In this webinar:
If your firm isn’t offering client accounting and advisory services (CAAS), you’re already behind. Generalist accounting firms will find it increasingly difficult to compete with niche specialist firms that offer CAAS. Studies in the profession show that advisory services are on the rise.
Are your employees aware of this change and what it entails? Does your firm have what it needs to be competitive enough to grow? What about the accounting tech stack you need to run the business?
Join Roman Kepczyk, Rightworks Director of Firm Technology Strategy, for a webinar that could help you determine the direction of your firm.
Roman discusses how to:
- Create consultants among your staff.
- Identify your niches and service opportunities.
- Educate personnel to provide CAAS services.
- Build a tech stack that your firm will use to help your clients.