how to define and refine your cas processes.
by hitendra patil
client accounting services: the definitive success guide
we know the outcomes that are important from the client perspective can, and should, define your firm’s client accounting services processes.
but how do you create your firm’s cas-specific processes? where should you begin? how would you know what to change and what to add to your processes?
more: cas reports are better. here’s how. | help your clients run their businesses better | cas tech stack depends on cloud use | five ways to profit from cas | cas is a value pitch | accountants are perfect for virtual cfo roles | raise client expectations with cas | the why behind your cas why | who is the professional?
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it is both difficult and easy to create your firm’s cas processes. it will be difficult, not impossible, to ask if you do not have reasonably deep insights into what your clients need and want. it will be easy if you have periodic interactions with your clients.
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