Description

The last 10 years have been instrumental in the evolution of client accounting services (CAS) from a transactional, low-margin business to a highly profitable, core service area for many firms. Join us, as we look back on how CAS practices have disrupted the traditional firm model and has positively impacted clients like never before. Our firm panel will discuss their CAS journey and some of the best practices leading to their success.

Learning Objectives:

• Learn definition of CAS and its representation in different forms
• Understand how the CAS practice differs from other practice areas within firms especially around staffing, pricing, and building the technology stack; KPI tools firms are using to effectively measure their CAS practices
• Discuss the next frontier in CAS and how successful CAS practices will continue to grow

Speaker(s):

• Michael Cerami, Vice President, Marketing & Business Development, CPA.com
• Dixie McCurley, President & Co-founder, Trusted CFO Solutions
• Gerard Abbattista
• Ms. Elinor Litwack, CPA, Partner, Outsourced Accounting and Advisory Services, GRF CPAs & Advisors

Category: Concurrent Session (Onsite and Online)