New: True Advisor® — The Definitive CAS Success Guide
There’s a lot that Entrepreneurs should know from accounting and a lot that Accountants should know from entrepreneurship, so buckle in and get ready to break down Hitendra's boo on CAS chapter by chapter so that you get the gold nuggets and learn how to improve your business's accounting. Tune in to hear Hitendra discuss what Client Accountant Services (CAS) is and how it can help you succeed, how accountants and businesses can make better decisions, and why he’s coined the term ‘Account-eneur’ to get Accountants thinking more like Entrepreneurs.
MOST DOWNLOADED EVER
This episode became the single most downloaded podcast PICPA has ever published. Addresses how emerging technology will not harm CPAs' job prospects — and why AI actually makes the CPA's role more strategically valuable in the long run. A landmark episode for the profession.
Covers the proper leadership mindset, the services clients need most, pricing guidelines for CAS, and the practical steps firms take to launch CAS successfully in their practice.
Explores the opportunities CAS provides, the barriers to adoption, the new skills required for success, and where CAS is heading as the profession evolves. One of the most-referenced episodes in the Future-Proof series.
Covers the four buyer types, how professional services business development has shifted from outbound to inbound, and the concept of "your Wow" — delivering beyond client expectations in a way they remember and refer.
Explores the CPA mindset — the productive traits and the ones that hold the profession back — including why successful entrepreneurs see risk as opportunity and what clients tell Facebook that they don't tell their accountant.
Topics span CAS development, advisory pricing, AI in accounting, the Accountaneur mindset, and go-to-market strategy for vendors to the CPA profession.