An ideal practice for CAS (Client Advisory Services) operates with a laser focus on understanding and fulfilling the unique needs of its clients. This practice excels in providing a holistic suite of services tailored to the clients, encompassing meticulous accounting, controllership services, proactive financial analysis, tax optimization, and strategic advisory.
Identifying the Ideal Client that fits into a firm’s culture inclusive of vision, mission, and purpose is critical to the success of the CAS practice. Focusing on delivering a tailored solution with excellence, the practice establishes itself as a trusted advisor and partner in the client’s business and financial journey.
Learning Objectives:
Woodard
Director of CAAS Consulting Services
[email protected]
(404) 857-0700
Deborah has more than 30 years of accounting experience. She is the technology lead for the platform as it relates to QuickBooks Online along with the multitude of third party applications. She focuses on QuickBooks administration, receivables/payables, payroll setup and processing, financial reports, business workflows, and both corporate and individual tax returns.