So what is it? Client Accounting Services? Client Advisory Services? Or Client Accounting and Advisory Services?
And does it matter? Well yes, because you have to be very clear to your clients as to what services you're providing and to your team what tasks need to be completed to deliver on your promise to clients.
Without proper definition these services can quickly become everything that's not tax. And this makes it difficult to create processes, workflows and tech stacks etc. While it might be easy to utilize a 'blueprint' from a speaker on stage if you're not crystal clear on what you are and are not doing you'll struggle to realize the potential of CAS (or is it CAAS?).
To ask us any questions or share any feedback, please connect with us on LinkedIn or Twitter.
Penny Breslin - LinkedIn | @PennyB57
Damien Greathead - LinkedIn | @Damien_GH