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Selecting New Services for the Growing CAS Tech Stack in Accounting Firms
Business Management and Organization

SELECTING NEW SERVICES FOR THE GROWING CAS TECH STACK IN ACCOUNTING FIRMS

This is a rebroadcast of a session presented at AI Unchained 2023.
Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 17, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Series: AI Unchained 2023
Course Description

CAS practices in the early stages are often recommended to stick to the few core services they can manage well. But as the client base grows, so does the demand for new services. Those demands often include the expansion of sales tax compliance as part of the monthly engagement. Join Avalara as they share their experiences in deciding to offer CAS services, planning their CAS services model, choosing appropriate technology, and introducing CAS services to their clients. 

Learning Objectives:


  • Define how to complement your existing CAS services with tax compliance

  • Summarize how to standardize your tax compliance services

  • Identify considerations when evaluating tax compliance technology

  • List a pricing strategy for tax compliance services


The November presentation is a rebroadcast of a session from AI Unchained 2023.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Marianne Fisher

Avalara
Senior Strategic Partner Manager - Accounting
marianne.fisher@avalara.com
(206) 826-4900

Avalaralogo

Marianne oversees the accounting strategic alliance partnerships as Senior Strategic Partner Manager – Accounting at Avalara. She brings 14 years of experience and knowledge working with the tax & accounting profession, guiding, and consulting firms as they embrace technology, evaluate internal processes, and expand service lines. 

Before her time at Avalara, Marianne was at CPA.com, where she co-developed and co-facilitated the “Compliance & Advisory: Roadmap to Your Sales and Use Tax Practice Model” workshop, educating accounting firms on the changing sales & use tax landscape, the emerging business opportunity, and how to build the practice. 

Marianne has been a featured speaker at many thought leadership events sharing her passion and extensive knowledge of sales and use tax with the profession. 

About Our Sponsor

Botkeeperlogo
Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.