Change as a strategy: Building a plan to manage CAS growth
A suite of change management events and resources to help guide you
Choose your starting point.
On-demand webinar: Change as a strategy: Building a plan to manage CAS growth
In this webinar, a panel discussion with leading CAS experts will discuss what change management is and why it's a critical piece for firm growth along with best practices and how to move forward through change.
Whitepaper: Managing change in client advisory services
CAS practices drive growth and change in accounting firms. Successful adoption involves new tech, processes, and roles, guided by proven change management principles. This white paper from CPA.com and BILL outlines how to find success when it comes to managing change.
Blog: CAS tech: How to expertly navigate the change
Adopting CAS without a change management plan risks underestimating challenges. In this blog, learn how essential change management ensures successful adaptation to new practices and full technology utilization, shifting from traditional to strategic, tech-driven processes.
BILL Accountant Partner Program
Unlock firm growth with
the BILL Accountant Partner Program
An integrated suite of products that can transform your client advisory services (CAS) practice
For over a decade, CPA.com and BILL's partnership has been pivotal in evolving CAS practices through leading technology. The BILL Accountant Partner Program and the new integrated financial platform streamline financial operations (AP, AR, spend, and expense management) with unified access and automatic accounting software syncing. Enhanced by Insights and Forecasting tools, it offers firms greater efficiency, control, and insight into clients' finances, facilitating strategic decisions. This solution invites accounting firms to modernize and allocate more time to advisory services.