Future-Proof

145. The CAS mindset, with Hitendra Patil


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It seems as if everyone wants to offer client accounting services, but not many know where to start.

Hitendra Patil is the Head of Customer Success at AccountantsWorld. He is a fixture in Accounting Today’s list of The 100 Most Influential People in Accounting. And he’s one of the biggest fans – and, certainly, one of the most knowledgeable people on the subject – of client accounting services. He has a new book called “The Definitive Success Guide to Client Accounting Services.”

He talks about the opportunities that CAS provides, the barriers getting in the way of their adoption, the new skills we’ll have to learn to be successful, and what’s in the future for CAS. Like everything else these days, it’s evolving fast. If you’ve been thinking about diving into the CAS pool, this is a great place to start.

To learn more and for the complete show notes, visit blionline.org/blog.

Resources:

  • Read: “The Definitive Success Guide to Client Accounting Services
  • CAS Begins With a Mindset
  • Top Five CAS Killers and How to Overcome Them

Future-Proof is a production of Crate Media

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