nine ways to measure client experience
do your processes lead where you want your firm to go?
by hitendra patil
client accounting services: the definitive success guide
client accounting services
cas: much more than bookkeeping
why not get paid for what you’re probably already providing?
by hitendra patil
how the pandemic changed firm mindsets
take mindful advantage.
by hitendra patil
client accounting services: the definitive success guide
twelve clues it’s time to outsource or offshore
plus the three categories of risk.
by hitendra patil
client accounting services: the definitive success guide
find your cas team at your firm
then ask your client about their satisfaction.
by hitendra patil
client accounting services: the definitive success guide
matching your tech to your cas clients
why it is worthwhile.
by hitendra patil
client accounting services: the definitive success guide
the tech stack you need for cas
it depends on your cloud use.
by hitendra patil
client accounting services: the definitive success guide
yes, you have the staffing for cas
five ways to make it easier.
by hitendra patil
client accounting services: the definitive success guide
six steps to spreading cas awareness
your clients may not know how it would help them.
by hitendra patil
client accounting services: the definitive success guide
finding profits in cas
automate more? check. sell more services to the same clients? check.
by hitendra patil
client accounting services: the definitive success guide
why firms shy away from cas
if you’re hesitating, consider these solutions.
by hitendra patil
client accounting services: the definitive success guide
how to tell who fits cas
then give your pricing “why.”
by hitendra patil
client accounting services: the definitive success guide
cas is an upgrade pitch
tell clients what they will lose if they decline.
by hitendra patil
client accounting services: the definitive success guide