DCPA2505. Optimizing Your SMB Clients' Financial Operations: From Efficiency to Results

As technology advances occur more rapidly and staffing challenges are pervasive, many businesses, and specifically many SMBs (small and medium-sized businesses) are looking for outsourced support for their financial operations. We know CAS practices have always played a vital role in ensuring success for their clients' financial operations, but even more so today as opportunities and risk abound in a new era in technology. This session will focus on practical ways for firms to position themselves and their services around the pain points that SMB businesses are experiencing today.