The Client Accounting and Advisory Services Playbook

Should your firm continue to offer “traditional compliance services” in 2021?

The writing is on the wall: Traditional compliance services will be eliminated by advancements in information technology.

But are “traditional compliance services” what accounting professionals should still be focused on offering, anyway? (Not exactly.)

These advancements haven’t taken anything away, they’ve given accounting professionals something new to “sell”…something that’s always been there: their expertise.

And clients not only want this, but they’ve also come to expect it.

Traditional compliance work can be automated; deep insights into numbers and proactively supporting clients cannot.

The time is now to harness the power of today’s powerful technologies, productize client accounting and advisory services, and provide clients with all of the support they want.

“Client advisory services are the future of the accounting profession and progress and results will be measured upon the firm’s technology stack.”

In our upcoming webinar (The Client Accounting and Advisory Services Playbook) Roman Kepczyk, Director of Firm Technology Strategy at Right Networks, will present several approaches and resources to support this conclusion.

During this 60 minute session, attendees will gain knowledge around:

The evolution from CAS to CAAS
What every partner must understand regarding the trends and technology driving advisory services
How to garner an advisory mindset in today’s remote and niche world
How to “skill up” their CAAS team with today’s available resources
Why a firm’s technology stack is critical to CAAS success