Your Firm Needs a CAS Champion

Are your clients happy? Have you told your staff?

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Unless you become the “CAS champion” or make someone accountable to be one, your CAS practice will not take off the starting blocks.

MORE: Lower Your Costs by 75% with CAS | How CAS Drives Virtual CFO Billings | The ROI on Identifying Clients for CAS | What Clients Need Now, More than Ever | How to Launch CAS in Eight Steps | SURVEY: Why Some Firms Fall Behind in CAS | How to Lead Clients into Client Accounting Services
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And the single biggest initial challenge for the CAS champ is how to communicate the value of CAS to the firm’s future fortune to every stakeholder – be it partners, staff, clients or prospects. For this post, I will assume that your CAS champ absolutely “gets it.”

Posted on October 3, 2021

Hitendra Patil

About the Author

Hitendra Patil is the president of the Global F&A and CPA outsourcing services unit of Datamatics Business Solutions, Inc., a global provider of outsourced accounting, bookkeeping, finance, tax preparation, audit & assurance, payroll and demand generation & data services.

He is one of the profession's leading authorities on accounting technology, accounting firm innovation, and client accounting and advisory services (CAS / CAAS) and among the Top 100 Most Influential People in Accounting, the Top 10 Accounting Influencers to Follow on Social Media, and the Top 100 Accounting Social Media Leaderboard.

He is the best-selling author of
“The Definitive Success Guide to Client Accounting Services.”

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and
"Accountaneur: The Entrepreneurial Accountant."

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For over 20 years, he has worked exclusively for the accounting industry, leading several functions, including accounting, payroll, tax, and advisory services and technology solutions used by professional accountants.

He is a regularly published author in many leading publications in the United States accounting profession. Accountants have bought his best-selling books in 12 countries across five continents. He frequently provides fresh thought leadership and actionable insights to the accounting profession about CAS/CAAS, practice growth, entrepreneurship in accounting, and emerging technologies, such as artificial intelligence, machine learning, blockchain, and cybersecurity.

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Patil's newest book is, "Rise of The AiCCOUNTANTS: The What, Why, and How of Artificial Intelligence – Exclusively for Accountants.”
Available here

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