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CAS practices in the early stages are often recommended to stick to the few core services they can manage well. But as the client base grows, so does the demand for new services. Those demands often include the expansion of sales tax compliance as part of the monthly engagement. Join Avalara as they share their experiences in deciding to offer CAS services, planning their CAS services model, choosing appropriate technology, and introducing CAS services to their clients.
Learning Objectives:
- Define how to complement your existing CAS services with tax compliance
- Summarize how to standardize your tax compliance services
- Identify considerations when evaluating tax compliance technology
- List a pricing strategy for tax compliance services
The November presentation is a rebroadcast of a session from AI Unchained 2023.
Marianne Fisher
Avalara
Senior Strategic Partner Manager - Accounting
[email protected]
(206) 826-4900
Marianne oversees the accounting strategic alliance partnerships as Senior Strategic Partner Manager – Accounting at Avalara. She brings 14 years of experience and knowledge working with the tax & accounting profession, guiding, and consulting firms as they embrace technology, evaluate internal processes, and expand service lines.
Before her time at Avalara, Marianne was at CPA.com, where she co-developed and co-facilitated the “Compliance & Advisory: Roadmap to Your Sales and Use Tax Practice Model” workshop, educating accounting firms on the changing sales & use tax landscape, the emerging business opportunity, and how to build the practice.
Marianne has been a featured speaker at many thought leadership events sharing her passion and extensive knowledge of sales and use tax with the profession.
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