Elevating the Client Experience through Industry Specialization

Moving from a generalist practice to specializing in a specific industry is the key to providing high-value advisory services and growing your accounting firm.

Join Client Accounting Services (CAS) leader Kristen Badar (BST) and Danin Dia (Infinite Ties) as they discuss Kristen's journey from a traditional tax partner to building a thriving, specialized CAS division that now makes up almost one-third of her firm's revenue.

In this video, you will learn:

The Power of Specialization: Discover how focusing on a niche, like Benjamin Moore dealers, shortens the client onboarding learning curve and commands higher prices for your services.

The Path to CAS Success: Kristen shares the challenges of her transition, including the "dreadful mistake" of being a part-time tax partner while launching CAS, and how pushing through those pain points led to success.

Meeting Modern Client Expectations: Understand what clients want today—proactive industry insights and benchmarks that they can't simply find on Google or through AI.

Becoming a Strategic Partner: Learn how industry expertise allows you to position your firm as a strategic partner, building trust and respect with clients.

Scalable Solutions: See how specializing enables you to offer scalable services, from AP up to temporary CFO placement, that grow with your clients' multi-location businesses, like a client with four locations and $5 million in revenue.

About the Speaker: Kristen Burda, CPA, is a CAS leader who grew her department into a full third of her firm's practice, offering a breadth of services including strategic marketing (CMO for hire), HR (Talent Strategies), and cybersecurity consulting.

Contact Kristen Badar through: https://www.bstco.com/firm

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