{"id":113404,"date":"2023-07-16t11:56:52","date_gmt":"2023-07-16t15:56:52","guid":{"rendered":"\/\/www.g005e.com\/?p=113404"},"modified":"2024-08-27t17:01:55","modified_gmt":"2024-08-27t21:01:55","slug":"five-ways-to-overcome-cas-staffing-challenges","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/07\/16\/five-ways-to-overcome-cas-staffing-challenges\/","title":{"rendered":"five ways to overcome cas staffing challenges"},"content":{"rendered":"

\"number<\/a>question your processes at every step.<\/strong><\/p>\n

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

when we asked firms what is stopping you from offering client accounting services, their top response was that they don\u2019t have the staffing.<\/p>\n

more: <\/b>raise cas awareness among your clients<\/a> | five ways to profit from cas<\/a> | cas is a value pitch<\/a> | accountants are perfect for virtual cfo roles<\/a> | raise client expectations with cas<\/a>
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the #1 cas killer that emerged from the cas survey results is, unfortunately, also the most misconceived perception. it is a myth.
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\nthe cas survey results showed that even solo practitioners offer cas. the number of firms that provide cas is significantly higher than those that do not offer cas for firms of all sizes. cas firms provide about twice the number of services compared to non-cas firms. \u201cstaffing shortage\u201d or \u201clack of relevantly competent staff\u201d are not<\/strong> the reasons why you should not offer cas. let us see why.<\/p>\n

when can you feel you don\u2019t have the staffing for cas?<\/strong><\/p>\n

you may be a solo practitioner or have less than a handful of staff. you may be predominantly offering tax preparation services, and you get the books done just to keep clients\u2019 financial data tax ready. you may be offering low-cost write-up services because most of your clients are (very) small businesses and mom-n-pop shops. with a business model like that, your staff\u2019s competencies are limited to basic services. in such situations, you can feel either you don\u2019t have enough (number of) staff or your team is not trained enough, or both, for your firm to provide cas.<\/p>\n

what steps can you take to overcome staffing challenges (perceived or real)?<\/strong><\/p>\n

the cas survey results clearly indicated that smaller firms are far more active in offering cas. over the years, i have personally interacted with hundreds of firms that make much higher revenue and profit per staff than firms that struggle. and the key reason is such successful cas firms have optimized their technology, processes and staff competencies. in many cases, the number of clients serviced per staff is about two to three times more compared to that served by similarly sized non-cas firms.<\/p>\n

some of the proven ways in which firms optimize to overcome the cas-staffing challenges are:<\/p>\n

1 \u2013 automate your processes.<\/strong> successful cas firms minimize manual data entry and duplication of data entry across multiple solutions. they do so by leveraging newer, intelligent software solutions and also by implementing integration between the various solutions they use.<\/p>\n

2 \u2013 look at each stage of your work processing steps.<\/strong> identify at each process step if there are opportunities to automate, e.g.:<\/p>\n