8 Must-Know Best Practices for Client Accounting Services
Jetpack Workflow
JUNE 27, 2023
Instead of including every service possible under the CAS umbrella—bookkeeping, virtual CFO, financial reporting, and more—a more meaningful approach is for firms to focus on their strengths. Some firms even find it necessary to add dedicated roles like full-time or part-time client success managers when they start offering CAS.
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