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Increase Profits with the Right Technology

If your firm has either moved to a Client Accounting & Advisory Services (CAAS) model or plans to, having the right technology in place is vital to building a profitable offer.

Jul. 31, 2020

CoverPageImage_CAAS 2 Tailoring Your Tech Stack for CAAS

Building your CAAS practice?

If your firm has either moved to a Client Accounting & Advisory Services (CAAS) model or plans to, having the right technology in place is vital to building a profitable offer.

In part 2 of the Client Accounting & Advisory Services series, Roman Kepczyk, CPA.CITP, CGMA, discusses:

  • How optimizing your tech stack for CAAS consolidates weeks’ worth of work into days
  • How having the right technology in place can lower your firm’s overall expenses
  • The top-rated piece of CAAS technology that most firms are already using

To download Part 1 of this series, click here.