The accounting profession continues to navigate unprecedented challenges as the industry and its clients attempt to absorb ten years of digital transformation in mere months.
Long before remote accounting and working from home became the current staffing models for outsourced accounting, most practice leaders were already trying to upscale their services model from data entry, coding, and compliance to deliver on advisory services as their clients' outsourced CFO.
Many accounting and CPA firms have already added an extra “A” to their Client Accounting Services (CAS) acronym to embrace Client Accounting & Advisory Services (CAAS) more fully.
This course is designed to help you better understand the opportunities that exist to add advisory services to more traditionally outsourced accounting and client accounting services. Vic.ai Academy has invited five expert panelists from a broad cross-section of firms to help you jump-start and accelerate your own practice’s advisory services.
Please Note: This webinar is for outsourced accounting, outsourced CFO, client accounting services (CAS), entrepreneurial services, managed accounting, and bookkeeping teams.
Before joining Vic.ai in 2018, for the better part of two decades, Joshua Feinberg consulted with marketing, sales, and channel teams in and around the SaaS, cloud services, managed services, data center, and hosting industries. As the son of a retired CPA and retail controller, Joshua got his first taste of accounting at age 10 when his dad insisted he keeps an accounts receivable sub-ledger for his paper route. Joshua's been consulting with and designing and selling IT to accountants since 1992.
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