Want to position your CAS practice for growth? Technology can pave the way with proven processes.

Truly successful CAS practices are the ones that are able to deliver high-quality accounting services to clients with maximum efficiency – at scale. Managing your CAS team’s processes, especially in the area of workflow, is a key driver of profitability.

Technology is the bedrock of CAS processes and workflow. As firms providing CAS services evaluate their technology options, CPA.com preferred partner XCM has identified six critical technology-enabled elements of CAS workflow tools. In this short article, we’ve taken a deep dive into each of those elements:

  • Standardization
  • Delegation
  • Communication
  • Predictability
  • Collaboration
  • Visibility

Whether you’re establishing a new CAS practice, looking for ways to take your existing CAS practice to the next level, or actively evaluating CAS-specific process and workflow technology, this paper is a must-read.