Transforming your accounting services personnel to a client advisory mindset

Accounting firms are ramping up Client Accounting and Advisory Services (CAAS) to remain competitive and drive revenue. But if CAAS is going to work, people at the firm have to buy in.

How accounting firms can use their anti-fraud skills to help clients and generate revenue

Developing CAAS is a must for the modern accounting firm. CPA firms can’t rely on simply doing taxes anymore. That’s pretty much understood industry-wide. But any initiative in an organization will only work as well as employees allow it to. Firms need to get their people ready to accept and promote CAAS.

In this eBook, discover:

  • How to build a CAAS learning organization
  • Which advisory skills to focus on in training employees  
  • How to build a successful CAAS team  

Chances are, you didn't go into accounting to become a security expert - we’re here to help.


To learn how Right Networks can help secure your QuickBooks Desktop and other applications in the cloud, call us at 866-767-7765 or visit our web site, rightnetworks.com.