{"id":115045,"date":"2023-09-24t11:55:19","date_gmt":"2023-09-24t15:55:19","guid":{"rendered":"\/\/www.g005e.com\/?p=115045"},"modified":"2024-08-27t17:01:09","modified_gmt":"2024-08-27t21:01:09","slug":"cas-requires-reaching-out-more","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/09\/24\/cas-requires-reaching-out-more\/","title":{"rendered":"cas requires reaching out more"},"content":{"rendered":"

\"businessman<\/p>\n

use tech to up your communication game.<\/strong><\/p>\n

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

a successful client accounting services practice requires increased interactions with clients. your usual non-cas methods of client communications are not sufficient to meet the demands and expectations of your cas clients. you must leverage new tech tools to reach out, communicate and collaborate with clients more frequently.<\/p>\n

more: <\/b>your cas engagement letter needs a reset option<\/a> | structure insights as what-why-what<\/a> | set your processes apart in nine steps<\/a> | five ways to overcome cas staffing challenges<\/a> | think cas isn\u2019t for your firm?<\/a> | convince your firm of cas value<\/a> | ten ways to tell a client is ready for cas<\/a> | launch cas in just eight steps<\/a>
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some accounting software can help you automate client notifications (by email\/text) based on customized triggers set up in the software. similarly, automated payroll software can keep clients informed automatically. mobile apps of core accounting software are becoming a necessity to deliver client service and communications.<\/p>\n

why?
\n
\nto find out, we need to examine whether cas client service requirements are different and if yes, how.<\/p>\n

let us take an example to compare non-cas and cas client service requirements.<\/p>\n

if you offer write-up (creating books from bank statements, credit card statements and some additional information you receive from your write-up clients), you know it is after-the-fact work. your client has already undertaken business transactions. those are reflected in the bank and credit card statements. goods\/services have been bought and sold, and payments have been made\/received. now is the time to \u201cwrite up\u201d the transaction data or summary into the books being created in the accounting software. you do that work, reconcile books and bank account balance, review the work, produce the financial statements and deliver to your clients.<\/p>\n

what are the communications and client service requirements in such work?<\/p>\n