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Truly successful Client Accounting Services (CAS) practices are the ones that are able to deliver high-quality accounting services to clients with maximum efficiency – at scale. Managing your CAS team’s processes, especially in the area of workflow, is a key driver of profitability.
Technology is the bedrock of CAS processes and workflow. As firms providing CAS services evaluate their technology options, XCM® has identified six critical technology-enabled elements of CAS workflow tools.
In this short article, we’ve taken a deep dive into each of those elements:
- Standardization
- Delegation
- Communication
- Predictability
- Collaboration
- Visibility
Whether you’re establishing a new CAS practice, looking for ways to take your existing CAS practice to the next level, or actively evaluating CAS-specific process and workflow technology, this whitepaper is a must-read.
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