CAAS

Discover the three ways that the right tech stack can transform your firm’s client accounting advisory services.

Your clients want your firm to do more than just prepare tax returns. Today’s accounting firm needs to be a trusted financial advisor to clients. You need to deliver accounting…

Rightworks once again participated in Scaling New Heights, Joe Woodard’s annual conference. Here are our key takeaways.

It’s May and that means the summer conference season has kicked off! Our first stop: Las Vegas for BDO Evolve. A few fast facts about BDO Alliance’s 2023 Evolve conference:…

A recent webinar provides accountants with current consulting recommendations on choosing technologies like workstations, office equipment, mobile tools and more. All are part of today’s accounting firm tech stack. This…

The findings are obvious. If your firm is not embracing the expansion of Client Accounting and Advisory Services (CAAS) within your practice, you are missing out on a huge growth…

Your accounting firm needs to continue to develop client accounting and advisory services (CAAS). And it all starts in the cloud.

We’ve collected our top CAS-related articles from 2021 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.

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 with any strategic initiative, progress can be significantly derailed by individuals that nod their heads in agreement in public but do not adopt processes and/or quietly countermand them in…