Episode 13

Client Accounting Services or CAS with Sage’s Ed Warren

"Client Accounting Services or CAS", Sage's Ed Warren provides insights for accountants looking to grow their firms. The conversation focuses on the value of being a specialist versus a generalist and how firms can target specific areas where they have the expertise to build new businesses and replace low-margin accounts.

Warren also emphasises the growing market for outsourcing accounting services, particularly for small businesses and franchises. He discusses the benefits of developing specific industry expertise and verticals to help accountants become trusted advisors and provide advisory support beyond compliance work. Warren also highlights the scalability of client advisory services (CAS) and the entrepreneurialism required to grow and scale in this space.

Finally, Warren accentuates that the best practitioners in the CAS space are not just looking back at financial statements but are providing foresight and decision-making support through fractional CFO services and dashboards. The conversation offers valuable insights for accountants looking to grow and differentiate their firms in the competitive accounting services market.

Ed Warren is a seasoned sales executive with over 25 years of professional services sales and marketing experience. He has worked in marketing, business development, and practice growth roles in Top 100 and Top 200 CPA firms and as a fractional Chief Growth Officer for cloud accounting firms. Ed is a board member and finance committee chair of the Association for Accounting Marketing (AAM) and currently serves as the treasurer of AAM. In addition to his professional accomplishments, Ed enjoys running, cooking, grilling, photography, and beach vacations with his wife Marcia.

Follow him on Twitter @EdwardDWarren and connect with him on LinkedIn at

http://linkedin.com/in/edwarddwarren

Download his eBook, 7 Tips to Increase Revenue with Client Advisory Services

https://edwarddwarren.hubspotpagebuilder.com/7-tips-to-increase-revenue-with-client-advisory-services

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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https://www.linkedin.com/in/therobbrown

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About the Podcast

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Accounting Voices Podcast
Accounting Voices helps people in the accounting world stay relevant visible and vocal. Host Rob Brown interprets trends reshaping the profession and gives listeners insight to build authority influence and a stronger voice in firms and markets.

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About your host

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Rob Brown

Rob Brown is the founder and host of the Accounting Voices Podcast, the flagship solo show of the Accounting Voices Network. Each episode offers sharp analysis and commentary on the trends, ideas and people shaping the global accounting profession.

Through this Accounting Voices Podcast, Rob helps accounting firm leaders, decision makers and professionals stay relevant and make sense of disruption in areas like AI, automation, M&A, private equity and soft skills beyond the tech. His perspective blends clarity, insight and curiosity, making complex issues relevant and practical for professionals and decision makers across accounting and finance.

He also leads two monthly panel shows, Accounting M&A and Accounting AI, which bring together senior voices to explore consolidation, strategy and the impact of technology on firms and people.

Rob is the author of the bestselling book Build Your Reputation (Wiley) and a TEDx speaker whose talk The Personal Brand of You has more than 400,000 views. Over his career he has hosted and moderated more than 1,000 conversations with accounting and fintech leaders worldwide.

Based in Nottingham UK, Rob is a stroke survivor living with epilepsy, a black belt in kickboxing, a decent chess player and an average player of four musical instruments.