8 best plays for winning the client accounting and advisory services game
Your playbook for successful CAAS implementation.
Your playbook for successful CAAS implementation.
Business Process Outsourcing (BPO) Partner, Engine Room, chose NetSuite to power their engine driving venture-backed life science and biotech companies. NetSuite’s partnership allows them to support a wide range of clients with a consistent, unified ERP platform. Engine Room is able to provide smaller clients the opportunity to layer in new capabilities and functionalities as […]
In today’s ever-changing work environment, it’s critical that the strategies, processes, and tools you use for your audit practice adapt as quickly as the surrounding marketplace. Download this whitepaper for 10 best practices.
For more than a decade, Rootworks has been refining the concept of what it means to be a Modern Firm.
Ensuring data is secure isn’t just a bonus or an extra feature accounting firms can offer clients. And per the IRS—it’s the law. CPA firms that don’t protect their clients’ data face fines, compensatory costs, and other financial hits.
Any accounting firm that’s serious about giving clients what they need and value - and raising their own relevance and bottom line - can’t afford to lose out on the tremendous opportunities created by Client Accounting Services (CAS).
Take an in-depth look at the Business Process Outsourcing (BPO) industry.
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.