If your firm has either moved to a Client Accounting & Advisory Services (CAAS) model, or plans to, having the right technology in place will differentiate your services — and can even help lower your overall expenses.
In part 2 of the Client Accounting & Advisory Services series, Roman Kepczyk, CPA.CITP, CGMA, discusses:
- How optimizing your tech stack for CAAS consolidates weeks' worth of work into days
- How having the right technology in place can lower your firm's overall expenses
- The top-rated piece of CAAS technology that most firms are already using