Scaling Client Accounting Services (CAS) w/ Deneen Dias
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals - A podcast by Jetpack Workflow - Thursdays
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In this episode of Growing Your Firm, host David Cristello interviews Deneen Dias, Vice President of Growth and Strategic Partnerships at Botkeeper. Daneen shares her expertise in helping top firms undergo digital transformation and discusses the world of CAS (Client Accounting Services). She also delves into the definition of CAS, where to start, and how to successfully implement and scale up CAS. Additionally, she explores the implications of AI in building CAS teams.
