Session

Bringing the corporate mindset to CAS: elevate financial strategy and growth for SMEs

This session will explore how adopting a corporate mindset in client accounting services can transform small and medium-sized enterprises (SMEs). By leveraging structured approaches typically used by corporate C-suites, accounting professionals can enhance decision-making, financial preparedness, operational efficiency, and goal alignment for their clients, driving sustainable business growth.

Why Attend: This presentation is designed for accounting professionals eager to elevate their client services by adopting a corporate mindset. It is ideal for SME accountants who manage financial operations and provide strategic advice, aiming to enhance their skills. Client Accounting Services (CAS) providers will also benefit, particularly those looking to expand their offerings to include high-level controllership and CFO roles to attract larger clients.

Sheri Radler

Empowering businesses with strategic Client Accounting Services to drive growth and financial success.

Louisville, Kentucky, United States

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