advisory

The time is now to harness the power of today’s powerful technologies, productize client accounting and advisory services, and provide clients with all of the support they want. In our upcoming webinar (The Client Accounting and Advisory Services Playbook) Roman Kepczyk, Director of Firm Technology Strategy at Right Networks, will present several approaches and resources to support this conclusion.

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 (Client Accounting and Advisory Services). 

As technology advances, automation is used for financial and accounting processes traditionally done manually. In response, accounting professionals are shifting roles—transitioning from task-oriented, compliance work to comprehensive strategic advising. An…