CPAmerica CAS Virtual Event

The DNA of a CAS Firm

One firm’s journey to world-class client services

Thank you for attending this session in which we explored the vision, processes, systems and results of one CAS firm.  All firms benefit from being intentional and proactive about their success, but we may each go about it differently.  This session is merely a platform for sharing ideas.  We hope you take these ideas and improve upon them and share your experience.

Here are some of the resources mentioned in the session:

• Entrepreneurial Advisory Institute (EAI)
• EOS Worldwide
• Book:  Traction
• Book:  E-Myth Accountant
• How to write a great procedure
• Sample procedure:  QBO Reconcile, Troubleshoot Beginning Balance
• Client Onboarding Guide
• Considerations for resources to provide staff
• Considerations for practice management
• App:  Aero Workflow
• Sample checklist:  QBO Reconcile
• Suggested practice management reports