Top client accounting and advisory service resources

Three years ago (before mask mandates and aisle arrows) we published our first blog post related to Client Advisory Services (CAS), Your Path to Client Accounting and Advisory Services.

This article is full of important steps firm members must take when considering if they should offer clients’ advisory services. And while the steps are still vital (and the article well worth a read) a lot has changed since its 2019 publication (understatement of the decade). Notably, the word “if” doesn’t often precede a firm’s evaluation of offering CAS anymore.

The fact is: Technologies that support the accounting profession have advanced to a level that enables automation of transactional compliance services. 

The quote from the article above speaks for itself. In 2019, according to Roman Kepczyk, director of Firm IT Strategy for Right Networks: “I have never seen the evolution of accounting tools and technology, and the reduction of traditional compliance work occur as rapidly as has happened in the past two years.”

That was written three years ago. Accounting tools and technology have only advanced further; the need for traditional compliance work has decreased even more.

It’s no longer “if” your firm should offer clients’ advisory services … it’s when.

We’ve collected our top CAS-related articles to help firms navigate the client accounting and advisory path. Read on to get all of the information you need to ensure advisory services offers will be lasting, long-term successes at your firm.

9 Tips to Improve Your Audit and Assurance Services: In this post, we’ve targeted nine areas to help tune up your audit and assurance services. Keep these considerations top of mind so that you and your team will be ready to start improving when the next lull comes around.

NOW Is the Time to Act! One of our most popular whitepapers to date, we discuss how any sized firm can get started offering advisory services. If you’re new to Client Accounting and Advisory Services (CAAS), and wondering about that extra “A,” Right Networks adds into the CAAS acronym, start here.

How to Become a Lean Six Sigma Accounting Firm: Every business should be practicing (or at least influenced by) the concepts of Lean Six Sigma, especially at an accounting firm. Find out why and get practicing, starting today.

Transforming Your Accounting Services Personnel to a Client Advisory Mindset: You’ve got the “who?” and “with what?” questions answered—don’t neglect the “why?” Without widespread firm acceptance, new advisory service offers may never even get the chance to launch. Getting everyone aboard and excited about advisory services is the ultimate key to its success. Learn how to address the stakeholders at your firm.

Skills Needed for Building an Effective CAAS Team: With information technology eliminating most geographic boundaries, generalist firms will find it increasingly harder to compete with niche specialists who have differentiated themselves with more expertise and process efficiency, particularly those targeting CAAS.

Takeaway

Advisory services are mutually beneficial for accounting and tax firms and their clients. And the aforementioned articles, eBooks, and whitepapers will all contribute to your firm’s successful adoption of them.

Help clients solve for their present circumstances, while you position their business (and your firm) for a lucrative future, by offering client accounting and advisory services, today.

Editor’s note: This article was originally published by Right Networks.

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