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Who's Really the BOSS?
Trailer
Bonus
Episode 11
Season 3
Hard Truths About Transitioning to Client Advisory Services (CAS)
Rachel and Marcus candidly discuss the challenges they faced in transitioning their accounting firm to a client advisory services (CAS) model over the past seven years. They share insights on converting existing clients, implementing new processes and technology, evolving team dynamics, and the need for firm-wide changes. This episode offers a realistic perspective for firms considering the CAS path, highlighting potential pitfalls and the strategic mindset required for a successful transformation.
Chapters
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Chapters
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Chapters
- Welcome to the Podcast: Navigating Tax Season
- Reflecting on Past Busy Seasons and Deciding to Change
- The Hard Truths About Transitioning to Client Advisory Services (CAS)
- Learning from Mistakes and Embracing New Client Relationships
- The Hard Truths About Client Conversion
- Navigating Processes and Technology in CAS Firms
- Evolving Team Dynamics and Management Styles
- The Essential Shift in Team Composition for CAS Success
- Embracing Change: The Core of Transitioning to CAS