Industry verticalization, tech transformation and more
Feeling the strain of juggling too many client needs within your client advisory services (CAS) practice isn’t a new problem facing firms. As your practice grows, so does your client roster—and you may soon find yourself challenged to deliver high-quality services across a portfolio of clients with vastly different needs.
In her recent blog, Kimberly Blascoe, CPA , Senior Director, CAS Professional Services,?CPA.com, discusses how firms are setting themselves apart by creating a clear and well-defined?client verticalization strategy?that allows them to provide more focused expertise. By specializing in industry verticals (such as?not-for-profit?or?family office), CAS practices can achieve deeper expertise, streamlined processes, stronger brand positioning, and a competitive edge in recruiting and developing talent.
Top Highlights
Tech, transformation and the future of accounting
In his latest blog,?CPA.com?CEO Erik Asgeirsson discusses the latest trends, including GenAI, CAS and audit transformation. You can also hear more in Erik’s?recent discussion?with AICPA CEO Barry Melancon, CPA, CGMA .
The Dos and Don’ts of AP/AR
Automating processes introduces a level of complexity that must be navigated to realize the benefits. This infographic breaks down important considerations when it comes to automating accounts payable and receivable for your client.
领英推荐
Podcast:?Advisory reimagined: Talent, tech, and transformation
David Hartley , Partner-in-Charge, Advisory, Anders CPAs + Advisors , joins Kalil Merhib ,?CPA.com, to explore the future of advisory, from effective change management to emerging categories.
2024 CPA.com and AICPA PCPS CAS Benchmark Survey
By participating in the survey, you’ll gain access to individualized comparison data to see how your firm measures up to peer firms areas for improvement to help drive growth. Survey closes July 14.
Digital CPA 2024: Pathway to possibilities?
This year's #DigitalCPA conference, Dec. 8-11, will provide the pathways to implement leading-edge strategies and connect with future-focused leaders. Check out the agenda.
Upcoming learning
Check out these upcoming free CPE webinars: