use cas to focus on strategy

you’ll learn how your clients think.

by hitendra patil
client accounting services: the definitive success guide

q: how can i use client accounting services to offer more strategic advisory services to my clients?

more cas q&a: automation is key to cas | how to get clients to adopt caas tech | four steps to firm caas buy-in | clients don’t understand cas, but they know value | do i need to learn new skills to succeed in cas?
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a: “books” are not dead animals you can take a picture of. live accounting, at least near-real-time, gives you powerful insights into your client’s business as it happens. real useful advisory emerges from (live) accounting.

posted on april 19, 2023

hitendra patil

about the author

hitendra patil is the president of the global f&a and cpa outsourcing services unit of datamatics business solutions, inc., a global provider of outsourced accounting, bookkeeping, finance, tax preparation, audit & assurance, payroll and demand generation & data services.

he is one of the profession's leading authorities on accounting technology, accounting firm innovation, and client accounting and advisory services (cas / caas) and among the top 100 most influential people in accounting, the top 10 accounting influencers to follow on social media, and the top 100 accounting social media leaderboard.

he is the best-selling author of
“the definitive success guide to client accounting services.”

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and
"accountaneur: the entrepreneurial accountant."

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for over 20 years, he has worked exclusively for the accounting industry, leading several functions, including accounting, payroll, tax, and advisory services and technology solutions used by professional accountants.

he is a regularly published author in many leading publications in the united states accounting profession. accountants have bought his best-selling books in 12 countries across five continents. he frequently provides fresh thought leadership and actionable insights to the accounting profession about cas/caas, practice growth, entrepreneurship in accounting, and emerging technologies, such as artificial intelligence, machine learning, blockchain, and cybersecurity.

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patil's newest book is, "rise of the aiccountants: the what, why, and how of artificial intelligence – exclusively for accountants.”
available here

click here for more by hitendra patil

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