performance indicators, financial ratio analysis, and performing due diligence for M&A transactions. Kaplan’s professional focus is identifying the client’s unique needs and working with the CAS team to provide effective and transparent reporting. She assists clients in utilizing financial reporting to provide insights into their organization’s financial health, including liquidity, solvency, profitability, and operating efficiency, while identifying opportunities for growth and cost savings.
In 2022, Kaplan joined Windes as the director of CAS. Her extensive experience and visionary approach have been instrumental in expanding the firm’s CAS practice. Demonstrating her exceptional business development skills, she secured an impressive $700,000 in new client business within her first six months at the firm. She excels in managing, coaching, and mentoring her team of accountants.
