The accounting landscape and the traditional CPA’s role are rapidly transforming as automation and artificial intelligence come into play. To stay relevant, experts advise firms to add client advisory services (CAS) to their traditional tax and audit practices. So, how do you make the leap?
In this white paper, you’ll learn – based on advice from industry pros like Geni Whitehouse, Jason Staats, and more – how to become an indispensable partner that provides strategic value to your clients with CAS.
You’ll learn:
What tech-savvy, growth-focused clients want from their CPAs
Why solely doing taxes and audits leaves firms vulnerable
How practices of all sizes can adopt an advisory focus
Tips to become clients’ trusted business advisor and partner
The tech stack and tools modern firms need to be effective
Take the first step by downloading the white paper today.
