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.

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Intro

00:00 • 3min

Growth and Development in Accounting and Advisory Practice

02:45 • 5min

Balancing Work and Family Life in a Rural Community

08:08 • 2min

Building a Client Accounting Services Group

10:28 • 10min

Collaborative Growth: Engaging Clients in Service Development

20:36 • 3min