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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.