On this episode, Heather and Joe talk about the future of Client Accounting and Advisory Services.

The future of CAS (CAAS) will be a series of fusions:

• The general ledger and workflow solutions fusion
• The client communications and workflow fusion
• The fusion between humans and bots
• The fusion between credentialed and non-credentialed professionals
• The fusion between real and virtual worlds
• The fusion between accounting and advisory (for real this time)

Thank you to our show sponsors:

• Expensify — the expense management app that does it all, for every business
• Fyle — easy expense management via text messaging

Learn more about the show and our sponsors at Woodard.com/podcast