Look Backward for Your CAS Processes

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By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

We have examined how you can enhance your firm’s internal processes and what factors influence those processes. In this post, we will focus more on CAS-specific processes that can give you competitive advantages. However, this post is not about the technicalities of accounting processes. As a professional accountant, you already know the accounting fundamentals required to create your processes for each of the segments of the services you provide.

MORE: Make Sure Your Differentiation Is Truly Different | Is It Time to Outsource? | Your Firm’s CAS Team: Who and How Many | Two Tech Approaches to CAS | When to Start Building Your CAS Tech Stack | Stop Derailing CAS | Show Your Priciest CAS Package First | Your Firm Needs a CAS Champion
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Are client accounting services processes different than what you have been doing until now? Yes, and no.