5 guiding principles to create a roadmap for your advisory practice

Progressive firms continue to make the transition from transaction-based accounting to higher value outsourced client accounting and advisory services. Productization of services, combined with cloud-based technologies have paved the way to standardizing client accounting services (CAS) that are scalable and profitable. Firms that have figured this out are serving as their clients’ “internal” accounting department and expanding their trusted advisor role.

This guide, created in collaboration with CPA.com and BILL, offers insight on the client accounting services model as well as provide peer perspective to help you implement this model in your own firm.