Rachel and Marcus candidly discuss the challenges they faced in transitioning their accounting firm to a client advisory services (CAS) model over the past seven years. They share insights on converting existing clients, implementing new processes and technology, evolving team dynamics, and the need for firm-wide changes. This episode offers a realistic perspective for firms considering the CAS path, highlighting potential pitfalls and the strategic mindset required for a successful transformation.

Chapters

• (00:29 ) - Welcome to the Podcast: Navigating Tax Season
  


• (01:57 ) - Reflecting on Past Busy Seasons and Deciding to Change
  


• (07:28 ) - The Hard Truths About Transitioning to Client Advisory Services (CAS)
  


• (18:58 ) - Learning from Mistakes and Embracing New Client Relationships
  


• (25:03 ) - The Hard Truths About Client Conversion
  


• (25:46 ) - Navigating Processes and Technology in CAS Firms
  


• (38:42 ) - Evolving Team Dynamics and Management Styles
  


• (42:49 ) - The Essential Shift in Team Composition for CAS Success
  


• (48:00 ) - Embracing Change: The Core of Transitioning to CAS

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