Client accounting advisory services (CAAS or CAS) is one of the key levers of growth models for many accounting firms today. And the good news is that you don’t have to reinvent the wheel and start from scratch. Join four CAS leaders who will share the lessons they’ve learned the hard way—including what they’d do differently today, the key foundational areas of CAS you should focus on first, and how to ensure that your client advisory services practice is built with the client’s needs in mind.
Learning Objectives:
Rehmann
Principal and Business Advisor
[email protected]
(248) 579-1111
Sharon has over 30 years of experience at local firms, national firms, and in private industry. With extensive experience providing accounting, audit and review services, she has performed technical reviews and research, peer reviews and internal inspections; this makes her a natural fit for designing and implementing effective accounting solutions. She has worked with clients in various industries, but has found her niche to be working with privately-held businesses. As a frequent writer on technology for various publications, Sharon is a thought leader in the industry.
Cherry Bekaert LLP
Principal, Digital Advisory, CAS Leader
[email protected]
Based in Atlanta, Dixie oversees outsourced accounting for small to medium-sized businesses utilizing new methods that capitalize upon the latest technologies available. Her specialties include outsourced accounting services, restructuring, system, policy and procedure implementations, tax planning and strategy, business process analysis and implementation, and bookkeeping services. Dixie helps empower controllers and CFOs by leveraging their data, streamlining reports and identifying efficiencies to drive business performance.
UHY Advisors
National Practice Leader, Client Accounting Advisory Services
[email protected]
(248) 204-9453
Kane has over 25 years’ experience in delivering high value integrated solutions globally, and leading consulting and business process services engagements. Career achievements in building new lines of business from the ground up as well as reinvent organizations to be more competitive within the marketplace by deploying cutting edge technology, robust processes and creating a center of excellence. Kane is the national practice leader for UHY Advisors’ Client Accounting Advisory Service (CAAS).
Eide Bailly LLP
Partner-in-Charge of Business Outsourcing & Strategy
[email protected]
(701) 476-8728
Jenni is a partner with Eide Bailly LLP, a top 25 CPA firm nationally, based in Fargo, ND. Her time with Eide Bailly has allowed her to work with hundreds of tremendous companies. At Eide Bailly, they have a commitment to being an on-going resource to the companies and have an investment in their success and their growth. Jenni works with a wide range of companies, from those that have been around for over 100 years, to companies that literally just started. Each experience provides a very rewarding experience and a diverse range of knowledge related to many things beyond just financial information. Jenni considers herself a geek for business operations and financial information.