DCPA2505
Optimizing Your SMB Clients' Financial Operations: From Efficiency to Results
Date
June 11, 2025
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. We know CAS practices have always played a vital role in ensuring success for their clients' financial operations, but even more so today as opportunities and risk abound in a new era in technology. This session will focus on practical ways for firms to position themselves and their services around the pain points that SMB businesses are experiencing today.
Speakers
Director of Product Management, BILL
Partner, EisnerAmper
Manager, CAS Firm Strategy, CPA.com
Chief Executive Officer, Quantum FBI
General
Session Categories
Prerequisite
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