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Episode 69 - The Future of Client Accounting and Advisory Services - The Woodard Report Podcast

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Manage episode 407463883 series 3560661
Content provided by Woodard Events. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Woodard Events or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

87 episodes

Artwork
iconShare
 
Manage episode 407463883 series 3560661
Content provided by Woodard Events. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Woodard Events or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

87 episodes

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