Is it CAS or CAAS? What's it matter?
Is it CAS or CAAS? What's it matter?
So what is it? Client Accounting Services? Client Advisory Services? Or Client Accounting and Advisory Services? And doe... Read more
6 Jul 2022
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36mins
On the road again - key lessons from recent conferences
On the road again - key lessons from recent conferences
We've been on the road and in today's episode we share our insights picked up from AICPA's Engage Conference in Las Vega... Read more
26 Jun 2022
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42mins
Can technologists be taught accounting
Can technologists be taught accounting
An interesting article on Accounting Today asked the question do you train accountants on tech, or technologists in acco... Read more
4 Jun 2022
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35mins
Conferences IRL
Conferences IRL
Today's episode we catch up following a few weeks of being on the road and attending conferences in real life again. We ... Read more
25 May 2022
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35mins
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When Tech Goes Down...
When Tech Goes Down...
Early on when talking to accountants and bookkeepers about the cloud, we always got the question, well what happens when... Read more
8 May 2022
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36mins
We Don't Have All Your Answers
We Don't Have All Your Answers
Thank you to everyone who has dropped us an email, or connected with us on LinkedIn - keep your emails coming in! That b... Read more
2 May 2022
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36mins
Bad clients? Take a look at your onboarding
Bad clients? Take a look at your onboarding
Sweat Jar Warning! And here's the link about customer dissatisfaction article that we discuss.Post tax season many consu... Read more
25 Apr 2022
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38mins
Proposing for the work
Proposing for the work
New business doesn't just walk through the door - especially not the properly priced value added work that many accounta... Read more
11 Apr 2022
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39mins
Post Tax Season Review - A how to guide
Post Tax Season Review - A how to guide
We know! Tax season isn’t even over and we’re talking about a tax season review. Don’t worry, we’re just planting the se... Read more
6 Apr 2022
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33mins
Pricing: How do you price your value?
Pricing: How do you price your value?
This is the third episode we've done on pricing and today we tackle how to pricing the value added services you provide.... Read more
1 Apr 2022
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39mins
