Firms that don’t transition to Client Accounting and Advisory Services (CAAS) will get left behind. Here’s how to do it.

Just being an accountant isn’t enough anymore. CPAs need to be advisors as well. The eBook from Roman H. Kepczyk, CPA.CITP lays out 8 steps necessary to get there.

8 Steps to CAAS practice transformation

Transitioning a firm from CAS to CAAS is an absolute necessity for firms that want to maximize value to clients and stay ahead of competitors. But it takes a conscientious involving personnel and firm leadership.

Everybody must be on board to drive the transformation. This requires change management not only for firm personnel and technology but also transformation of the way the accounting practice works. The eBook outlines eight steps that firms should consider to help them successfully transition towards an advisory mindset.

In this eBook, discover:

  • The critical differences between CAS and CAAS
  • How to get buy-in for the CAAS model across the firm
  • How to build a team to successfully execute a transition to CAAS
  • How to put together a CAAS technology stack

And much more.

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