Twelve clues to help you decide, plus the three categories of risk.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
When you are the key person to make things happen at your firm, you want to invest as much time in “business development” (not just marketing and sales) as humanly possible. Your firm’s growth will make you feel that producing and delivering your services is an essential core business function for you, but some of it is not. Freeing up yourself to spend more time focusing on the things that add value to your practice, and help set it apart from the competition is an essential differentiating growth strategy you will ever deploy. The same principle applies to your experienced, talented staff.
MORE: CAS Tech Stack Depends on Cloud Use | Five Ways to Overcome CAS Staffing Challenges | Think CAS Isn’t for Your Firm? | Convince Your Firm of CAS Value | Ten Ways to Tell a Client Is Ready for CAS | Launch CAS in Just Eight Steps | Who Is the Professional?
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You will build your CAS practice on newer, cloud, collaborative technologies. It will help you automate many routine functions and optimize your operating costs. But you still need competent people to manage, nurture and strengthen your client services and advisory functions.
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