Client Accounting Advisory Services (CAS) is a business line many firms are actively developing and encountering challenges they didn’t foresee. Jenni Huotari, CPA, discusses the value of having a community of peers to discuss the speed bumps and learn from others’ experiences.
Jenni Huotari, CPA, partner with Eide Baily, shares how a career in auditing has given her knowledge needed to service their Client Accounting Advisory clients (CAS), and how she builds her CAS team with staff from varied backgrounds.
Hear a testimonial of a successful Client Accounting Services (CAS) manager in a CPA firm that came from a non-traditional educational background.
Tami Davis, Client Accounting Service (CAS) leader for Grimbleby, Coleman, CPAs, Inc. shares advice learned from her “ah ha” moments.
Set achievable goals and reporting back to your leadership is key to gaining firm buy-in to a new practice area, says Tami Davis, Client Accounting Services leader for Grimbleby, Coleman CPAs, Inc.
Matt Tunink was tasked with implementing cloud solutions into his firm. His first step was attended CPA.com's Client Advisory Workshop.
Sharon Berman of Rehmann explains the impact the CAS workshop has made on her firm, and why it is a must attend event for all Client Advisory Services practitioners.
An Introduction to CPA.com's Client Accounting Services Workshop.
Dixie McCurley of Trusted CFO Solutions discusses how to be successful in client accounting services and the future of the profession.
CPA.com Client Accounting Services Workshop Testimonial Carolyn Hall, CPA Manager, Wiss & Company, LLP.
CPA.com Client Accounting Services Workshop testimonial from Eric DeVriese, DeVriese and Associates.
CPA.com Client Accounting Services Workshop Testimonial from Natalie Hoffman & Katie Lange, Honkam Krueger & Co., P.C.
CPA.com client accounting services workshop testimonial from Nick Lanese, Cohen Florida.