| | SPONSORED BY Dext, AccountantsWorld, Avantax Wealth Management, Bill.com, Sage Intacct, Jirav, Right Networks, Botkeeper, Corpay |
| Hello Voornaam,
As a potential springboard to a wide-ranging constellation of high-value advisory services, Client Accounting Services touch so many aspects of both clients and firms that they may end up rearranging practices entirely. This special report looks at how pioneering firms are making the most of this fast-growing service line, and the steps they're taking to keep it profitable, including:
- Clarifying what exact services are included in their version of CAS
- Formalizing and standardizing how those services are delivered
- Creating a cutting-edge tech stack to support the services
- Identifying the right clients for the service
- Changing billing and bundling practices
| |
| SPONSORED BY Dext, AccountantsWorld, Avantax Wealth Management, Bill.com, Sage Intacct, Jirav, Right Networks, Botkeeper, Corpay |
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