{"id":97313,"date":"2022-05-08t12:46:21","date_gmt":"2022-05-08t16:46:21","guid":{"rendered":"\/\/www.g005e.com\/?p=97313"},"modified":"2022-12-22t00:40:18","modified_gmt":"2022-12-22t05:40:18","slug":"cas-communications-help-clients-decide","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/05\/08\/cas-communications-help-clients-decide\/","title":{"rendered":"how to cas: first, break bad habits"},"content":{"rendered":"

\"woman<\/a>you\u2019re providing more than reports.<\/strong><\/p>\n

by hitendra patil<\/i>
\nthe definitive success guide to client accounting services<\/a><\/em><\/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>how much cas profit per person?<\/a> | five reasons the top 100 loves cas<\/a> | look backward for your cas processes<\/a> | make sure your differentiation is truly different<\/a> | is it time to outsource?<\/a> | your firm\u2019s cas team: who and how many<\/a> | two tech approaches to cas<\/a> | when to start building your cas tech stack<\/a> | stop derailing cas<\/a> | show your priciest cas package first<\/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

are cas client service requirements different?<\/h3>\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