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DCPA2201 - CAS Workflow and a Continuous Close, Not Just a Myth

‐ Jun 6, 2022 1:45pm

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.

Learning Objectives:

  • Identify the steps of workflow automation from the inbox to the dashboard.
  • Formulate daily, weekly, and monthly workflows to support a continuous close cycle.




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