ENG24SS201. CAS 2.0 and SaaS: How to Scale your Practice and Deliver Business Insights CAS with Software-as-a-Service Platforms - presented by Pax8 (PRA)

CPA firms of all sizes are under threat from new entrants to the market offering financial advisory services underpinned by a solid tech stack. These companies are using modern SaaS software that is easier to use than ever and could potentially disrupt the transactional accounting and controllership-level services that many firms offer. How do you compete? By delivering Business Insights as a Trusted Advisor, by using top-quality SaaS platform software to broaden your CAS offering, and by offering the client value that only you know how to deliver. In this session we will demonstrate why the move to Business Insights CAS could be so beneficial to firms, and we will identify what steps you can take to begin to offer these services to your clients.

Learning Objectives:

• Identify differences between the 'financial' and 'Business insights' headings on the CAS 2.0 framework and identify how building a SaaS platform offering can differentiate you from new entrants to the advisory market.
• Recognize where components of the Microsoft ecosystem, including Microsoft 365 and Dynamics 365, can be combined with fixed price, fixed outcome implementation offerings, for customers who have outgrown their entry level finance system.