hook your firm on cas

don’t just introduce, reinforce.

by hitendra patil
client accounting services: the definitive success guide

unless you become the “cas champion” or make someone accountable to be one, your client accounting services practice will not take off the starting blocks.

more: cut cost by three quarters with cas? yes, please | why you can be a virtual cfo | clients’ new expectations | what cas is and isn’t
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and the single biggest initial challenge for the cas champ is how to communicate the value of cas to the firm’s future fortune to every stakeholder – be it partners, staff, clients and prospects. for this post, i will assume that your cas champ absolutely “gets it.”

posted on august 21, 2022

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

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