{"id":80920,"date":"2021-01-31t12:00:59","date_gmt":"2021-01-31t17:00:59","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=80920"},"modified":"2022-01-10t13:51:15","modified_gmt":"2022-01-10t18:51:15","slug":"the-technology-stack-you-need-for-cas","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/01\/31\/the-technology-stack-you-need-for-cas\/","title":{"rendered":"the technology stack you need for cas"},"content":{"rendered":"
<\/a>5 key points in making your choices. by hitendra patil<\/i> your firm\u2019s current processes\/procedures adapted to your current technology stack, or vice versa. trying to fit client accounting services into your existing technology stack may become a challenge for you \u2013 not just from a procedural point of view but also from a profitability point of view. if your current technology stack is still more of desktop software, it could be nearly impossible for you to offer cas as profitably as potentially possible with non-desktop solutions.<\/p>\n more:<\/b> top five cas killers and how to overcome them<\/a> | identifying the right clients for cas<\/a> | cas is, first, a communication challenge<\/a> | which of your existing clients are cas-fit?<\/a> | the services that cas clients need<\/a> | who\u2019s afraid of client accounting services?<\/a> before you start thinking, \u201coh gosh, this is going to be a hugely expensive technological overhaul of my firm,\u201d stop. cas does need you to adapt to an optimal technology mix, but it does not mean you just throw away your current technology and bring in entirely new technology. cas does not need a technological transformation of your firm. depending upon your existing technology stack, it may only require some reorganization, integration and adjustment. even now, there are hardly any firms that are 100 percent in the cloud. so, to discuss this category of firms, we\u2019ll consider any firm that has core accounting, payroll, tax and practice management software in the cloud, and ideally with collaborative access provided to clients.<\/p>\n if your firm is one of those firms that has these core software in the cloud, you are ideally poised to offer and benefit from cas. here are the key steps to strengthen your cas offering:<\/p>\n if some of the technology used by your firm is in the cloud and quite a few of your existing clients have their accounting\/other software, either desktop or cloud or a mix, you have a \u201cdiffused technology footprint.\u201d it takes more time, effort and hence cost to manage such technological infrastructure. more importantly, your clients get a suboptimal experience of service and are prone to be lured away by promises of exceptional customer experiences offered by cloud-based firms.<\/p>\n if your firm has such a diffused technology footprint, it is still possible for you to launch and grow your cas practice quickly. you can then slowly move most of the users, including those at your clients\u2019 offices, onto the cloud. here are the key steps to get going on your firm\u2019s cas journey:<\/p>\n if your firm and your clients mostly use desktop software for core accounting work, you can still start offering cas by first moving your client service onto the cloud. use client portals\/cloud cabinets, i.e., instead of emailing\/mailing paper-based periodic reports, put some progressive clients into the habit of online consumption.<\/p>\n if your firm is mostly on desktop, and if it is your clients who mostly subscribe to desktop software, your immediate task is to take a hard look at your business model itself. if you have attracted primarily small business, after-the-fact write-up clients that are price-conscious\/sensitive, you were offering commodity services. if you continue to operate in the same way, you will endanger your firm\u2019s survival because more automated technology will reduce the need for your assistance. here are some critical steps you can take to start your firm\u2019s cas journey.<\/p>\n based on the cas survey findings and the insights gathered from interactions with hundreds of firms of various sizes offering cas and even those not providing cas, the following information will help you define your core cas technology stack.<\/p>\n
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\naccountaneur: the entrepreneurial accountant<\/i><\/a><\/p>\n
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\ncas does not<\/strong> need a technological transformation<\/h3>\n
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\nwe will explore some technology scenarios most commonly found at firms of nearly all sizes. most likely, your firm\u2019s current technology stack will be similar to one or more of the following. and in each such scenario, you will find \u201cto-do\u201d advice to adjust your technology stack.<\/p>\nif your firm is already mostly<\/strong> in the cloud<\/h3>\n
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if your firm is partly<\/strong> in the cloud<\/h3>\n
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if your firm is hardly<\/strong> in the cloud<\/h3>\n
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how to decide on your ideal cas technology stack<\/h3>\n
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