Webinar

Join us for three webinars exploring how automation technology enables you to bring more value to your clients.

Automating Your CAS Firm: An Exploration of Technology Dos and Don’ts

Get started with Victoria Pritchard, Technology and Innovation Practice Leader at RKL Virtual along with CPA.com Senior Director of CAS Professional Services, Kim Blascoe, as they discuss the two most valuable foundational services you can offer clients along with proven techniques for accuracy and efficiency. They’ll also cover the best ways to integrate automation technology successfully, the steps to get staff on board, and how to design a roll-out plan that works for your firm and your clients.

Spend Management: How Your Clients Can Leverage Cards + Control

Next up: CPA.com’s Kim Blascoe is joined by CPA and technology expert Richard Corn from BILL to discuss how firms can set their clients up to leverage business cards with automated expense management – shifting to a customizable process with physical and virtual cards that precisely control spend before it happens.

Pricing, Packaging, and Finding the Right Fit for Your Firm

CAS practitioners Jody Grunden of Summit Virtual CFO by Anders and Jenni Huotari of Eide Bailly provide a look into the ways they approach the pricing and packaging of their foundational services, such as bill pay and spend management, within their CAS practices. Through this session, you’ll understand the various ways firms are pricing services to help with firm growth and client satisfaction.