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Media and tech aren’t just intersecting — they’re fully intertwined. And to understand how those worlds work, and what they mean for you, veteran journalist Peter Kafka talks to industry leaders, upstarts and observers - and gets them to spell it out in plain, BS-free English. Part of the Vox Media Podcast Network.
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"If they’re consistently uncooperative, they’re not a good CAS client, no matter how much they pay.”
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
In the world of client accounting and advisory services (CAS), most firms focus on building internal teams, refining processes, and adopting the right technology. Yet, one crucial element often gets overlooked: the client.
In a recent episode of It’s Not Just the Numbers, co-hosts Damien Greathead and Penny Breslin explore why clients must be treated as integral members of the team, and what happens when firms fail to define the client’s role in the process. Their conversation, drawn from decades of working with accounting firms around the world, provides a blueprint for CPAs and firm owners aiming to elevate their CAS practices.
- MORE Penny Breslin and Damien Greathead | MORE Advisory & Consulting | BUY "It's Not Just the Numbers"
Traditionally, accountants position clients as recipients of a service; for example, the client would deliver documents once a year, and the firm would produce a tax return. That transactional model doesn’t work in CAS, says Breslin.
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