Increase Profits with the Right Technology
If your firm has either moved to a Client Accounting & Advisory Services (CAAS) model or plans to, having the right technology in place is vital to building a profitable offer.
Jul. 31, 2020
Building your CAAS practice?
If your firm has either moved to a Client Accounting & Advisory Services (CAAS) model or plans to, having the right technology in place is vital to building a profitable offer.
In part 2 of the Client Accounting & Advisory Services series, Roman Kepczyk, CPA.CITP, CGMA, discusses:
- How optimizing your tech stack for CAAS consolidates weeks’ worth of work into days
- How having the right technology in place can lower your firm’s overall expenses
- The top-rated piece of CAAS technology that most firms are already using
To download Part 1 of this series, click here.