Auditing has been digitized with the advent of paperless and cloud technology. Now it is time for a digital transformation. Some in the profession are developing a new vision of what auditing looks like. Remote audits are one aspect, but what about when it goes beyond that? In this session, we will discuss how the traditional team structure can change by leveraging technology, specialized skills, and preparing for continuous auditing opportunities. Join the discussion on leading the way to a new audit of the future, and where to begin.

Most CAS practices begin with offering BPO (business process outsourcing) services. This allows them to streamline procedures that foster collaboration between our staff and the clients, and have access to trust worthy data. Once this level of service is functioning well, it can be challenging to figure out how to make the next step up in value by selling virtual controller and virtual CFO engagements. These virtual advisory services seem more customized, creating the perception it cannot be systematized which prevents scalability. In part 1 of this 2 part session, we will discuss how to differentiate BPO from CFO services for staff and clients, how to develop CFO packages and pricing, and methods for creating a repeatable process for delivering virtual CFO services.

Virtual connections will continue to be important even after the pandemic ends. Clients and staff get the experience you intentionally and unintentionally give them. In this session, we will explore how you can apply customer experience design practices to ensure you raise the bar at every client touchpoint (e.g. Disney). It is time to get creative in your methods of building and strengthening relationships with clients and employees in a hybrid, virtual and on-premise, environment

The capacity challenge has been going on since the dawn of time in public accounting but certainly has been more pronounced with the pandemic, pipeline shortages, and the impending Great Resignation. Firms feel understaffed for the high-volume periods. People feel flattened out when finishing busy seasons, including partners. Firms must stop talking about the capacity problem and start solving it.

Leave this session with ideas to resolve your firm’s capacity challenge once and for all!

To successfully elevate your CAS practice from BPO services with the occasional virtual CFO offering to one where you lead with the higher-level services, you need more staff participating. Many firms get stuck by not having enough capacity at the partner level to offer virtual CFO. In part 2 of this session, we will discuss how to leverage more of the team to participate in the higher value services, the skills to develop in your team, and ideas for structuring your team to systematize delivering virtual CFO services to clients.

In today’s post-Wayfair, digital consumer environment, the last thing your business clients have on their mind is sales & use tax… until there is an audit.  The risks associated with ignoring sales & use tax can be severe for businesses of any size and type.  As a result, your business clients need their trusted advisor to be proactive and cover their blind spots.

In this session, we will discuss how your firm can master its sales & use tax strategy to proactively address business clients’ needs. An expert in sales & use tax will highlight the top areas of vulnerability for businesses and how you as the trusted advisor can offer support. We will then review the necessary elements to drive your sales & use tax strategy. You don’t have to have a dedicated sales & use tax department at your firm to attend this session, only a desire to protect your clients. Bring your questions and expect to leave this session feeling educated and confident in knowing how to master your firm’s sales & use tax strategy of today and tomorrow.

The use of data analytics is growing across multiple services in firms. Assurance services are employing data analytics to design antifraud tests, see trends, and gain valuable insights for your clients. In this session learn more ways to leverage data analytics to identify risks and make your assurance services more data-driven.

Each and every buyer has a unique way of ascertaining the worth of their spend with you; worth is subjective. This fact alone makes it impossible for sellers to use a “calculator” to determine the best, right price for something. Since science and technology cannot equip us with a magic calculator for this challenging task, we’re left to tackle the art of pricing through honing our human skills of listening and applying good judgment. The highest possible worth comes from thoughtfully correlating what you’ll do with why they might need it: the purpose of the work—the WHY.

Facing new pressures clients have a smaller margin for error when it comes to making decisions about their businesses. In this context, the annual planning process is taking on even greater importance. In this session, we will provide a full framework for creating a strategic plan including goal setting, driver-based model building, forecasting and budgeting, and ongoing goal tracking using advanced reporting and dashboarding tools. Data collected during client assessments will provide a solid foundation to opening the discussion on reaching goals.