How Client Accounting Services Are Redefining the Role of Accountants in Business Growth
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Description
In this episode, the hosts, Tom Wadelton and Adam Hale, introduce a discussion on the evolution of Client Accounting Services (CAS) and advisory services within accounting firms. Tom and Adam explore the differences between traditional accounting practices and the more corporate-like structure of mature CAS practices. They emphasize the importance of leveraging resources, delegating tasks, and focusing on advisory roles rather than traditional compliance work. The episode also highlights the benefits of a subscription-based model for advisory services and the need for regular client meetings to manage expectations and prevent scope creep.
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In this episode of the Modern CPA Success Show, hosts Tom and Adam discuss the pivotal role of service packages for accounting firms, especially those offering Client Accounting Services (CAS) and CFO services. They explain how structured service packages enhance clarity in service offerings,...
Published 11/11/24
Published 11/11/24