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Increase Profitability and Create a Competitive Differentiation: Scaling Up Client Accounting Services

As technology continues to automate the simple and routine tasks in the accounting profession, to stay relevant and competitive, best-in-class firms are leveraging workflow technologies to expand their businesses by offering Client Accounting Services (CAS).

Join Mike Sabbatis, CEO of XCM and Michelle Ryan, Partner at Adam, Brown, Beran & Ball to learn how the firm is utilizing workflow technology to manage CAS work and staffing while improving efficiencies and utilization rates.


  • How to identify best practice workflows to improve efficiency
  • Success story examples for how to monitor for bottlenecks
  • CAS workflow techniques that will scale up your business and make a difference in your firm

Note: This on-demand webinar does not offer CPE credit.

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