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Concurrent Session Onsite and Online

TCH2315. Creating a Tech Stack for your Client Advisory Services (CAS) Practice

Do you hear talk about having a “Tech Stack” and wonder if you have one at your firm? Or maybe you don’t know where to begin? During this session, we will discuss best practices in creating a tech stack so you may have the opportunity to visualize what could look like for your own CAS practice. Whether you deliver bookkeeping, controllership, or outsourced CFO services, these solution providers will provide live demos so you can identify the technology solutions that can help you automate your practice, free up more time to spend with your clients, and to solve many of the pain points you encounter daily delivering these services.

Learning Objectives:

  • Recognize how to select technology that will meet the needs of your CAS practice.
  • Identify technology solutions that your clients in vertical industries can take advantage of better information and time savings.
  • Select a technology strategy and assess the right technology fit for your practice.
CPE Credits
NASBA Field of Study
Business Management & Organization
0-2 years in the Profession
Advanced Preparation
Session Tags