cas is, first, a communication challenge

are your clients happy? have you told your staff?

by hitendra patil
accountaneur: the entrepreneurial accountant

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

more: 21 ways to adjust your practice in 2021 | how to communicate the value of cas | don’t wear a mask | the 8-step method for launching client accounting services | what cas is … and is not
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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 or prospects. for this post, i will assume that your cas champ absolutely “gets it.”

posted on december 27, 2020

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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