Several firms have been forging the path in developing modern, cloud-based client accounting advisory services, and many more are just getting started. The DCPA Community values sharing lessons learned and best practices. In this session, practitioners that have been offering CAAS services for 5 or more years are going to share:
What worked to launch the services
Failures they experienced and would not repeat
Discuss what they still have questions about
This is designed to be a highly interactive session for all practitioners building CAAS practices. Participate in the dialog on what has been learned and how to better anticipate future needs.
National Practice Leader, Business Services & Outsourcing,