Podcast: Client Accounting Services Best Practices
Joshua Feinberg of Vic.ai interviewed Michael Doody, Managing Principal at EFPR Solutions, to learn more about the benefits and challenges of using accounting technology for client accounting services (CAS).
Original Broadcast Date: October 2, 2020
Podcast is approximately 27 minutes
The primary audience of the AI in Accounting Podcast is U.S-based accounting, finance, and IT professionals at CPA firms, outsourced accounting providers, bookkeeping firms, outsourced controller firms, and outsourced CFO firms.
- History of EFPR Solutions and how necessary it is to evolve toward change
- Tips for working in CAS
- The biggest mistakes being made in CAS
- What the future of CAS looks like
- What the client onboarding process looks like
- COVID’s impact to the industry