5 Guiding Principles to create a roadmap for your advisory practice

October 15, 2019

Progressive firms continue to make the transition from transaction-based accounting to higher value outsourced client accounting and advisory services. “Productization” of services, combined with cloud-based technologies have paved the way to standardizing client accounting services (CAS) that are scalable and profitable. Firms that have figured this out are serving as their clients’ “internal” accounting department and expanding their trusted advisor role.

This guide was created in collaboration with CPA.com and Bill.com to offer insight on the client accounting services model as well as provide peer perspective to help you implement this model in your own firm. 

The guide spotlights four progressive firm leaders who have leveraged technology such as Bill.com and proven business practices to offer sophisticated client accounting and bill pay services. Leaders share their insights on what has led to their success and increased client satisfaction.

Key Guiding Principles: 

  • CAS Structure and Pricing
  • Standardization of Processes and Technology
  • Internal Team Approach
  • Marketing and Business Development
  • Specialization


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