Join us for an insightful course hosted by Hancock Askew & Co., LLP and Accountants, where we delve into the dynamic changes within the accounting industry. Technological advancements have revolutionized accounting firms, prompting the surge in demand for Client Accounting Services (CAS). In this session, we will explore the intricacies of reorganizing CAS teams, including evaluating success metrics, optimizing CAS structures, and executing effective reorganization processes. Our discussion will encompass decision-making protocols, implementation strategies, and post-implementation reviews. Unlock the benefits of a streamlined CAS team and learn to leverage objective evidence for informed decision-making throughout the reorganization journey. Don't miss out on this opportunity to stay ahead in the evolving landscape of accounting practices.
Learning Objectives
- Recognize difficulties in CAS organization (will apply to other parts of a CPA practice too).
- Identify Issues and risks in a restructure and how to mitigate / manage them.
- Determine steps to complete a successful reorganization, and how to use objective evidence to achieve this.
Major Topics
- How to evaluate success in CAS processes.
- How to get the best from the CAS structure.
- The process of reorganization to achieve it.
