help clients make decisions, don’t just report on what happened.
by hitendra patil
the definitive success guide to client accounting services
a successful client accounting services practice requires increased interactions with clients. your usual non-cas methods of client communications are not sufficient to meet the demands and expectations of your cas clients. you must leverage new tech tools to reach out, communicate and collaborate with clients more frequently.
more:how to write your cas engagement letter|designing your firm’s cas processes|how to create your firm’s cas team|the technology stack you need for cas|communicating cas to clients and prospects|how to communicate the value of cas|don’t wear a mask
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some accounting software can help you automate client notifications (by email/text) based on customized triggers set up in the software. similarly, automated payroll software can keep clients informed automatically. mobile apps of core accounting software are becoming a necessity to deliver client service and communications.