Four Steps to Firm CAAS Buy-In

Everyone has to be on board.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Q: What is the best way to get firm-level buy-in for the CAAS practice?

MORE CAS Q&A: How Much Advice Should Your Firm Provide? | Battling CAS Cost Pushback | Will My Clients Find CAS Expensive? | CAS: Much More than Bookkeeping
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A: Assuming client accounting and advisory services is somewhat new to your firm, introducing a new service line to your firm requires devising a strategy to make the new service line successful, careful planning to implement the strategy, and of course, excellent internal communication. Here are some quick steps:

Posted on March 1, 2023

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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