Technology and Your CAS Clients

Smiling businesswoman working at deskTwo different approaches.

By Hitendra Patil
The Definitive Success Guide to Client Accounting Services

Client accounting services essentially requires an ability for your firm to be able to best serve the needs of all your clients. In other words, your firm’s technology stack, services, processes and pricing packages need to cater to businesses of different sizes, turnovers, as well as various levels of tech-savviness of the business owners and their employees. In yet other words, your firm should have the ability to do part of the accounting work or all the work your clients offload to your firm.

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When Clients Do Part of the Work

In such cases, you want the technology stack to be as standardized as possible to avoid costly, error-prone and time-consuming need to deal with a variety of software. At the same time, when clients do part of the work, you must seek to implement collaborative technology on the cloud to eliminate duplication of data entry and mailing/emailing information back and forth between your firm and clients.