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in client advisory services (CAS)
5 steps to
CAS success
The evolution of CAS
If you would like to learn more about to CAS success Then this white-paper is for you:
- The insights in this book come directly from innovative CAS leaders who have an
established track record of success. Each of their firms use BILL solutions, including
BILL Accounts Payable and Receivable and BILL Spend & Expense (formerly Divvy)
as part of their technology infrastructure.
- Leaders at established CAS practices
often observe that their practices started
opportunistically, with little regard for
longer-term structure and product pricing
considerations. These practices started by
responding to immediate client needs, and
as they grew and evolved, structure and
pricing strategies evolved and were formalized.
Today, several key approaches have emerged
from these experiences
- Structure your practice to fit your firm’s
strengths and client needs.
- Update firm metrics to drive long-term success
CAS leaders say it’s important to make sure everyone at the firm understands that the success of
CAS should not be measured with the same traditional yardsticks – practice leaders have updated
their metrics and are championing cultural change to ensure their new approach is successfully
adopted. “It’s all about getting out of the realization/hourly rate mentality,” says Clark Shaefer
Hackett’s Dave Houston
- CAS practices succeed by delivering services to
clients at scale – and the only way to achieve
scale is through standardizing processes and
technologies. Standardizing has other benefits,
too, as Elinor Litwack of GRF notes
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