Remember the old days of write-up work and waiting on the client for everything? Well, not anymore. CAS (Client Accounting/Advisory Services) is all about automating the workflow to have information at your fingertips. With automation and new timing techniques of CAS, there's an opportunity to move into a continuous close cycle, not just end of month or end of year.
Identify the steps of workflow automation from the inbox to the dashboard.
Formulate daily, weekly, and monthly workflows to support a continuous close cycle.