Firms today are looking at the future relevance of their existing services. Once you have decided to navigate from a traditional tax and accounting model to a multi-level, complex offering, including client accounting advisory, how do you turn the boat? The panel of practitioners in this session will share:
Clarifying what client accounting services are
Decision points to consider
Dynamics that will change within your firm
Ways to approach staff and clients about the changes
If you are beginning the journey to building a CAAS model take advantage of the time with these practitioners, ranging in their own implementation, and leverage their insights to assist you in making your turn.