Providing premier accounting and advisory services goes well beyond giving your client a financial statement.
Getting the numbers right is just the first step. The provision of premier CAAS requires your team to think beyond compliance.
For your CAAS practice to grow, your CAAS team members need upskilling.
For a CAAS practice to thrive and grow, all the team members need to develop an advisory mindset.
Our learning program helps jumpstart your CAAS team on the pathway from accountant to advisor.
Our CAAS training courses focus not just on accounting topics, but include finance, tax and the all-important interpersonal skills to develop the complete CAAS professional.
Evolving the Practice: Specialized CAAS Training Maximizes the Potential of Client Accounting and Advisory Services
Custom Programs
Your team has specific needs, and our in-house team of instructional designers can create and modify course content to meet those needs. Custom programs can include:
- Creating a new course or module
- Incorporating firm-specific forms, guidance, or methodology
- Adding firm-specific messaging to reinforce concepts and increase consistency
- Modifying examples in a course to reflect the firm’s client base
Insights
Tom Kiley & Jessica Sacchetti
June 15, 2023“We’ve just tripled our workforce overseas” is a statement we have heard quite a few times over the past few years. The immediate challenge is providing an offshore accounting staff training program that gets this rapid influx of internationally based employees on the same page with the accounting firm’s personnel in the United States.
George Zoglio
April 11, 2023Soft skills for accountants are important throughout their careers, but the CAAS professional in particular, needs to become proficient in things like empathy, presentation skills, executive presence, persuasiveness, and flexibility sooner than those who come up through the ranks in audit or tax.
