Six Ways That CAS Processes Are Different

How to help your client run their business better.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Let us focus on CAS-specific processes that can give you competitive advantages. This 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: Why CAS? Why Now? | Nine Ways to Measure Client Experience | Twelve Clues It’s Time to Outsource or Offshore | Yes, You Have the Staffing for CAS | Why Firms Shy Away from CAS | Hook Your Firm on CAS | Can You Identify Real CAS Prospects? | 8 Ways to Create Your CAS Practice | Do You Value Your CAS Value?
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Are CAS processes different than what you have been doing till now? Yes, and no.

Posted on November 27, 2022

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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