Who's Really the BOSS?

Hard Truths About Transitioning to Client Advisory Services (CAS)

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Rachel and Marcus candidly discuss the challenges they faced in transitioning their accounting firm to a client advisory services (CAS) model over the past seven years. They share insights on converting existing clients, implementing new processes and technology, evolving team dynamics, and the need for firm-wide changes. This episode offers a realistic perspective for firms considering the CAS path, highlighting potential pitfalls and the strategic mindset required for a successful transformation.

Chapters

  • (00:29) - Welcome to the Podcast: Navigating Tax Season
  • (01:57) - Reflecting on Past Busy Seasons and Deciding to Change
  • (07:28) - The Hard Truths About Transitioning to Client Advisory Services (CAS)
  • (18:58) - Learning from Mistakes and Embracing New Client Relationships
  • (25:03) - The Hard Truths About Client Conversion
  • (25:46) - Navigating Processes and Technology in CAS Firms
  • (38:42) - Evolving Team Dynamics and Management Styles
  • (42:49) - The Essential Shift in Team Composition for CAS Success
  • (48:00) - Embracing Change: The Core of Transitioning to CAS

    • Learn More About Dillon Business Advisors
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    https://www.linkedin.com/company/dillonbusinessadvisors

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    Who's Really the BOSS?By Marcus Dillon, Rachel Dillon
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