{"id":108870,"date":"2023-03-22t11:55:25","date_gmt":"2023-03-22t15:55:25","guid":{"rendered":"\/\/www.g005e.com\/?p=108870"},"modified":"2024-08-07t23:09:32","modified_gmt":"2024-08-08t03:09:32","slug":"how-to-get-clients-to-adopt-caas-tech","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/03\/22\/how-to-get-clients-to-adopt-caas-tech\/","title":{"rendered":"how to get clients to adopt caas tech"},"content":{"rendered":"

\"hitendra<\/a>focus on the meaning, not the mechanics.<\/strong><\/p>\n

by hitendra patil<\/i>
\nclient accounting services: the definitive success guide<\/i><\/a><\/p>\n

q: what suggestions do you have to help with client adoption of caas software and technologies?<\/strong><\/p>\n

more cas q&a: <\/b><\/strong>there are only three growth strategies<\/a> | eight steps to optimize capacity<\/a> | battling cas cost pushback<\/a> | will my clients find cas expensive?<\/a> | cas: much more than bookkeeping<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

a: <\/strong>thank you for this very important question.<\/p>\n

client accounting and advisory services (cas\/caas) are services that leverage accountants\u2019 e3<\/sup>, i.e., expertise, experience and education. your clients do not have the e3<\/sup>.
\n
\nif your service offerings are well designed on the foundations of the e3<\/sup>, you\u2019d want the clients to use software and technologies minimally while your firm takes control of the entire spectrum of accounting work processes.<\/p>\n

of course, you\u2019d want the clients to use technology to \u201cconsume the outputs,\u201d e.g., document portals and insights dashboards, and to process some \u201cbusiness transactions,\u201d such as issuing an invoice or entering vendor bills, etc. but you would not want to have the client process accounting work. if the client feels that they are doing some part of \u201caccounting,\u201d you are likely to have fee pressures.<\/p>\n

while training\/educating the clients on the use of software for the \u201cconsumption\u201d purpose, the focus should be more on what actions they can take based on what they see in the software rather than just on how to use the software. that will create a mindset for clients to focus on the meaning rather than the mechanics of the software. that will also help you strengthen the \u201cvalue experience\u201d for the clients.<\/p>\n","protected":false},"excerpt":{"rendered":"

focus on the meaning, not the mechanics.<\/strong>
\n\"\"<\/a>
\nby hitendra patil<\/i>
\nclient accounting services: the definitive success guide<\/i><\/a><\/p>\n","protected":false},"author":1363,"featured_media":104568,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3058,3120,3002,2306],"tags":[],"class_list":["post-108870","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-accounting-services","category-pro-member-exclusive","category-special","category-tech-and-fintech"],"acf":[],"yoast_head":"\nhow to get clients to adopt caas tech - 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