The Boomer Briefing
E191 - The Process of Developing a CAAS Group
Aug 6, 2024
Alex Schwab, Director of Client Advisory Services at Brady Martz, discusses the journey of developing a cohesive Client Accounting Services (CAAS) group. He shares insights on how a fragmented team evolved into a focused powerhouse through training and technology. The conversation touches on enhancing client relationships and the crucial role of collaboration in service development. Beyond work, Alex opens up about balancing family life in a rural community, sharing delightful stories of outdoor activities and local involvement.
23:54
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Quick takeaways
- The transition from transactional to comprehensive services in the CAS group highlights the importance of client engagement in achieving business goals.
- Implementing structured processes and continuous training has been crucial for enhancing service delivery and ensuring consistency within the firm.
Deep dives
Establishing Client Accounting and Advisory Services (CAS)
The development of Client Accounting and Advisory Services (CAS) at Brady Martz exemplifies an evolution from transactional services to a more comprehensive support model. Initially, the firm operated with siloed, transactional operations across multiple locations, often undervaluing their offerings. However, a strategic shift led to the formation of a dedicated CAS practice that emphasizes client engagement, aiming to partner with clients to help them achieve their business goals. By expanding service lines and enhancing internal processes, the firm has successfully integrated payroll, accounting, and advisory services into its offerings.
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