Error loading player: No playable sources found

DCPA2425

Optimal Tools for the CAS Tech Stack

Date
December 10, 2024
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for 2024 Digital CPA Conference
This includes sessions from the conference: 2024 Digital CPA Conference

Building the right tech stack for your Client Advisory Services (CAS) practice can make a huge difference in how smoothly your firm operates and how effectively you serve clients. In this session, we’ll break down a variety of key tools you need to run a more efficient and collaborative CAS practice. You'll leave with practical tips on choosing and integrating tools that fit your firm’s unique needs and help you deliver timely, valuable insights to your clients.

Learning Objectives

  • Discover the essential tools every firm needs in their CAS tech stack and learn how to pick the best ones for your practice.
  • Get actionable strategies for connecting and automating your tech tools to save time and improve the client experience.

Speakers

Speaker Image for Roman Villard
Founder, Full Send
Speaker Image for Sharai Lavoie
CEO/Managing Member, Lavoie CPA PLLC
Speaker Image for Jason Miller
Business Consulting Director, Dean Dorton

Related Products

Thumbnail for Optimizing Your SMB Clients' Financial Operations: From Efficiency to Results
Optimizing Your SMB Clients' Financial Operations: From Efficiency to Results
As technology advances occur more rapidly and staffing challenges are pervasive, many businesses, and specifically many SMBs (small and medium-sized businesses) are looking for outsourced support for their financial operations…
Thumbnail for Unlocking CAS Growth through a Compelling Value Proposition and Strategic Marketing
Unlocking CAS Growth through a Compelling Value Proposition and Strategic Marketing
Packaging and marketing your firm’s CAS offerings are crucial elements for your growth strategy, as they can influence your firm image, client perception, and practice area performance…
Thumbnail for Ignorance is not bliss: the importance of a proactive approach to CAS and SALT (State and Local Tax) advisory
Ignorance is not bliss: the importance of a proactive approach to CAS and SALT (State and Local Tax) advisory
SALT compliance is a multifaceted and dynamic issue, and often clients fail to grasp the complexity of the situation. This can lead to unexpected financial outcomes resulting from audits…
Thumbnail for Blueprint for FP&A Advisory: Bridging the Gaps
Blueprint for FP&A Advisory: Bridging the Gaps
This session will delve into the strategic aspects of launching an FP&A advisory practice. Gain valuable insights and practical guidance on staffing, packaging and pricing, and the key factors in identifying your ideal customer profile…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.