82. Client Accounting Services: Lessons from a 15-Year CAS Veteran | with Robin Thieme

Client Accounting Services (CAS) are the services that CPAs provide because clients can’t do them, don’t want to do them, or just aren’t good at doing them. It’s that full-menu offering of taking over many of a client’s routine internal accounting chores. The popularity of these services is growing, too — to the extent that a lot of people in the accounting and finance profession consider CAS to be a new line of business, something they need to start exploring to keep up with the competition.But these services really aren’t new at all. Some firms have been doing this stuff for years, and bear the battle scars to prove it. In the process, they have also learned a thing or three that the rest of us can benefit from.So we sit down with one of these early vanguards of Client Accounting Services, Robin Thieme. Robin is the CEO and CAO — that’s Chief Anticipation Officer — of KBS CFO, a company that serves as a CFO, Chief Information Officer, and Chief Operating Officer for their clients. That might sound like a new concept, but Robin and her team have been doing this for the past 15 years. They were the Lewis and Clark of CAS. They were there before anyone else, trying to map this territory — and if we pay attention to what Robin has to say in this episode, we’ll be able to navigate this territory a little more easily.To learn more, and for the complete show notes, visit blionline.org/blog.Resources:KBSCFO.comLinkedIn: linkedin.com/in/kbscfo/Twitter: twitter.com/kbscfoLearn more at MACPA.org/future-learningFuture-Proof is a production of Crate Media