Episode 69 - The Future of Client Accounting and Advisory Services - The Woodard Report Podcast
Update: 2023-10-18
Description
On this episode, Heather and Joe talk about the future of Client Accounting and Advisory Services.
The future of CAS (CAAS) will be a series of fusions:
- The general ledger and workflow solutions fusion
- The client communications and workflow fusion
- The fusion between humans and bots
- The fusion between credentialed and non-credentialed professionals
- The fusion between real and virtual worlds
- The fusion between accounting and advisory (for real this time)
Thank you to our show sponsors:
- Expensify — the expense management app that does it all, for every business
- Fyle — easy expense management via text messaging
Learn more about the show and our sponsors at Woodard.com/podcast
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