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Scaling CAS with Folks, Course of, and Platforms


On this episode of Cover Follow Success, host KC Brothers chats with Kane Polakoff, a seasoned chief with over 30 years in accounting and advisory. Kane shares his journey from the early days of enterprise course of outsourcing to constructing what we now know as trendy CAS, even earlier than it had a reputation.

They dive into what makes CAS completely different from conventional bookkeeping, how tech and cross-functional groups are altering the sport, and why imposter syndrome shouldn’t cease anybody from moving into an advisory position. Kane additionally tells an actual consumer story a couple of restaurant group with three point-of-sale techniques and no integration, exhibiting how CAS can flip chaos into readability and actual worth.

Whether or not you’re half of a giant agency or operating your individual boutique follow, this episode is filled with insights on the best way to construct smarter, extra impactful providers that truly make a distinction to your shoppers and your workforce.

 

 

Listed here are the principle highlights you will not need to miss.

AS Isn’t Simply BPO with a New Title

Kane explains how CAS has grown past the labor-focused mindset of BPO. It’s now about creating worth via good processes, tech, and actual perception.

“BPO was purely labor arbitrage. CAS combines individuals, course of, and expertise to inform tales with information and assist shoppers make choices.”

He calls this evolution “CAS 2.0,” the place accountants aren’t simply reporting numbers, they’re actively shaping technique.


CAS Groups Want Extra Than Simply CPAs

CAS work is advanced. It wants a mixture of accountants, tech specialists, undertaking managers, and individuals who can talk properly and lead change.

“We’ve acquired accountants, but additionally engineers, tech specialists, and undertaking managers. You want the best gamers on the workforce.”

Kane emphasizes that at present’s CAS groups are cross-functional by design. The objective is collaboration, not simply compliance.


A Restaurant CAS Story That Exhibits the Influence

Kane shares an actual instance of serving to a multi-location restaurant repair disconnected techniques and get clear financials. His workforce built-in three POS techniques, arrange AP automation, and delivered usable insights.

“They wanted to grasp meals and labor prices, however nothing was built-in. We constructed the system, linked their information, and helped them transfer ahead.”

This story exhibits how CAS can go far past accounting to assist shoppers actually rework their operations.


If you wish to hear extra about these matters give the episode a hear.

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