Miriam Kaplan

Miriam Kaplan

Partner, CAS Practice Leader

Duffy Kruspodin, LLP

Miriam Kaplan is a Partner and CAS Practice Leader at Duffy Kruspodin, LLP, specializing in outsourced accounting and strategic financial advisory for growing and complex organizations. She partners closely with business owners and leadership teams to strengthen financial operations, enhance visibility, and support informed decision-making.

Miriam’s expertise spans financial management and reporting, cash flow strategy, process and technology optimization, and M&A readiness and integration support. She is known for translating complex financial data into clear, actionable insights that drive operational efficiency and long-term growth.

As the leader of the CAS practice, Miriam oversees the development, execution, and scaling of the firm’s outsourced accounting services. She focuses on building high-performing teams, establishing standardized processes, and implementing technology-driven solutions that enable consistency, efficiency, and quality across engagements. Miriam is deeply involved in mentoring and developing her team, equipping them to deliver the same level of strategic insight and client service, and ensuring that advisory capabilities are embedded throughout the practice.

With a hands-on, advisory-driven approach, Miriam focuses on building scalable accounting infrastructures and aligning financial reporting with business strategy. By evaluating key performance indicators such as liquidity, profitability, and operating efficiency, she helps clients gain a deeper understanding of their financial position and confidently plan for the future.

Featured Sessions

Wednesday, July 29, 2026
2:20 pm
CPE Eligible

As technology continues to transform Client Accounting Services, firms are reimagining their talent strategies to stay ahead. This panel will explore how leading firms are investing in professionals with both technical and advisory skills while leveraging offshore teams to expand capacity and efficiency. Panelists will discuss how continuous learning, upskilling, and global collaboration are helping CAS practices adapt to new technologies like AI — and what it takes to build the agile, future-ready firm that clients now expect.