Mastering Change in Client Advisory Services

Client Advisory Services (CAS) practices are an important source of new growth for accounting firms of all sizes. For many, they’re also the source of significant change for their organizations and their people. New technologies, new processes, new roles – it can be difficult for practitioners to keep up. By following proven change management principles informed by the experiences of pioneering firms that have successfully launched and expanded their CAS practices, firms can avoid many of these challenges from the start. This article examines the most important change activities firms should take to ensure the success of their firms’ CAS journey, drawing from these principles.